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Union Bankshares
UNB

25 hedge funds and large institutions have $11.1M invested in Union Bankshares in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding

Funds holding: 24 → 25 (+1)

0.48% more ownership

Funds ownership: 10.83% → 11.3% (+0.48%)

2% less capital invested

Capital invested by funds: $11.3M → $11.1M (-$188K)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$330K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$121K
3
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$38.9K
4
Renaissance Technologies
Renaissance Technologies
New York
+$31.1K
5
LPL Financial
LPL Financial
California
+$19.4K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$20.7K
2
TCOV
Trust Company of Vermont
Vermont
-$19.2K
3
Morgan Stanley
Morgan Stanley
New York
-$12.9K
4
State Street
State Street
Massachusetts
-$11.4K
5
Northern Trust
Northern Trust
Illinois
-$4.48K

UNB Hedge Fund Activity: Q3 2023 in Review

25 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2023, worth a combined $11.1M — down 1.7% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UNB positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $330K. The largest seller was BlackRock, cutting an estimated $20.7K.

  • 25 institutional investors held Union Bankshares (UNB) as of Q3 2023, up from 24 in Q2 2023.
  • Funds reported $11.1M of Union Bankshares stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 1 fund opened new Union Bankshares positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Union Bankshares buyer in Q3 2023 was Fidelity Investments, an estimated $330K added.
  • The largest Union Bankshares seller in Q3 2023 was BlackRock, an estimated $20.7K sold.

Based on aggregated 13F filings for Q3 2023.