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Union Bankshares
UNB

30 hedge funds and large institutions have $18M invested in Union Bankshares in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.06% less ownership

Funds ownership: 13.63% → 13.57% (-0.06%)

3% less funds holding

Funds holding: 31 → 30 (-1)

10% less capital invested

Capital invested by funds: $19.9M → $18M (-$1.9M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$714K
2
Morgan Stanley
Morgan Stanley
New York
+$506K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$120K
4
Renaissance Technologies
Renaissance Technologies
New York
+$70.8K
5
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$21.8K

Top Sellers

Rank Fund Capital Flow
1
PMAM
Penn Mutual Asset Management
Pennsylvania
-$740K
2
Millennium Management
Millennium Management
New York
-$299K
3
BCM
Bridgeway Capital Management
Texas
-$219K
4
LPL Financial
LPL Financial
California
-$84.3K
5
JP Morgan Chase
JP Morgan Chase
New York
-$72.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.86M +$120K +3,824 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.48M +$714K +22,705 +23%
CS
3
Cannell & Spears
New York
$1.45M -$50.6K -1,609 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.03M – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$894K +$70.8K +2,250 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$846K -$10.4K -331 -1%
TCOV
7
Trust Company of Vermont
Vermont
$833K – – –
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$829K +$21.8K +694 +2%
Northern Trust
9
Northern Trust
Illinois
$649K +$1.86K +59 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$580K +$506K +16,093 +481%
LPL Financial
11
LPL Financial
California
$557K -$84.3K -2,679 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$539K +$2.2K +70 +0.4%
BCM
13
Bridgeway Capital Management
Texas
$461K -$219K -6,946 -30%
BlackRock
14
BlackRock
New York
$345K +$11.1K +353 +3%
CFSG
15
Community Financial Services Group
Vermont
$300K – – –
Stifel Financial
16
Stifel Financial
Missouri
$234K – – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$232K -$23.6K -750 -9%
State Street
18
State Street
Massachusetts
$215K +$6.29K +200 +3%
Millennium Management
19
Millennium Management
New York
$211K -$299K -9,494 -57%
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$208K -$740K -23,503 -77%
BAM
21
Belpointe Asset Management
Nevada
$103K – – –
Bank of America
22
Bank of America
North Carolina
$38K -$724 -23 -2%
Wells Fargo
23
Wells Fargo
California
$31K – – –
CYG
24
Clean Yield Group
Vermont
$13K – – –
JP Morgan Chase
25
JP Morgan Chase
New York
$12K -$72.9K -2,316 -85%
1
2

UNB Hedge Fund Activity: Q4 2021 in Review

30 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2021, worth a combined $18M — down 9.6% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UNB and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Fidelity Investments, adding an estimated $714K. The largest seller was Penn Mutual Asset Management, cutting an estimated $740K.

  • 30 institutional investors held Union Bankshares (UNB) as of Q4 2021, down from 31 in Q3 2021.
  • Funds reported $18M of Union Bankshares stock for Q4 2021, down 9.6% quarter-over-quarter.
  • 2 funds opened new Union Bankshares positions in Q4 2021 and 3 closed out, a net change of -1 holder.
  • The largest Union Bankshares buyer in Q4 2021 was Fidelity Investments, an estimated $714K added.
  • The largest Union Bankshares seller in Q4 2021 was Penn Mutual Asset Management, an estimated $740K sold.

Based on aggregated 13F filings for Q4 2021.