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Atlantic Union Bankshares

143 hedge funds and large institutions have $943M invested in Atlantic Union Bankshares in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 38

34% more call options, than puts

Call options by funds: $231K | Put options by funds: $173K

4.37% more ownership

Funds ownership: 59.56%63.92% (+4.4%)

3% more capital invested

Capital invested by funds: $911M → $943M (+$31.8M)

6% less funds holding

Funds holding: 152143 (-9)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
64
Reduced
38
Closed
21
Calls
$231K
Puts
$173K
Net Calls
+$58K
Net Calls Change
-$335K
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$6.11M +$30.7K +900 +0.5%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$5.61M +$4.72M +138,320 +510%
Prudential Financial
28
Prudential Financial
New Jersey
$5.42M +$841K +24,660 +18%
CAM
29
ClariVest Asset Management
California
$5.25M +$44.3K +1,300 +0.8%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$5.24M +$44.3K +1,300 +0.8%
Norges Bank
31
Norges Bank
Norway
$5.24M +$5.27M +154,610 New
Bank of America
32
Bank of America
North Carolina
$5.21M -$139K -4,078 -3%
WSFS
33
Wilmington Savings Fund Society
Delaware
$5M +$3.19M +93,637 +174%
BCM
34
Bridgeway Capital Management
Texas
$4.92M
Russell Investments Group
35
Russell Investments Group
United Kingdom
$4.91M +$868K +25,456 +21%
MCM
36
Matarin Capital Management
New York
$4.86M +$6.86K +201 +0.1%
Wells Fargo
37
Wells Fargo
California
$4.78M +$1.2M +35,197 +33%
AQR Capital Management
38
AQR Capital Management
Connecticut
$4.32M -$3.07M -89,938 -41%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$4.29M -$105K -3,079 -2%
First Trust Advisors
40
First Trust Advisors
Illinois
$3.65M -$1.42M -41,610 -28%
NI
41
Numeric Investors
Massachusetts
$3.05M -$1.95M -57,200 -39%
PPA
42
Parametric Portfolio Associates
Washington
$2.61M +$314K +9,212 +14%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$2.59M -$305K -8,948 -10%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.44M
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$2.4M +$2.41M +70,651 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$2.3M -$222K -6,500 -9%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.28M -$77.8K -2,280 -3%
Federated Hermes
48
Federated Hermes
Pennsylvania
$2.22M +$129K +3,772 +6%
SAM
49
Silvercrest Asset Management
New York
$2.13M
Invesco
50
Invesco
Georgia
$2.12M +$448K +13,141 +27%

AUB Hedge Fund Activity: Q2 2017 in Review

143 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2017, worth a combined $943M — up 3.5% from $911M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AUB and 13 opened new positions — a net loss of 8 holders — while 38 trimmed existing stakes and 64 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27.9M. The largest seller was Arrowstreet Capital, cutting an estimated $6.53M.

  • 143 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2017, down from 152 in Q1 2017.
  • Funds reported $943M of Atlantic Union Bankshares stock for Q2 2017, up 3.5% quarter-over-quarter.
  • 13 funds opened new Atlantic Union Bankshares positions in Q2 2017 and 21 closed out, a net change of -8 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2017 was Bank of New York Mellon, an estimated $27.9M added.
  • The largest Atlantic Union Bankshares seller in Q2 2017 was Arrowstreet Capital, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2017.