Union Bankshares
UNB
40 hedge funds and large institutions have $23.1M invested in Union Bankshares in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
0.18% more ownership
Funds ownership: 16.17% → 16.35% (+0.18%)
2% less funds holding
Funds holding: 41 → 40 (-1)
14% less capital invested
Capital invested by funds: $26.7M → $23.1M (-$3.69M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
FNY Investment Advisers
New York
|
+$313K |
| 2 |
BlackRock
New York
|
+$179K |
| 3 |
Morgan Stanley
New York
|
+$147K |
| 4 |
State Street
Boston,
Massachusetts
|
+$98.9K |
| 5 |
Renaissance Technologies
New York
|
+$44.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$221K |
| 2 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$205K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$106K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$69.1K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$35.8K |
UNB Hedge Fund Activity: Q3 2019 in Review
40 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2019, worth a combined $23.1M — down 14% from $26.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UNB and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 14 added.
The largest buyer was FNY Investment Advisers, opening a new position worth an estimated $313K. The largest seller was TCV Trust & Wealth Management, exiting entirely with an estimated $221K sold.
- 40 institutional investors held Union Bankshares (UNB) as of Q3 2019, down from 41 in Q2 2019.
- Funds reported $23.1M of Union Bankshares stock for Q3 2019, down 14% quarter-over-quarter.
- 3 funds opened new Union Bankshares positions in Q3 2019 and 4 closed out, a net change of -1 holder.
- The largest Union Bankshares buyer in Q3 2019 was FNY Investment Advisers, an estimated $313K added.
- The largest Union Bankshares seller in Q3 2019 was TCV Trust & Wealth Management, an estimated $221K sold.
Based on aggregated 13F filings for Q3 2019.