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Atlantic Union Bankshares

201 hedge funds and large institutions have $1.27B invested in Atlantic Union Bankshares in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$82.2M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

0.99% more ownership

Funds ownership: 68.83%69.82% (+0.99%)

0% more funds holding

Funds holding: 201201 (0)

70% less call options, than puts

Call options by funds: $264K | Put options by funds: $894K

Holders
201
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
68
Reduced
64
Closed
27
Calls
$264K
Puts
$894K
Net Calls
-$630K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$8.32M +$454K +20,186 +6%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$8.07M +$2.53M +112,586 +48%
SFM
28
Systematic Financial Management
New Jersey
$7.51M -$886K -39,357 -11%
ProShare Advisors
29
ProShare Advisors
Maryland
$7.15M +$6.94M +308,536 New
Jennison Associates
30
Jennison Associates
New York
$6.4M -$75.5K -3,354 -1%
PFC
31
Phocas Financial Corp
California
$6.14M -$507K -22,525 -8%
AUB
32
Atlantic Union Bankshares
Virginia
$6.08M -$20.3K -900 -0.3%
MAP
33
Moody Aldrich Partners
Massachusetts
$5.82M +$2.1M +93,454 +59%
IMOV
34
Investment Management of Virginia
Virginia
$5.61M +$4.98M +221,398 +1,059%
KCM
35
Kennedy Capital Management
Missouri
$5.23M +$35K +1,554 +0.7%
WSFS
36
Wilmington Savings Fund Society
Delaware
$4.62M -$1.95M -86,596 -30%
Swiss National Bank
37
Swiss National Bank
Switzerland
$4.1M +$797K +35,400 +25%
Allianz Asset Management
38
Allianz Asset Management
Germany
$4.06M -$465K -20,671 -11%
KTA
39
Keeley-Teton Advisors
Illinois
$4.01M -$237K -10,537 -6%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.99M -$121K -5,371 -3%
Bank of America
41
Bank of America
North Carolina
$3.95M +$140K +6,210 +4%
FHC
42
Forest Hill Capital
Arkansas
$3.47M +$3.37M +149,793 New
RCMC
43
RK Capital Management (Colorado)
Colorado
$3.43M +$817K +36,300 +32%
EPCA
44
Elizabeth Park Capital Advisors
Ohio
$3.4M +$3.29M +146,359 +28,868%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$3.29M -$3.71K -165 -0.1%
HA
46
Homestead Advisers
Virginia
$3.26M -$33.8K -1,500 -1%
GC
47
Guggenheim Capital
Illinois
$3.05M -$221K -9,805 -7%
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$2.93M
FCM
49
FJ Capital Management
Virginia
$2.9M
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.89M +$67.1K +2,983 +2%

AUB Hedge Fund Activity: Q2 2020 in Review

201 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2020, worth a combined $1.27B — up 6.9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AUB positions and 27 closed out — a net gain of 2 holders — while 68 added to existing stakes and 64 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $23M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $29.2M.

  • 201 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.27B of Atlantic Union Bankshares stock for Q2 2020, up 6.9% quarter-over-quarter.
  • 29 funds opened new Atlantic Union Bankshares positions in Q2 2020 and 27 closed out, a net change of +2 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2020 was Wellington Management Group, an estimated $23M added.
  • The largest Atlantic Union Bankshares seller in Q2 2020 was Vaughan Nelson Investment Management, an estimated $29.2M sold.

Based on aggregated 13F filings for Q2 2020.