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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
WSFS
276
Wilmington Savings Fund Society
Delaware
$121K
EWM
277
Evermay Wealth Management
Virginia
$117K
MSG
278
Main Street Group
Virginia
$117K
Nisa Investment Advisors
279
Nisa Investment Advisors
Missouri
$111K +$3.57K +90 +3%
SCM
280
Sterling Capital Management
North Carolina
$109K +$102K +2,573 +838%
SPIA
281
Steward Partners Investment Advisory
New York
$100K +$4K +101 +4%
TRCT
282
Tower Research Capital (TRC)
New York
$98.1K -$361K -9,121 -78%
VWM
283
Venturi Wealth Management
Texas
$90.9K +$95.1K +2,400 New
FHA
284
First Horizon Advisors
Tennessee
$81.9K +$5.39K +136 +7%
IMC
285
Investment Management Corporation
Virginia
$71.8K +$75.1K +1,895 New
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$66.1K +$1.55K +39 +2%
CFGS
287
Concourse Financial Group Securities
Alabama
$55.9K +$396 +10 +0.7%
GI
288
GAMMA Investing
California
$50.2K +$11.3K +284 +27%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$49.4K -$951 -24 -2%
BTI
290
Blue Trust Inc
Georgia
$45.1K -$35.6K -899 -43%
SAM
291
Smartleaf Asset Management
Massachusetts
$40.6K +$27.7K +699 +186%
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$38.9K -$139K -3,509 -77%
UB
293
UMB Bank
Missouri
$36.8K -$5.31K -134 -12%
MCM
294
MAI Capital Management
Ohio
$36.7K +$38.4K +969 New
Nomura Asset Management
295
Nomura Asset Management
Japan
$35.2K
SWP
296
SIMA Wealth Partners
Virginia
$33.3K +$34.8K +878 New
Barrow, Hanley, Mewhinney & Strauss
297
Barrow, Hanley, Mewhinney & Strauss
Texas
$29K +$8.48K +214 +39%
RS
298
R Squared
Hong Kong
$27.7K +$28.9K +730 New
HNB
299
Huntington National Bank
Ohio
$25.8K -$1.94K -49 -7%
CWP
300
Concord Wealth Partners
Virginia
$25.6K

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.