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Atlantic Union Bankshares
AUB

138 hedge funds and large institutions have $1.02B invested in Atlantic Union Bankshares in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

8% more capital invested

Capital invested by funds: $943M → $1.02B (+$75.9M)

2.1% more ownership

Funds ownership: 63.92% → 66.02% (+2.1%)

3% less funds holding

Funds holding: 143 → 138 (-5)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
47
Reduced
42
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$19.4M
3
Norges Bank
Norges Bank
Norway
+$13.6M
4
KCM
Kennedy Capital Management
Missouri
+$11.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.56M

Top Sellers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
-$11.2M
2
Millennium Management
Millennium Management
New York
-$8.85M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$5.99M
4
CAM
ClariVest Asset Management
California
-$5.25M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$6.61M -$636K -19,737 -10%
WSFS
27
Wilmington Savings Fund Society
Delaware
$6.59M +$1.27M +39,346 +27%
LSV Asset Management
28
LSV Asset Management
Illinois
$6.36M – – –
Wellington Management Group
29
Wellington Management Group
Massachusetts
$6.18M +$4.77M +148,164 +553%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$5.84M – – –
Bank of America
31
Bank of America
North Carolina
$5.39M -$30K -932 -0.6%
AUB
32
Atlantic Union Bankshares
Virginia
$5.16M -$32 -1 -0%
BCM
33
Bridgeway Capital Management
Texas
$5.12M – – –
Wells Fargo
34
Wells Fargo
California
$5.02M +$43.9K +1,364 +1%
Deutsche Bank
35
Deutsche Bank
Germany
$4.71M -$4.12M -127,986 -49%
Two Sigma Investments
36
Two Sigma Investments
New York
$4.4M +$2.12M +65,731 +111%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$4.06M -$370K -11,500 -9%
MPAM
38
Monarch Partners Asset Management
Massachusetts
$3.17M +$2.89M +89,680 New
MCM
39
Matarin Capital Management
New York
$3.12M -$1.78M -55,177 -38%
AQR Capital Management
40
AQR Capital Management
Connecticut
$2.95M -$1.42M -43,960 -34%
ICOM
41
Investment Counselors of Maryland
Maryland
$2.9M +$2.65M +82,297 New
TA
42
Teachers Advisors
New York
$2.9M -$11.2M -347,850 -81%
PPA
43
Parametric Portfolio Associates
Washington
$2.87M +$136K +4,209 +5%
Citadel Advisors
44
Citadel Advisors
Florida
$2.8M +$956K +29,688 +60%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.71M +$2.25M +70,008 +1,015%
First Trust Advisors
46
First Trust Advisors
Illinois
$2.66M -$1.04M -32,203 -30%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$2.62M +$211K +6,538 +10%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.54M – – –
Federated Hermes
49
Federated Hermes
Pennsylvania
$2.5M +$178K +5,530 +8%
MC
50
Martin & Co
Tennessee
$2.44M +$578K +17,941 +35%
1
2
3 4 5

AUB Hedge Fund Activity: Q3 2017 in Review

138 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2017, worth a combined $1.02B — up 8.1% from $943M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AUB and 17 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 47 added.

The largest buyer was Bank of New York Mellon, adding an estimated $21.6M. The largest seller was Teachers Advisors, cutting an estimated $11.2M.

  • 138 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2017, down from 143 in Q2 2017.
  • Funds reported $1.02B of Atlantic Union Bankshares stock for Q3 2017, up 8.1% quarter-over-quarter.
  • 17 funds opened new Atlantic Union Bankshares positions in Q3 2017 and 21 closed out, a net change of -4 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2017 was Bank of New York Mellon, an estimated $21.6M added.
  • The largest Atlantic Union Bankshares seller in Q3 2017 was Teachers Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2017.