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Atlantic Union Bankshares
AUB

240 hedge funds and large institutions have $1.96B invested in Atlantic Union Bankshares in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

3% more funds holding

Funds holding: 233 → 240 (+7)

2.16% less ownership

Funds ownership: 70.69% → 68.54% (-2.2%)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$179M)

Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
80
Reduced
72
Closed
20
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$3.13M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$18.6M
2
Goldman Sachs
Goldman Sachs
New York
+$9.28M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.2M
4
State Street
State Street
Massachusetts
+$6.31M
5
ECM
ExodusPoint Capital Management
New York
+$3.87M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$18.1M
3
BlackRock
BlackRock
New York
-$13.5M
4
WCM
Wedge Capital Management
North Carolina
-$10.2M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
226
Global Retirement Partners
California
$5K +$39 +1 +0.7%
FRA
227
Front Row Advisors
California
$5K +$1.65K +42 +44%
HR
228
Howe & Rusling
New York
$4K – – –
LC
229
Lindbrook Capital
California
$4K – – –
PA
230
Parallel Advisors
California
$2K -$471 -12 -18%
TFS
231
TrustCore Financial Services
Tennessee
$2K +$2.04K +52 New
BCA
232
Berman Capital Advisors
Georgia
$2K +$2.47K +63 New
AIG
233
American International Group
New York
$1.6K -$49.3K -1,256 -3%
HI
234
Harbour Investments
Wisconsin
$1K -$39 -1 -5%
CWP
235
Concord Wealth Partners
Virginia
$1K – – –
HIA
236
Harbor Investment Advisory
Maryland
$1K – – –
NFG
237
Next Financial Group
Texas
$1K – – –
JFGIW
238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.49K +38 New
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$80 – – –
WCM
240
Wedge Capital Management
North Carolina
– -$10.2M -266,116 Closed
Arrowstreet Capital
241
Arrowstreet Capital
Massachusetts
– -$1.66M -43,300 Closed
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
– -$808K -21,052 Closed
SEI Investments
243
SEI Investments
Pennsylvania
– -$543K -16,255 Closed
ACM
244
AlphaCrest Capital Management
New York
– -$610K -15,900 Closed
MSL
245
Mackay Shields LLC
New York
– -$548K -14,300 Closed
KAS
246
Kestra Advisory Services
Texas
– -$211K -5,495 Closed
SI
247
Stephens Inc
Arkansas
– -$210K -5,475 Closed
VIM
248
Vista Investment Management
Pennsylvania
– -$210K -5,469 Closed
APWM
249
Atlas Private Wealth Management
New York
– -$192K -5,009 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
250
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$175K -4,563 Closed
7 8 9
10
11

AUB Hedge Fund Activity: Q2 2021 in Review

240 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2021, worth a combined $1.96B — down 8.4% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AUB positions and 20 closed out — a net gain of 8 holders — while 80 added to existing stakes and 72 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $18.6M. The largest seller was Wellington Management Group, cutting an estimated $65.1M.

  • 240 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2021, up from 233 in Q1 2021.
  • Funds reported $1.96B of Atlantic Union Bankshares stock for Q2 2021, down 8.4% quarter-over-quarter.
  • 28 funds opened new Atlantic Union Bankshares positions in Q2 2021 and 20 closed out, a net change of +8 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2021 was GW&K Investment Management, an estimated $18.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2021 was Wellington Management Group, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2021.