We are live on ! Find out more
UNB icon

Union Bankshares
UNB

42 hedge funds and large institutions have $32.4M invested in Union Bankshares in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 41 → 42 (+1)

0.06% more ownership

Funds ownership: 15.99% → 16.04% (+0.06%)

5% less capital invested

Capital invested by funds: $34.1M → $32.4M (-$1.71M)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$179K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$69.8K
3
Barclays
Barclays
United Kingdom
+$51.6K
4
Renaissance Technologies
Renaissance Technologies
New York
+$42.1K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$38.6K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$339K
2
BlackRock
BlackRock
New York
-$329K
3
Bank of America
Bank of America
North Carolina
-$76.3K
4
UBS Group
UBS Group
Switzerland
-$41.2K
5
Deutsche Bank
Deutsche Bank
Germany
-$7.16K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$8.04M -$329K -7,027 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.49M +$179K +3,832 +3%
State Street
3
State Street
Massachusetts
$2.47M +$14.7K +314 +0.6%
CS
4
Cannell & Spears
New York
$2.44M – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.05M +$69.8K +1,493 +3%
Northern Trust
6
Northern Trust
Illinois
$2.01M +$22.1K +472 +1%
TCOV
7
Trust Company of Vermont
Vermont
$1.31M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.28M +$22.6K +483 +2%
CCMINC
9
Cardinal Capital Management Inc (North Carolina)
North Carolina
$877K +$9.21K +197 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$773K +$42.1K +900 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$724K +$8.28K +177 +1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$439K +$454K +9,700 New
Stifel Financial
13
Stifel Financial
Missouri
$433K – – –
Charles Schwab
14
Charles Schwab
California
$394K – – –
TCIM
15
TIAA CREF Investment Management
New York
$369K – – –
Wells Fargo
16
Wells Fargo
California
$302K +$3.27K +70 +1%
TA
17
Teachers Advisors
New York
$299K – – –
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$276K – – –
BCM
19
Bridgeway Capital Management
Texas
$245K – – –
TTWM
20
TCV Trust & Wealth Management
Virginia
$244K – – –
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$235K +$1.92K +41 +0.8%
Deutsche Bank
22
Deutsche Bank
Germany
$227K -$7.16K -153 -3%
CFSG
23
Community Financial Services Group
Vermont
$221K – – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$205K – – –
MFS
25
McNamara Financial Services
Massachusetts
$205K – – –
1
2

UNB Hedge Fund Activity: Q1 2019 in Review

42 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2019, worth a combined $32.4M — down 5% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UNB positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $179K. The largest seller was Morgan Stanley, cutting an estimated $339K.

  • 42 institutional investors held Union Bankshares (UNB) as of Q1 2019, up from 41 in Q4 2018.
  • Funds reported $32.4M of Union Bankshares stock for Q1 2019, down 5% quarter-over-quarter.
  • 3 funds opened new Union Bankshares positions in Q1 2019 and 2 closed out, a net change of +1 holder.
  • The largest Union Bankshares buyer in Q1 2019 was Vanguard Group, an estimated $179K added.
  • The largest Union Bankshares seller in Q1 2019 was Morgan Stanley, an estimated $339K sold.

Based on aggregated 13F filings for Q1 2019.