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Atlantic Union Bankshares

339 hedge funds and large institutions have $3.19B invested in Atlantic Union Bankshares in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,174% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $27K

133% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 78

25% more capital invested

Capital invested by funds: $2.56B → $3.19B (+$636M)

18.33% more ownership

Funds ownership: 75.53%93.86% (+18%)

11% more funds holding

Funds holding: 305339 (+34)

Holders
339
Holders Change
+34
Holders Change %
+11.15%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
136
Reduced
78
Closed
27
Calls
$1.42M
Puts
$27K
Net Calls
+$1.4M
Net Calls Change
+$866K
Name Holding Trade Value Shares
Change
Change in
Stake
X
251
Xponance
Pennsylvania
$243K +$22K +556 +9%
CF
252
Claris Financial
Virginia
$241K +$252K +6,351 New
CL
253
Choreo LLC
Illinois
$236K +$247K +6,224 New
OIA
254
OneDigital Investment Advisors
Kansas
$231K +$241K +6,092 New
PI
255
Parkside Investments
Illinois
$229K +$1.94K +49 +0.8%
SC
256
Savant Capital
Illinois
$228K +$22.1K +557 +10%
PIFP
257
Partners in Financial Planning
Virginia
$227K +$3.01K +76 +1%
AI
258
Atria Investments
North Carolina
$221K +$12.9K +326 +6%
ET
259
Entropy Technologies
New York
$220K +$230K +5,799 New
CA
260
CoreCap Advisors
Michigan
$218K
AQR Capital Management
261
AQR Capital Management
Connecticut
$216K +$226K +5,706 New
ECM
262
EMC Capital Management
Texas
$213K +$4.91K +124 +2%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$212K +$222K +5,596 New
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$211K
BHCM
265
Brevan Howard Capital Management
Jersey
$204K +$213K +5,384 New
GS
266
GTS Securities
New York
$204K +$213K +5,374 New
ZIC
267
ZWJ Investment Counsel
Georgia
$203K +$40 +1 +0%
EMFAT
268
Emerald Mutual Fund Advisers Trust
Pennsylvania
$201K
GWM
269
Geneos Wealth Management
Colorado
$193K -$2.3K -58 -1%
AF
270
Allworth Financial
California
$182K
CPBTD
271
Central Pacific Bank - Trust Division
Hawaii
$182K +$28.5K +720 +18%
KBC Group
272
KBC Group
Belgium
$170K +$63.6K +1,605 +56%
SC
273
SouthState Corp
Florida
$164K
SO
274
STRS Ohio
Ohio
$133K -$11.9K -300 -8%
OP
275
ORG Partners
Indiana
$125K +$1.03K +26 +0.8%

AUB Hedge Fund Activity: Q4 2024 in Review

339 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2024, worth a combined $3.19B — up 25% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AUB positions and 27 closed out — a net gain of 36 holders — while 136 added to existing stakes and 78 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $82.6M. The largest seller was LSV Asset Management, cutting an estimated $11.1M.

  • 339 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2024, up from 305 in Q3 2024.
  • Funds reported $3.19B of Atlantic Union Bankshares stock for Q4 2024, up 25% quarter-over-quarter.
  • 63 funds opened new Atlantic Union Bankshares positions in Q4 2024 and 27 closed out, a net change of +36 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2024 was North Reef Capital Management, an estimated $82.6M added.
  • The largest Atlantic Union Bankshares seller in Q4 2024 was LSV Asset Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.