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Atlantic Union Bankshares
AUB

167 hedge funds and large institutions have $1.12B invested in Atlantic Union Bankshares in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

21% more funds holding

Funds holding: 138 → 167 (+29)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $1.02B → $1.12B (+$106M)

5% more ownership

Funds ownership: 66.02% → 71.02% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
167
Holders Change
+29
Holders Change %
+21.01%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
50
Closed
9
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
+$239K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.2M
3
ICOM
Investment Counselors of Maryland
Maryland
+$17M
4
TCM
Tributary Capital Management
Nebraska
+$15M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.75M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.49M
3
EAM
Eagle Asset Management
Florida
-$3.17M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.68M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Asset Management
26
BNP Paribas Asset Management
France
$8.51M +$649K +18,210 +8%
WSFS
27
Wilmington Savings Fund Society
Delaware
$8.5M +$1.72M +48,307 +26%
SFM
28
Systematic Financial Management
New Jersey
$7.76M -$117K -3,284 -2%
Wells Fargo
29
Wells Fargo
California
$7.6M +$2.42M +67,942 +48%
TCIM
30
TIAA CREF Investment Management
New York
$7.19M -$434K -12,156 -6%
LSV Asset Management
31
LSV Asset Management
Illinois
$6.71M +$193K +5,400 +3%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$6.48M -$289K -8,117 -4%
PFC
33
Phocas Financial Corp
California
$5.31M +$5.24M +146,919 New
BCM
34
Bridgeway Capital Management
Texas
$5.25M – – –
Deutsche Bank
35
Deutsche Bank
Germany
$3.98M -$837K -23,466 -18%
USAA
36
United Services Automobile Association
Texas
$3.82M +$3.76M +105,510 New
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$3.63M -$521K -14,615 -13%
Morgan Stanley
38
Morgan Stanley
New York
$3.55M +$1.13M +31,773 +48%
Bank of America
39
Bank of America
North Carolina
$3.44M -$2.05M -57,575 -38%
MPAM
40
Monarch Partners Asset Management
Massachusetts
$3.29M +$44.9K +1,260 +1%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$3.27M -$2.68M -75,043 -45%
MC
42
Martin & Co
Tennessee
$3.16M +$650K +18,230 +26%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$3.09M +$397K +11,121 +15%
TA
44
Teachers Advisors
New York
$3.04M +$70.4K +1,975 +2%
First Trust Advisors
45
First Trust Advisors
Illinois
$2.84M +$114K +3,187 +4%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.78M +$285 +8 +0%
Millennium Management
47
Millennium Management
New York
$2.78M +$2.74M +76,830 New
PPA
48
Parametric Portfolio Associates
Washington
$2.77M -$168K -4,714 -6%
AUB
49
Atlantic Union Bankshares
Virginia
$2.75M -$2.49M -69,942 -48%
Two Sigma Investments
50
Two Sigma Investments
New York
$2.75M -$1.74M -48,831 -39%
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AUB Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2017, worth a combined $1.12B — up 10% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AUB positions and 9 closed out — a net gain of 29 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was BlackRock, cutting an estimated $16.4M.

  • 167 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $1.12B of Atlantic Union Bankshares stock for Q4 2017, up 10% quarter-over-quarter.
  • 38 funds opened new Atlantic Union Bankshares positions in Q4 2017 and 9 closed out, a net change of +29 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2017 was Wellington Management Group, an estimated $31.7M added.
  • The largest Atlantic Union Bankshares seller in Q4 2017 was BlackRock, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2017.