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Atlantic Union Bankshares

117 hedge funds and large institutions have $629M invested in Atlantic Union Bankshares in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 23

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

50% more capital invested

Capital invested by funds: $419M → $629M (+$210M)

10% more funds holding

Funds holding: 106117 (+11)

Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
60
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$3.67M +$1.88M +75,992 +111%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$3.15M -$2.4M -96,700 -44%
PPA
28
Parametric Portfolio Associates
Washington
$3.13M +$1.54M +62,082 +102%
BCM
29
Bridgeway Capital Management
Texas
$3.04M +$2.97M +119,594 New
Charles Schwab
30
Charles Schwab
California
$3.04M +$1.63M +65,632 +122%
WCM
31
Wedge Capital Management
North Carolina
$2.36M +$1.02M +41,153 +79%
QBFM
32
QS Batterymarch Financial Management
New York
$2.24M +$195K +7,860 +10%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$1.96M +$1M +40,322 +110%
MFIMFI
34
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.86M -$24.8K -999 -1%
AllianceBernstein
35
AllianceBernstein
Tennessee
$1.85M +$942K +37,975 +110%
DHFB
36
Dixon Hubard Feinour & Brown
Virginia
$1.74M +$1.7M +68,550 New
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.67M -$43.5K -1,755 -3%
KCM
38
Kennedy Capital Management
Missouri
$1.66M -$317K -12,796 -16%
SO
39
STRS Ohio
Ohio
$1.64M +$780K +31,456 +95%
SAM
40
Silvercrest Asset Management
New York
$1.63M +$1.59M +63,993 New
TA
41
Teachers Advisors
New York
$1.58M +$807K +32,527 +109%
First Trust Advisors
42
First Trust Advisors
Illinois
$1.58M +$904K +36,451 +142%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.51M +$693K +27,935 +85%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.39M +$651K +26,243 +92%
Wells Fargo
45
Wells Fargo
California
$1.37M -$8.8K -355 -0.7%
NFA
46
Nationwide Fund Advisors
Ohio
$1.32M +$825K +33,256 +178%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.3M +$674K +27,158 +114%
CS
48
Credit Suisse
Switzerland
$1.29M +$353K +14,243 +39%
ANTB
49
AMG National Trust Bank
Colorado
$1.14M -$20K -806 -2%
ProShare Advisors
50
ProShare Advisors
Maryland
$1.09M +$1.06M +42,807 New

AUB Hedge Fund Activity: Q1 2014 in Review

117 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2014, worth a combined $629M — up 50% from $419M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AUB positions and 12 closed out — a net gain of 12 holders — while 60 added to existing stakes and 23 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $34.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $2.4M.

  • 117 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2014, up from 106 in Q4 2013.
  • Funds reported $629M of Atlantic Union Bankshares stock for Q1 2014, up 50% quarter-over-quarter.
  • 24 funds opened new Atlantic Union Bankshares positions in Q1 2014 and 12 closed out, a net change of +12 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2014 was Dimensional Fund Advisors, an estimated $34.3M added.
  • The largest Atlantic Union Bankshares seller in Q1 2014 was Lord, Abbett & Co, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2014.