Atlantic Union Bankshares
AUB
106 hedge funds and large institutions have $419M invested in Atlantic Union Bankshares in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 13 closing their positions.
25% more capital invested
Capital invested by funds: $337M → $419M (+$82.5M)
3% less funds holding
Funds holding: 109 → 106 (-3)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
35% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$41.3M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$15.5M |
| 3 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$11.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$5.74M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.61M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$4.64M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$3.68M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$1.87M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.5M |
AUB Hedge Fund Activity: Q4 2013 in Review
106 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2013, worth a combined $419M — up 25% from $337M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AUB and 11 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 31 added.
The largest buyer was Heartland Advisors, opening a new position worth an estimated $41.3M. The largest seller was Fidelity Investments, cutting an estimated $6.61M.
- 106 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2013, down from 109 in Q3 2013.
- Funds reported $419M of Atlantic Union Bankshares stock for Q4 2013, up 25% quarter-over-quarter.
- 11 funds opened new Atlantic Union Bankshares positions in Q4 2013 and 13 closed out, a net change of -2 holders.
- The largest Atlantic Union Bankshares buyer in Q4 2013 was Heartland Advisors, an estimated $41.3M added.
- The largest Atlantic Union Bankshares seller in Q4 2013 was Fidelity Investments, an estimated $6.61M sold.
Based on aggregated 13F filings for Q4 2013.