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Atlantic Union Bankshares

241 hedge funds and large institutions have $1.66B invested in Atlantic Union Bankshares in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

3% more funds holding

Funds holding: 234241 (+7)

2.44% more ownership

Funds ownership: 70.66%73.1% (+2.4%)

8% less capital invested

Capital invested by funds: $1.8B → $1.66B (-$142M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
101
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Stonebridge Capital Advisors
Minnesota
$3K
BCWM
227
Bartlett & Co Wealth Management
Ohio
$2.31K -$4.08K -121 -61%
BC
228
Bartlett & Co
Ohio
$2K -$4.08K -121 -61%
MCM
229
Manchester Capital Management
Vermont
$2K -$977 -29 -26%
JWA
230
JFS Wealth Advisors
Pennsylvania
$2K -$741 -22 -28%
CAM
231
ClariVest Asset Management
California
$1K
GWA
232
Gibson Wealth Advisors
Texas
$1K
HIA
233
Harbor Investment Advisory
Maryland
$1K
DI
234
Disciplined Investments
Oklahoma
$1K +$34 +1 +6%
AF
235
Allworth Financial
California
$1K +$135 +4 +31%
SC
236
Schubert & Co
Texas
$1K +$404 +12 +43%
MFIMFI
237
Mesirow Financial Investment Management - Fixed Income
Illinois
-$7.31M -215,625 Closed
WB
238
WesBanco Bank
West Virginia
-$1.18M -34,808 Closed
Toronto Dominion Bank
239
Toronto Dominion Bank
Ontario, Canada
-$576K -16,990 Closed
KFA
240
Krane Funds Advisors
New York
-$441K -12,993 Closed
AA
241
ALPS Advisors
Colorado
-$300K -8,834 Closed
GTCM
242
Gyon Technologies Capital Management
New Jersey
-$299K -8,809 Closed
HSBC Holdings
243
HSBC Holdings
United Kingdom
-$247K -7,206 Closed
CAN
244
Cetera Advisor Networks
California
-$214K -6,322 Closed
CG
245
Colony Group
Massachusetts
-$212K -6,251 Closed
VIM
246
Vista Investment Management
Pennsylvania
-$206K -6,081 Closed
Baird Financial Group
247
Baird Financial Group
Wisconsin
-$206K -6,063 Closed
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
-$19K -584 Closed
TWA
249
TCI Wealth Advisors
Arizona
-$6.71K -199 -98%
SFG
250
Steward Financial Group
Texas
-$1K -44 Closed

AUB Hedge Fund Activity: Q3 2022 in Review

241 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2022, worth a combined $1.66B — down 7.9% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AUB positions and 15 closed out — a net gain of 11 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $31.4M. The largest seller was Wellington Management Group, cutting an estimated $44.2M.

  • 241 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2022, up from 234 in Q2 2022.
  • Funds reported $1.66B of Atlantic Union Bankshares stock for Q3 2022, down 7.9% quarter-over-quarter.
  • 26 funds opened new Atlantic Union Bankshares positions in Q3 2022 and 15 closed out, a net change of +11 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2022 was Janus Henderson Group, an estimated $31.4M added.
  • The largest Atlantic Union Bankshares seller in Q3 2022 was Wellington Management Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q3 2022.