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Atlantic Union Bankshares

212 hedge funds and large institutions have $1.84B invested in Atlantic Union Bankshares in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

59% more capital invested

Capital invested by funds: $1.16B → $1.84B (+$682M)

9% more funds holding

Funds holding: 194212 (+18)

1.35% more ownership

Funds ownership: 69.69%71.04% (+1.4%)

15% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 71

23% less call options, than puts

Call options by funds: $774K | Put options by funds: $1M

Holders
212
Holders Change
+18
Holders Change %
+9.28%
% of All Funds
3.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
60
Reduced
71
Closed
16
Calls
$774K
Puts
$1M
Net Calls
-$228K
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$15.3M -$13.8K -479 -0.1%
PCM
27
Peregrine Capital Management
Minnesota
$15.1M +$5.5M +191,578 +72%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$13.8M -$4.1M -142,594 -25%
N
29
Nuveen
North Carolina
$12.1M -$47.3K -1,645 -0.4%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$10.4M +$811K +28,220 +10%
AUB
31
Atlantic Union Bankshares
Virginia
$10.3M -$221K -7,685 -2%
WCM
32
Wedge Capital Management
North Carolina
$10.3M -$1.42M -49,491 -14%
ProShare Advisors
33
ProShare Advisors
Maryland
$9.72M -$1.09M -37,837 -11%
SFM
34
Systematic Financial Management
New Jersey
$9.27M -$300K -10,458 -4%
IMOV
35
Investment Management of Virginia
Virginia
$8.05M -$145K -5,033 -2%
FHC
36
Forest Hill Capital
Arkansas
$7.69M
PFC
37
Phocas Financial Corp
California
$7.45M -$1.32M -45,988 -17%
KCM
38
Kennedy Capital Management
Missouri
$7.42M -$39K -1,358 -0.6%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$6.3M +$424K +14,747 +8%
WSFS
40
Wilmington Savings Fund Society
Delaware
$6.27M -$139K -4,825 -2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$5.88M
RCMC
42
RK Capital Management (Colorado)
Colorado
$5.63M +$819K +28,500 +20%
Fisher Asset Management
43
Fisher Asset Management
Washington
$5.53M
KTA
44
Keeley-Teton Advisors
Illinois
$5.27M -$128K -4,465 -3%
Allianz Asset Management
45
Allianz Asset Management
Germany
$5.03M -$345K -12,020 -7%
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$4.97M +$4.33M +150,896 New
Man Group
47
Man Group
United Kingdom
$4.87M -$2.44M -84,981 -36%
First Trust Advisors
48
First Trust Advisors
Illinois
$4.76M +$1.37M +47,669 +49%
HA
49
Homestead Advisers
Virginia
$4.55M -$77.6K -2,700 -2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$4.35M +$270K +9,386 +8%

AUB Hedge Fund Activity: Q4 2020 in Review

212 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2020, worth a combined $1.84B — up 59% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AUB positions and 16 closed out — a net gain of 20 holders — while 60 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $11.2M. The largest seller was FJ Capital Management, exiting entirely with an estimated $5.59M sold.

  • 212 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2020, up from 194 in Q3 2020.
  • Funds reported $1.84B of Atlantic Union Bankshares stock for Q4 2020, up 59% quarter-over-quarter.
  • 36 funds opened new Atlantic Union Bankshares positions in Q4 2020 and 16 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2020 was BlackRock, an estimated $11.2M added.
  • The largest Atlantic Union Bankshares seller in Q4 2020 was FJ Capital Management, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2020.