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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
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$1.97K
PWA
327
Provenance Wealth Advisors
Florida
$1.1K
FFO
328
Fortitude Family Office
Arizona
$795 -$515 -13 -38%
HIA
329
Harbor Investment Advisory
Maryland
$644
SIC
330
SJS Investment Consulting
Ohio
$569 -$119 -3 -17%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$568
DPW
332
DiNuzzo Private Wealth
Pennsylvania
$531
IA
333
IFP Advisors
Florida
$492
LFG
334
Larson Financial Group
Missouri
$417
AAP
335
Arax Advisory Partners
Colorado
$266
PFBT
336
Parkside Financial Bank & Trust
Missouri
$266
HCP
337
Hexagon Capital Partners
Arkansas
$227 +$238 +6 New
GFPC
338
Global Financial Private Client
Florida
$189 +$198 +5 New
PWM
339
Parkworth Wealth Management
California
$76 +$79 +2 New
TFM
340
TFC Financial Management
Massachusetts
$38
Qube Research & Technologies (QRT)
341
Qube Research & Technologies (QRT)
United Kingdom
-$1.67M -44,249 Closed
PAM
342
Paradigm Asset Management
New York
-$1.53M -40,500 Closed
IAIM
343
International Assets Investment Management
Florida
-$540 -20,342 Closed
YIH
344
Y-Intercept (HK)
Hong Kong
-$563K -14,950 Closed
DA
345
Dover Advisors
Virginia
-$401K -10,656 Closed
SI
346
Stephens Inc
Arkansas
-$393K -10,434 Closed
ECM
347
ExodusPoint Capital Management
New York
-$371K -9,846 Closed
FNA
348
First National Advisers
Nebraska
-$315K -8,364 Closed
AWM
349
Axxcess Wealth Management
California
-$247K -6,549 Closed
ACM
350
Aster Capital Management
United Arab Emirates
-$233K -6,179 Closed

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.