Atlantic Union Bankshares
AUB
197 hedge funds and large institutions have $1.43B invested in Atlantic Union Bankshares in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 31 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
30% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 57
10% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 31
1% more funds holding
Funds holding: 196 → 197 (+1)
1.04% less ownership
Funds ownership: 78.07% → 77.03% (-1%)
28% less capital invested
Capital invested by funds: $1.98B → $1.43B (-$557M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.89M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$5.34M |
| 4 |
BlackRock
New York
|
+$5.33M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$18.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16M |
| 3 |
Bank of New York Mellon
New York
|
-$13.9M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$9.86M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$6.5M |
AUB Hedge Fund Activity: Q4 2018 in Review
197 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2018, worth a combined $1.43B — down 28% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AUB positions and 31 closed out — a net gain of 3 holders — while 74 added to existing stakes and 57 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $7.8M. The largest seller was State Street, cutting an estimated $18.3M.
- 197 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2018, up from 196 in Q3 2018.
- Funds reported $1.43B of Atlantic Union Bankshares stock for Q4 2018, down 28% quarter-over-quarter.
- 34 funds opened new Atlantic Union Bankshares positions in Q4 2018 and 31 closed out, a net change of +3 holders.
- The largest Atlantic Union Bankshares buyer in Q4 2018 was Fidelity Investments, an estimated $7.8M added.
- The largest Atlantic Union Bankshares seller in Q4 2018 was State Street, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2018.