Atlantic Union Bankshares
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.
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)
Top Buyers
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$18.6M |
| 2 |
Goldman Sachs
New York
|
+$9.28M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$6.31M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$3.87M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$65.1M |
| 2 |
JP Morgan Chase
New York
|
-$18.1M |
| 3 |
BlackRock
New York
|
-$13.5M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$10.2M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$4.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Acadian Asset Management
Boston,
Massachusetts
| – | -$173K | -4,507 | Closed |
|
252
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$157K | -4,119 | Closed |
|
|
AP
253
Arlington Partners
Birmingham,
Alabama
| – | -$63K | -1,631 | Closed |
|
|
BBHC
254
Brown Brothers Harriman & Co
New York
| – | -$12 | -315 | Closed |
|
|
WCM
255
Wealthcare Capital Management
Richmond,
Virginia
| – | -$11K | -292 | Closed |
|
|
SFS
256
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$8K | -192 | Closed |
|
|
TWA
257
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -78 | Closed |
|
|
EP
258
Eudaimonia Partners
Winchester,
Tennessee
| – | -$1K | -25 | Closed |
|
|
CFGS
259
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$902 | -23 | Closed |
|
|
GWS
260
Glassman Wealth Services
Vienna,
Virginia
| – | +$353 | +9 | New |
|
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.