We are live on ! Find out more
UNB icon

Union Bankshares

35 hedge funds and large institutions have $16.5M invested in Union Bankshares in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

0.63% less ownership

Funds ownership: 17.06%16.43% (-0.63%)

17% less funds holding

Funds holding: 4235 (-7)

40% less capital invested

Capital invested by funds: $27.6M → $16.5M (-$11.1M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.25M +$30.6K +1,001 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.62M +$13.2K +431 +0.4%
State Street
3
State Street
Massachusetts
$1.42M +$62.8K +2,058 +3%
CS
4
Cannell & Spears
New York
$1.19M +$13.4K +439 +0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.15M +$51.1K +1,675 +3%
Northern Trust
6
Northern Trust
Illinois
$1.09M +$140K +4,579 +10%
TCOV
7
Trust Company of Vermont
Vermont
$681K +$43.9K +1,439 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$639K
Bank of New York Mellon
9
Bank of New York Mellon
New York
$590K -$22K -719 -3%
Renaissance Technologies
10
Renaissance Technologies
New York
$547K +$27.5K +900 +4%
CCMINC
11
Cardinal Capital Management Inc (North Carolina)
North Carolina
$410K -$44.5K -1,459 -7%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$218K
Charles Schwab
13
Charles Schwab
California
$212K
Stifel Financial
14
Stifel Financial
Missouri
$204K
Wells Fargo
15
Wells Fargo
California
$195K +$52.1K +1,708 +25%
Morgan Stanley
16
Morgan Stanley
New York
$193K +$42K +1,376 +19%
Bank of America
17
Bank of America
North Carolina
$166K +$117K +3,845 +107%
JP Morgan Chase
18
JP Morgan Chase
New York
$148K +$45.9K +1,505 +30%
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$135K +$2.11K +69 +1%
UBS Group
20
UBS Group
Switzerland
$111K -$71.8K -2,352 -32%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$92K
AIG
22
American International Group
New York
$52K -$4.06K -133 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$32K +$33.6K +1,099 +342%
Barclays
24
Barclays
United Kingdom
$29K -$80K -2,621 -67%
Deutsche Bank
25
Deutsche Bank
Germany
$28K -$2.38K -78 -6%

UNB Hedge Fund Activity: Q1 2020 in Review

35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2020, worth a combined $16.5M — down 40% from $27.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UNB and 3 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was Northern Trust, adding an estimated $140K. The largest seller was FNY Investment Advisers, exiting entirely with an estimated $665K sold.

  • 35 institutional investors held Union Bankshares (UNB) as of Q1 2020, down from 42 in Q4 2019.
  • Funds reported $16.5M of Union Bankshares stock for Q1 2020, down 40% quarter-over-quarter.
  • 3 funds opened new Union Bankshares positions in Q1 2020 and 8 closed out, a net change of -5 holders.
  • The largest Union Bankshares buyer in Q1 2020 was Northern Trust, an estimated $140K added.
  • The largest Union Bankshares seller in Q1 2020 was FNY Investment Advisers, an estimated $665K sold.

Based on aggregated 13F filings for Q1 2020.