Atlantic Union Bankshares
AUB
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.
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: 234 → 241 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$31.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$26M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$16.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.8M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$8.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$44.2M |
| 2 |
Millennium Management
New York
|
-$16M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$7.31M |
| 4 |
Goldman Sachs
New York
|
-$6.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
251
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1K | -36 | Closed |
|
252
Simplex Trading
Chicago,
Illinois
| – | -$977 | -29 | -49% |
|
253
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -26 | Closed |
|
|
SIC
254
SJS Investment Consulting
Sylvania,
Ohio
| – | +$404 | +12 | New |
|
|
PA
255
Parallel Advisors
San Francisco,
California
| – | +$472 | +14 | New |
|
|
BIA
256
Bell Investment Advisors
Oakland,
California
| – | +$505 | +15 | New |
|
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.