Atlantic Union Bankshares
AUB
214 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 19 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
11% more capital invested
Capital invested by funds: $1.96B → $2.18B (+$217M)
3.41% more ownership
Funds ownership: 67.74% → 71.15% (+3.4%)
2% more funds holding
Funds holding: 210 → 214 (+4)
6% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$74.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$51.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.2M |
| 4 |
BlackRock
New York
|
+$8.99M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$7.35M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$6.99M |
| 3 |
Bank of New York Mellon
New York
|
-$6.05M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$5.81M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$5.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
226
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$21K | -604 | Closed |
|
|
BFEC
227
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$20K | -574 | Closed |
|
228
Rockefeller Capital Management
New York
| – | -$4K | -112 | Closed |
|
|
ED
229
Exane Derivatives
Paris,
France
| – | -$2.65K | -75 | Closed |
|
|
FANJ
230
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$1K | -41 | Closed |
|
|
BL
231
Balentine LLC
Atlanta,
Georgia
| – | -$1K | -35 | Closed |
|
|
CAW
232
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$1K | -32 | Closed |
|
AUB Hedge Fund Activity: Q3 2019 in Review
214 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2019, worth a combined $2.18B — up 11% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AUB positions and 19 closed out — a net gain of 4 holders — while 68 added to existing stakes and 72 trimmed.
The largest buyer was State Street, opening a new position worth an estimated $74.3M. The largest seller was FJ Capital Management, cutting an estimated $7.35M.
- 214 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2019, up from 210 in Q2 2019.
- Funds reported $2.18B of Atlantic Union Bankshares stock for Q3 2019, up 11% quarter-over-quarter.
- 23 funds opened new Atlantic Union Bankshares positions in Q3 2019 and 19 closed out, a net change of +4 holders.
- The largest Atlantic Union Bankshares buyer in Q3 2019 was State Street, an estimated $74.3M added.
- The largest Atlantic Union Bankshares seller in Q3 2019 was FJ Capital Management, an estimated $7.35M sold.
Based on aggregated 13F filings for Q3 2019.