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Atlantic Union Bankshares

214 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $1.96B → $2.18B (+$217M)

3.41% more ownership

Funds ownership: 67.74%71.15% (+3.4%)

2% more funds holding

Funds holding: 210214 (+4)

6% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 72

Holders
214
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
68
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Vigilant Capital Management
Maine
$15.4M +$193K +5,290 +1%
Principal Financial Group
27
Principal Financial Group
Iowa
$15.2M +$374K +10,239 +3%
JP Morgan Chase
28
JP Morgan Chase
New York
$14.8M +$236K +6,458 +2%
PFC
29
Phocas Financial Corp
California
$14.6M -$13.3K -365 -0.1%
WCM
30
Wedge Capital Management
North Carolina
$12.6M -$73.9K -2,023 -0.6%
SFM
31
Systematic Financial Management
New Jersey
$12.6M -$813K -22,252 -6%
Bank of America
32
Bank of America
North Carolina
$12.2M -$3.92M -107,249 -25%
N
33
Nuveen
North Carolina
$12.1M +$72.2K +1,975 +0.6%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$11M -$1.13M -30,897 -9%
KCM
35
Kennedy Capital Management
Missouri
$10.8M -$4.72M -129,080 -31%
HA
36
Homestead Advisers
Virginia
$10.7M
EA
37
Emerald Advisers
Pennsylvania
$10.3M -$2.15M -58,850 -17%
WSFS
38
Wilmington Savings Fund Society
Delaware
$10.1M -$98.4K -2,693 -1%
Allianz Asset Management
39
Allianz Asset Management
Germany
$9.81M -$3.24M -88,528 -25%
Wells Fargo
40
Wells Fargo
California
$9.71M +$133K +3,648 +1%
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$9.56M -$2.3K -63 -0%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$9.44M +$29.7K +812 +0.3%
Victory Capital Management
43
Victory Capital Management
Texas
$8.42M -$2.22M -60,623 -21%
EMFAT
44
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.07M -$3.54M -96,930 -31%
EAM
45
Eagle Asset Management
Florida
$7.61M -$1.21M -33,042 -14%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$6.64M -$136K -3,710 -2%
KTA
47
Keeley-Teton Advisors
Illinois
$6.6M -$148K -4,038 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$6.42M +$2.02M +55,139 +47%
GC
49
Guggenheim Capital
Illinois
$5.94M -$537K -14,682 -8%
DRZID
50
DePrince Race & Zollo Inc (DRZ)
Florida
$5.89M +$5.78M +158,109 New

AUB Hedge Fund Activity: Q3 2019 in Review

214 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2019, worth a combined $2.18B — up 11% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AUB positions and 19 closed out — a net gain of 4 holders — while 68 added to existing stakes and 72 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $74.3M. The largest seller was FJ Capital Management, cutting an estimated $7.35M.

  • 214 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2019, up from 210 in Q2 2019.
  • Funds reported $2.18B of Atlantic Union Bankshares stock for Q3 2019, up 11% quarter-over-quarter.
  • 23 funds opened new Atlantic Union Bankshares positions in Q3 2019 and 19 closed out, a net change of +4 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2019 was State Street, an estimated $74.3M added.
  • The largest Atlantic Union Bankshares seller in Q3 2019 was FJ Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2019.