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Atlantic Union Bankshares
AUB

274 hedge funds and large institutions have $2.08B invested in Atlantic Union Bankshares in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $272K | Put options by funds: $56K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

8% more funds holding

Funds holding: 254 → 274 (+20)

0.7% less ownership

Funds ownership: 79.34% → 78.64% (-0.7%)

4% less capital invested

Capital invested by funds: $2.18B → $2.08B (-$90.8M)

22% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 100

Holders
274
Holders Change
+20
Holders Change %
+7.87%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
78
Reduced
100
Closed
18
Calls
$272K
Puts
$56K
Net Calls
+$216K
Net Calls Change
-$142K

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$14.4M
2
BlackRock
BlackRock
New York
+$11.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.46M
4
OMC
Old Mission Capital
Illinois
+$3.46M
5
LCOV
London Company of Virginia
Virginia
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$18.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$9.98M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$9.68M
4
Millennium Management
Millennium Management
New York
-$9.56M
5
State Street
State Street
Massachusetts
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
276
Campbell & Co Investment Adviser
Maryland
– -$735K -20,127 Closed
Lazard Asset Management
277
Lazard Asset Management
New York
– -$386K -10,579 Closed
NYLIM
278
New York Life Investment Management
New York
– -$363K -9,930 Closed
AA
279
AlphaMark Advisors
Kentucky
– -$307K -8,398 Closed
YIH
280
Y-Intercept (HK)
Hong Kong
– -$245K -6,712 Closed
MM
281
MQS Management
New York
– -$238K -6,521 Closed
VRM
282
Vectors Research Management
New York
– -$224K -6,137 Closed
JF
283
Jump Financial
Illinois
– -$219K -6,000 Closed
PWW
284
Pettyjohn Wood & White
Virginia
– -$203K -5,546 Closed
TSW
285
Thompson Siegel & Walmsley
Virginia
– -$182K -4,977 Closed
EC
286
Elequin Capital
New York
– -$32.1K -879 Closed
ASN
287
Advisory Services Network
Georgia
– -$29.2K -800 Closed
SO
288
STRS Ohio
Ohio
– -$29K -800 Closed
LF
289
Lee Financial
Texas
– -$13.3K -365 Closed
IA
290
IFP Advisors
Florida
– -$7.38K -202 Closed
NFA
291
Northwest Financial Advisors
Virginia
– -$73 -2 Closed
TWC
292
TD Waterhouse Canada
Ontario, Canada
– -$36 -1 Closed
8 9 10 11
12

AUB Hedge Fund Activity: Q1 2024 in Review

274 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2024, worth a combined $2.08B — down 4.2% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AUB positions and 18 closed out — a net gain of 20 holders — while 78 added to existing stakes and 100 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $18.2M.

  • 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2024, up from 254 in Q4 2023.
  • Funds reported $2.08B of Atlantic Union Bankshares stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 38 funds opened new Atlantic Union Bankshares positions in Q1 2024 and 18 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2024 was Westwood Holdings Group, an estimated $14.4M added.
  • The largest Atlantic Union Bankshares seller in Q1 2024 was Morgan Stanley, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2024.