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Atlantic Union Bankshares

158 hedge funds and large institutions have $917M invested in Atlantic Union Bankshares in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

58.89% more ownership

Funds ownership: 0%58.89% (+59%)

37% more capital invested

Capital invested by funds: $670M → $917M (+$247M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 156158 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
53
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Systematic Financial Management
New Jersey
$6.88M +$672K +21,350 +12%
Prudential Financial
27
Prudential Financial
New Jersey
$6.64M -$755K -23,990 -11%
BIM
28
BlackRock Investment Management
Delaware
$6.38M -$57.2K -1,818 -1%
Charles Schwab
29
Charles Schwab
California
$6M +$395K +12,554 +8%
Bank of America
30
Bank of America
North Carolina
$5.55M +$317K +10,084 +7%
BCM
31
Bridgeway Capital Management
Texas
$5.19M
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$4.58M -$142K -4,520 -3%
MCM
33
Matarin Capital Management
New York
$4.55M -$501K -15,935 -11%
NI
34
Numeric Investors
Massachusetts
$4.4M -$126K -4,000 -3%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$4.39M +$3.86M +122,721 New
Wells Fargo
36
Wells Fargo
California
$3.88M -$390K -12,403 -10%
TA
37
Teachers Advisors
New York
$3.51M +$574K +18,247 +23%
First Trust Advisors
38
First Trust Advisors
Illinois
$3.38M +$793K +25,219 +36%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.25M +$2.19M +69,684 +329%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$3.2M -$75.5K -2,400 -3%
Deutsche Bank
41
Deutsche Bank
Germany
$3.04M +$293K +9,304 +12%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.66M -$84.5K -2,686 -3%
GC
43
Guggenheim Capital
Illinois
$2.57M +$116K +3,681 +5%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.53M
Nordea Investment Management
45
Nordea Investment Management
Sweden
$2.52M +$944K +30,000 +74%
CAM
46
ClariVest Asset Management
California
$2.52M +$944K +30,000 +74%
Allianz Asset Management
47
Allianz Asset Management
Germany
$2.52M +$374K +11,904 +20%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$2.43M +$351K +11,158 +20%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.42M -$47.2K -1,500 -2%
BG
50
BlackRock Group
United Kingdom
$2.4M +$60.8K +1,932 +3%

AUB Hedge Fund Activity: Q4 2016 in Review

158 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2016, worth a combined $917M — up 37% from $670M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AUB positions and 15 closed out — a net gain of 3 holders — while 53 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $7.38M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $12.8M.

  • 158 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2016, up from 156 in Q3 2016.
  • Funds reported $917M of Atlantic Union Bankshares stock for Q4 2016, up 37% quarter-over-quarter.
  • 18 funds opened new Atlantic Union Bankshares positions in Q4 2016 and 15 closed out, a net change of +3 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $7.38M added.
  • The largest Atlantic Union Bankshares seller in Q4 2016 was Manulife (Manufacturers Life Insurance), an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2016.