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Union Bankshares
UNB

42 hedge funds and large institutions have $27.6M invested in Union Bankshares in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $23.1M → $27.6M (+$4.59M)

5% more funds holding

Funds holding: 40 → 42 (+2)

0.72% more ownership

Funds ownership: 16.35% → 17.06% (+0.72%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
+$289K
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$266K
3
TTWM
TCV Trust & Wealth Management
Virginia
+$203K
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$199K
5
JP Morgan Chase
JP Morgan Chase
New York
+$130K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$241K
2
CS
Cannell & Spears
New York
-$47.2K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$33K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$24.6K
5
Northern Trust
Northern Trust
Illinois
-$22.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$6.81M +$56.5K +1,659 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.21M -$24.6K -722 -0.6%
State Street
3
State Street
Massachusetts
$2.21M +$67.2K +1,974 +3%
CS
4
Cannell & Spears
New York
$1.91M -$47.2K -1,385 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.79M +$11.7K +345 +0.7%
Northern Trust
6
Northern Trust
Illinois
$1.58M -$22.2K -651 -1%
TCOV
7
Trust Company of Vermont
Vermont
$1.04M -$5.96K -175 -0.6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.03M – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$977K +$266K +7,823 +41%
Renaissance Technologies
10
Renaissance Technologies
New York
$848K +$81.7K +2,400 +11%
CCMINC
11
Cardinal Capital Management Inc (North Carolina)
North Carolina
$714K -$9.36K -275 -1%
FIA
12
FNY Investment Advisers
New York
$665K +$289K +8,478 +86%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$352K – – –
Charles Schwab
14
Charles Schwab
California
$341K – – –
Stifel Financial
15
Stifel Financial
Missouri
$327K -$18.1K -532 -6%
BCM
16
Bridgeway Capital Management
Texas
$269K – – –
UBS Group
17
UBS Group
Switzerland
$265K +$59.6K +1,750 +32%
Morgan Stanley
18
Morgan Stanley
New York
$260K +$47.3K +1,388 +24%
Wells Fargo
19
Wells Fargo
California
$252K +$1.6K +47 +0.7%
N
20
Nuveen
North Carolina
$240K -$241K -7,089 -52%
TTWM
21
TCV Trust & Wealth Management
Virginia
$217K +$203K +5,973 New
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$216K -$5.34K -157 -3%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$212K +$199K +5,838 New
JP Morgan Chase
24
JP Morgan Chase
New York
$184K +$130K +3,806 +298%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$149K – – –
1
2

UNB Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2019, worth a combined $27.6M — up 20% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UNB positions and 2 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was FNY Investment Advisers, adding an estimated $289K. The largest seller was Nuveen, cutting an estimated $241K.

  • 42 institutional investors held Union Bankshares (UNB) as of Q4 2019, up from 40 in Q3 2019.
  • Funds reported $27.6M of Union Bankshares stock for Q4 2019, up 20% quarter-over-quarter.
  • 4 funds opened new Union Bankshares positions in Q4 2019 and 2 closed out, a net change of +2 holders.
  • The largest Union Bankshares buyer in Q4 2019 was FNY Investment Advisers, an estimated $289K added.
  • The largest Union Bankshares seller in Q4 2019 was Nuveen, an estimated $241K sold.

Based on aggregated 13F filings for Q4 2019.