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Atlantic Union Bankshares

210 hedge funds and large institutions have $1.96B invested in Atlantic Union Bankshares in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

6% more capital invested

Capital invested by funds: $1.86B → $1.96B (+$106M)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 213210 (-3)

2.28% less ownership

Funds ownership: 70.02%67.74% (-2.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
82
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$14.8M +$422K +12,122 +3%
VCM
27
Vigilant Capital Management
Maine
$14.4M +$25.4K +730 +0.2%
Principal Financial Group
28
Principal Financial Group
Iowa
$14.1M -$16K -460 -0.1%
PFC
29
Phocas Financial Corp
California
$13.9M -$1.45M -41,643 -10%
JP Morgan Chase
30
JP Morgan Chase
New York
$13.6M -$4.83M -138,711 -26%
SFM
31
Systematic Financial Management
New Jersey
$12.7M -$3.52K -101 -0%
Allianz Asset Management
32
Allianz Asset Management
Germany
$12.4M -$1.01M -28,903 -8%
WCM
33
Wedge Capital Management
North Carolina
$12M -$360K -10,342 -3%
EA
34
Emerald Advisers
Pennsylvania
$11.9M -$172K -4,950 -1%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$11.6M -$3.61M -103,748 -24%
N
36
Nuveen
North Carolina
$11.4M +$11.2M +322,037 New
EMFAT
37
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.1M -$696K -20,000 -6%
HA
38
Homestead Advisers
Virginia
$10.2M -$187K -5,368 -2%
Victory Capital Management
39
Victory Capital Management
Texas
$10.1M +$39.2K +1,125 +0.4%
MPAM
40
Monarch Partners Asset Management
Massachusetts
$9.74M +$223K +6,415 +2%
WSFS
41
Wilmington Savings Fund Society
Delaware
$9.71M +$238K +6,825 +3%
Wells Fargo
42
Wells Fargo
California
$9.08M +$351K +10,084 +4%
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$9.07M -$369K -10,585 -4%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$8.87M +$1.34M +38,460 +18%
EAM
45
Eagle Asset Management
Florida
$8.38M -$8.59M -246,547 -51%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$6.43M -$170K -4,884 -3%
KTA
47
Keeley-Teton Advisors
Illinois
$6.4M +$4.49M +128,936 +247%
GC
48
Guggenheim Capital
Illinois
$6.15M -$280K -8,038 -4%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$5.96M -$37.6K -1,080 -0.6%
MAP
50
Moody Aldrich Partners
Massachusetts
$5.58M +$146K +4,180 +3%

AUB Hedge Fund Activity: Q2 2019 in Review

210 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2019, worth a combined $1.96B — up 5.7% from $1.86B a quarter earlier.

Fund positioning in AUB was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 82 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $27.6M. The largest seller was State Street, exiting entirely with an estimated $76.3M sold.

  • 210 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2019, down from 213 in Q1 2019.
  • Funds reported $1.96B of Atlantic Union Bankshares stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 24 funds opened new Atlantic Union Bankshares positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2019 was Goldman Sachs, an estimated $27.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2019 was State Street, an estimated $76.3M sold.

Based on aggregated 13F filings for Q2 2019.