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Atlantic Union Bankshares

231 hedge funds and large institutions have $2.1B invested in Atlantic Union Bankshares in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

8% more funds holding

Funds holding: 214231 (+17)

3% less capital invested

Capital invested by funds: $2.18B → $2.1B (-$76M)

1.84% less ownership

Funds ownership: 71.15%69.31% (-1.8%)

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
231
Holders Change
+17
Holders Change %
+7.94%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
68
Reduced
86
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Systematic Financial Management
New Jersey
$13.4M +$698K +18,551 +6%
FCM
27
FJ Capital Management
Virginia
$13M -$4.67M -124,000 -26%
WCM
28
Wedge Capital Management
North Carolina
$12.7M +$1.17K +31 +0%
PFC
29
Phocas Financial Corp
California
$11.8M -$3.01M -79,862 -20%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$11.4M +$302K +8,016 +3%
Wells Fargo
31
Wells Fargo
California
$10.6M +$825K +21,910 +8%
WSFS
32
Wilmington Savings Fund Society
Delaware
$10.4M +$170K +4,523 +2%
Bank of America
33
Bank of America
North Carolina
$10.3M -$2M -53,109 -16%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$10.2M +$768K +20,393 +8%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$9.64M +$3.18M +84,496 +49%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$8.71M -$927K -24,620 -10%
Allianz Asset Management
37
Allianz Asset Management
Germany
$8.48M -$1.41M -37,358 -14%
KCM
38
Kennedy Capital Management
Missouri
$8.14M -$2.71M -72,034 -25%
Victory Capital Management
39
Victory Capital Management
Texas
$7.48M -$1.02M -27,049 -12%
KTA
40
Keeley-Teton Advisors
Illinois
$6.58M -$71.6K -1,902 -1%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$6.39M -$331K -8,804 -5%
SBH
42
Segall Bryant & Hamill
Illinois
$6.31M -$11.9M -316,183 -65%
GC
43
Guggenheim Capital
Illinois
$5.92M -$61.3K -1,628 -1%
MAP
44
Moody Aldrich Partners
Massachusetts
$5.86M -$3.61K -96 -0.1%
UBS Group
45
UBS Group
Switzerland
$5.75M +$415K +11,030 +8%
Morgan Stanley
46
Morgan Stanley
New York
$5.5M +$3.23M +85,914 +142%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$5.48M +$304K +8,073 +6%
HA
48
Homestead Advisers
Virginia
$5.47M -$5.37M -142,701 -49%
PC
49
PhiloSmith Capital
Connecticut
$5.38M +$689K +18,300 +522%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.31M +$102K +2,700 +2%

AUB Hedge Fund Activity: Q4 2019 in Review

231 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2019, worth a combined $2.1B — down 3.5% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AUB positions and 10 closed out — a net gain of 22 holders — while 68 added to existing stakes and 86 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $7.36M. The largest seller was Investment Counselors of Maryland, exiting entirely with an estimated $22.1M sold.

  • 231 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2019, up from 214 in Q3 2019.
  • Funds reported $2.1B of Atlantic Union Bankshares stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 32 funds opened new Atlantic Union Bankshares positions in Q4 2019 and 10 closed out, a net change of +22 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2019 was Janus Henderson Group, an estimated $7.36M added.
  • The largest Atlantic Union Bankshares seller in Q4 2019 was Investment Counselors of Maryland, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2019.