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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
Bessemer Group
276
Bessemer Group
New Jersey
$8K +$3.88K +103 +106%
NA
277
NewEdge Advisors
Louisiana
$7.78K +$75 +2 +1%
C
278
Covestor
United Kingdom
$7K +$38 +1 +0.5%
EWA
279
EverSource Wealth Advisors
Alabama
$4.9K +$113 +3 +2%
RTL
280
Red Tortoise LLC
Georgia
$3.77K
RIL
281
Rothschild Investment LLC
Illinois
$3.39K +$2.07K +55 +157%
ATS
282
Ashton Thomas Securities
New York
$3.13K +$3.12K +83 New
JWA
283
JFS Wealth Advisors
Pennsylvania
$2.45K +$75 +2 +3%
FFA
284
Farther Finance Advisors
California
$2.3K +$301 +8 +15%
SIC
285
Salem Investment Counselors
North Carolina
$2.04K +$2.03K +54 New
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$1.96K
FFO
287
Fortitude Family Office
Arizona
$1.28K +$1.28K +34 New
PWA
288
Provenance Wealth Advisors
Florida
$1.09K
BF
289
BOK Financial
Oklahoma
$1.05K +$1.09K +29 New
HWM
290
Hemington Wealth Management
Virginia
$1K +$1.69K +45 New
CPA
291
Capital Performance Advisors
California
$829 +$828 +22 New
FNWA
292
Financial Network Wealth Advisors
Utah
$716 +$715 +19 New
SIC
293
SJS Investment Consulting
Ohio
$679
HIA
294
Harbor Investment Advisory
Maryland
$640
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$565 +$564 +15 New
IAIM
296
International Assets Investment Management
Florida
$540 +$765K +20,342 New
DPW
297
DiNuzzo Private Wealth
Pennsylvania
$528
LFG
298
Larson Financial Group
Missouri
$414
PFBT
299
Parkside Financial Bank & Trust
Missouri
$264
AAP
300
Arax Advisory Partners
Colorado
$264 +$263 +7 New

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.