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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
MFG
301
Mendota Financial Group
Wisconsin
$227 +$226 +6 New
AF
302
Advisornet Financial
Minnesota
$188 +$188 +5 New
CA
303
Claris Advisors
Missouri
$188 +$188 +5 New
NFA
304
Northwest Financial Advisors
Virginia
$75 +$75 +2 New
TFM
305
TFC Financial Management
Massachusetts
$38
Ohio Public Employees Retirement System (OPERS)
306
Ohio Public Employees Retirement System (OPERS)
Ohio
-$3.31M -100,893 Closed
Wellington Management Group
307
Wellington Management Group
Massachusetts
-$1.24M -37,839 Closed
BCM
308
Bridgeway Capital Management
Texas
-$1.11M -33,750 Closed
Arrowstreet Capital
309
Arrowstreet Capital
Massachusetts
-$1.03M -31,518 Closed
Balyasny Asset Management
310
Balyasny Asset Management
Illinois
-$1.03M -31,430 Closed
HSBC Holdings
311
HSBC Holdings
United Kingdom
-$535K -16,306 Closed
I
312
InceptionR
California
-$458K -13,955 Closed
Man Group
313
Man Group
United Kingdom
-$445K -13,548 Closed
GCP
314
GSA Capital Partners
United Kingdom
-$400K -12,186 Closed
RAM
315
Readystate Asset Management
Illinois
-$331K -10,088 Closed
AG
316
Algert Global
California
-$296K -9,009 Closed
CCAL
317
City Center Advisors LLC
Michigan
-$295K -8,346 Closed
TFF
318
The Family Firm
Maryland
-$84.6K -2,575 Closed
FRA
319
Front Row Advisors
California
-$5.26K -160 Closed
IC
320
Innealta Capital
Texas
-$2.46K -75 Closed
JFGIW
321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$822 -25 Closed
TWC
322
TD Waterhouse Canada
Ontario, Canada
-$33 -1 Closed

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.