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Union Bankshares
UNB

25 hedge funds and large institutions have $9.43M invested in Union Bankshares in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $8.85M → $9.43M (+$583K)

0.41% more ownership

Funds ownership: 10.58% → 10.99% (+0.41%)

11% less funds holding

Funds holding: 28 → 25 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

86% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 14

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$449K
2
ICM
Invenomic Capital Management
Massachusetts
+$291K
3
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$39.4K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$191K
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.9K
3
BlackRock
BlackRock
New York
-$29K
4
Barclays
Barclays
United Kingdom
-$20K
5
Morgan Stanley
Morgan Stanley
New York
-$18.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.15M – – –
CS
2
Cannell & Spears
New York
$1.07M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$748K -$74.9K -3,931 -10%
Northern Trust
4
Northern Trust
Illinois
$719K -$3.47K -182 -0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$629K -$1.1K -58 -0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$576K – – –
TCOV
7
Trust Company of Vermont
Vermont
$556K – – –
ICM
8
Invenomic Capital Management
Massachusetts
$548K +$291K +15,281 +130%
BCM
9
Bridgeway Capital Management
Texas
$525K – – –
LPL Financial
10
LPL Financial
California
$477K +$449K +23,538 New
CCMINC
11
Cardinal Capital Management Inc (North Carolina)
North Carolina
$468K +$39.4K +2,065 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$270K -$15.8K -827 -6%
Morgan Stanley
13
Morgan Stanley
New York
$266K -$18.8K -988 -7%
BlackRock
14
BlackRock
New York
$205K -$29K -1,520 -13%
Wells Fargo
15
Wells Fargo
California
$124K -$896 -47 -0.8%
UBS Group
16
UBS Group
Switzerland
$30K -$76 -4 -0.3%
Bank of America
17
Bank of America
North Carolina
$29K -$4.34K -228 -14%
TRCT
18
Tower Research Capital (TRC)
New York
$10K -$18K -946 -66%
CYG
19
Clean Yield Group
Vermont
$9K – – –
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$5.96K -$12.6K -661 -69%
Osaic Holdings
21
Osaic Holdings
Arizona
$3K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2K -$762 -40 -28%
ME
23
McIlrath & Eck
Washington
$2K – – –
Millennium Management
24
Millennium Management
New York
$550 -$191K -10,026 -27%
Barclays
25
Barclays
United Kingdom
– -$20K -1,062 Closed
1
2

UNB Hedge Fund Activity: Q3 2020 in Review

25 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2020, worth a combined $9.43M — up 6.6% from $8.85M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UNB and 1 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 2 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $449K. The largest seller was Millennium Management, cutting an estimated $191K.

  • 25 institutional investors held Union Bankshares (UNB) as of Q3 2020, down from 28 in Q2 2020.
  • Funds reported $9.43M of Union Bankshares stock for Q3 2020, up 6.6% quarter-over-quarter.
  • 1 fund opened new Union Bankshares positions in Q3 2020 and 4 closed out, a net change of -3 holders.
  • The largest Union Bankshares buyer in Q3 2020 was LPL Financial, an estimated $449K added.
  • The largest Union Bankshares seller in Q3 2020 was Millennium Management, an estimated $191K sold.

Based on aggregated 13F filings for Q3 2020.