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Union Bankshares
UNB

35 hedge funds and large institutions have $21.6M invested in Union Bankshares in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

35% more capital invested

Capital invested by funds: $16M → $21.6M (+$5.62M)

13% more funds holding

Funds holding: 31 → 35 (+4)

1.42% more ownership

Funds ownership: 11.91% → 13.33% (+1.4%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$816K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$650K
3
CFSG
Community Financial Services Group
Vermont
+$337K
4
State Street
State Street
Massachusetts
+$204K
5
TTWM
TCV Trust & Wealth Management
Virginia
+$200K

Top Sellers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
-$300K
2
Renaissance Technologies
Renaissance Technologies
New York
-$144K
3
BCM
Bridgeway Capital Management
Texas
-$104K
4
Millennium Management
Millennium Management
New York
-$25.3K
5
Bank of America
Bank of America
North Carolina
-$8.86K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.55M +$650K +19,423 +18%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.88M +$816K +24,406 +44%
CS
3
Cannell & Spears
New York
$1.81M -$2.01K -60 -0.1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.16M +$10.7K +319 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.11M -$144K -4,299 -12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.08M +$47.5K +1,420 +5%
TCOV
7
Trust Company of Vermont
Vermont
$1.02M +$14K +420 +2%
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$982K +$34.2K +1,022 +4%
BCM
9
Bridgeway Capital Management
Texas
$825K -$104K -3,100 -12%
Northern Trust
10
Northern Trust
Illinois
$787K +$1.5K +45 +0.2%
LPL Financial
11
LPL Financial
California
$787K +$13.9K +416 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$658K -$2.81K -84 -0.5%
Millennium Management
13
Millennium Management
New York
$600K -$25.3K -757 -4%
Morgan Stanley
14
Morgan Stanley
New York
$441K +$4.15K +124 +1%
WI
15
WBI Investments
New Jersey
$409K -$300K -8,964 -44%
BlackRock
16
BlackRock
New York
$400K +$136K +4,081 +59%
CFSG
17
Community Financial Services Group
Vermont
$364K +$337K +10,068 New
Stifel Financial
18
Stifel Financial
Missouri
$312K +$11.6K +346 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$309K -$3.34K -100 -1%
State Street
20
State Street
Massachusetts
$221K +$204K +6,112 New
PMAM
21
Penn Mutual Asset Management
Pennsylvania
$217K +$90.3K +2,700 +82%
TTWM
22
TCV Trust & Wealth Management
Virginia
$217K +$200K +5,973 New
BAM
23
Belpointe Asset Management
Nevada
$128K – – –
JP Morgan Chase
24
JP Morgan Chase
New York
$121K +$57.2K +1,711 +105%
UBS Group
25
UBS Group
Switzerland
$113K +$77.4K +2,316 +290%
1
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UNB Hedge Fund Activity: Q2 2021 in Review

35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2021, worth a combined $21.6M — up 35% from $16M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UNB positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $816K. The largest seller was WBI Investments, cutting an estimated $300K.

  • 35 institutional investors held Union Bankshares (UNB) as of Q2 2021, up from 31 in Q1 2021.
  • Funds reported $21.6M of Union Bankshares stock for Q2 2021, up 35% quarter-over-quarter.
  • 7 funds opened new Union Bankshares positions in Q2 2021 and 3 closed out, a net change of +4 holders.
  • The largest Union Bankshares buyer in Q2 2021 was Fidelity Investments, an estimated $816K added.
  • The largest Union Bankshares seller in Q2 2021 was WBI Investments, an estimated $300K sold.

Based on aggregated 13F filings for Q2 2021.