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Atlantic Union Bankshares

305 hedge funds and large institutions have $2.56B invested in Atlantic Union Bankshares in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

672% more call options, than puts

Call options by funds: $610K | Put options by funds: $79K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $2.17B → $2.56B (+$385M)

11% more funds holding

Funds holding: 274305 (+31)

1.93% more ownership

Funds ownership: 73.6%75.53% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

Holders
305
Holders Change
+31
Holders Change %
+11.31%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
103
Reduced
94
Closed
17
Calls
$610K
Puts
$79K
Net Calls
+$531K
Net Calls Change
+$339K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$209K
AI
227
Atria Investments
North Carolina
$207K +$207K +5,508 New
SC
228
Savant Capital
Illinois
$206K +$206K +5,461 New
PP
229
Paloma Partners
Connecticut
$203K +$203K +5,400 New
VI
230
Versor Investments
New York
$203K +$203K +5,400 New
ZIC
231
ZWJ Investment Counsel
Georgia
$202K +$202K +5,360 New
EMFAT
232
Emerald Mutual Fund Advisers Trust
Pennsylvania
$199K
GWM
233
Geneos Wealth Management
Colorado
$194K +$18K +478 +10%
SWM
234
Spire Wealth Management
Virginia
$186K +$186K +4,935 New
AF
235
Allworth Financial
California
$181K
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$172K +$131K +3,468 +313%
SC
237
SouthState Corp
Florida
$163K
CPBTD
238
Central Pacific Bank - Trust Division
Hawaii
$154K -$59.1K -1,570 -28%
SO
239
STRS Ohio
Ohio
$143K +$64K +1,700 +81%
SG Americas Securities
240
SG Americas Securities
New York
$139K -$581K -15,429 -81%
OP
241
ORG Partners
Indiana
$124K
WSFS
242
Wilmington Savings Fund Society
Delaware
$121K +$121K +3,203 New
EWM
243
Evermay Wealth Management
Virginia
$117K
MSG
244
Main Street Group
Virginia
$116K
KBC Group
245
KBC Group
Belgium
$108K
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
$107K -$38 -1 -0%
SPIA
247
Steward Partners Investment Advisory
New York
$95.7K +$10.3K +275 +12%
FHA
248
First Horizon Advisors
Tennessee
$76.3K +$6.47K +172 +9%
CFM
249
Catalyst Funds Management
Australia
$75.3K +$75.3K +2,000 New
BTI
250
Blue Trust Inc
Georgia
$68.6K +$41.2K +1,095 +110%

AUB Hedge Fund Activity: Q3 2024 in Review

305 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2024, worth a combined $2.56B — up 18% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AUB positions and 17 closed out — a net gain of 31 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.3M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.

  • 305 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2024, up from 274 in Q2 2024.
  • Funds reported $2.56B of Atlantic Union Bankshares stock for Q3 2024, up 18% quarter-over-quarter.
  • 48 funds opened new Atlantic Union Bankshares positions in Q3 2024 and 17 closed out, a net change of +31 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2024 was Ameriprise, an estimated $36.3M added.
  • The largest Atlantic Union Bankshares seller in Q3 2024 was LSV Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.