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Atlantic Union Bankshares

274 hedge funds and large institutions have $2.17B invested in Atlantic Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $296K | Put options by funds: $104K

77% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 70

4% more capital invested

Capital invested by funds: $2.08B → $2.17B (+$86.1M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 274274 (0)

5.05% less ownership

Funds ownership: 78.64%73.6% (-5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
274
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
124
Reduced
70
Closed
36
Calls
$296K
Puts
$104K
Net Calls
+$192K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evermay Wealth Management
Virginia
$102K
MSG
227
Main Street Group
Virginia
$101K
KBC Group
228
KBC Group
Belgium
$94K +$20.7K +636 +28%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$93.2K -$80.4K -2,467 -47%
TFF
230
The Family Firm
Maryland
$84.6K +$83.9K +2,575 New
SPIA
231
Steward Partners Investment Advisory
New York
$74.4K -$27.4K -841 -27%
SO
232
STRS Ohio
Ohio
$69K +$68.4K +2,100 New
FHA
233
First Horizon Advisors
Tennessee
$60.9K -$4.21K -129 -7%
IRC
234
Investors Research Corp
Georgia
$52.6K
CFGS
235
Concourse Financial Group Securities
Alabama
$48.3K +$43.9K +1,346 +1,094%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$43.1K +$2.9K +89 +7%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$36K +$1.34K +41 +4%
BTI
238
Blue Trust Inc
Georgia
$35.1K +$3.16K +97 +11%
MG
239
Mather Group
Illinois
$26.4K
CWP
240
Concord Wealth Partners
Virginia
$22.2K +$22K +675 New
HNB
241
Huntington National Bank
Ohio
$21.5K -$11.6K -356 -35%
NS
242
NBC Securities
Alabama
$21K
UB
243
UMB Bank
Missouri
$20.4K +$391 +12 +2%
GI
244
GAMMA Investing
California
$18.1K +$7.43K +228 +70%
GRP
245
Global Retirement Partners
California
$18.1K +$17.7K +542 +6,022%
Nomura Asset Management
246
Nomura Asset Management
Japan
$17.1K
S
247
SignatureFD
Georgia
$14.1K -$1.96K -60 -12%
SAM
248
Smartleaf Asset Management
Massachusetts
$13.9K +$14.1K +434 New
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$11K -$2.84K -87 -21%
PTC
250
Private Trust Company
Ohio
$10.9K

AUB Hedge Fund Activity: Q2 2024 in Review

274 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2024, worth a combined $2.17B — up 4.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 36 closed out — a net gain of 1 holder — while 124 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $66.6M. The largest seller was Millennium Management, exiting entirely with an estimated $12M sold.

  • 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.17B of Atlantic Union Bankshares stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest Atlantic Union Bankshares buyer in Q2 2024 was BlackRock, an estimated $66.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2024 was Millennium Management, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.