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Atlantic Union Bankshares

233 hedge funds and large institutions have $2.14B invested in Atlantic Union Bankshares in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $648K

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $1.84B → $2.14B (+$299M)

10% more funds holding

Funds holding: 212233 (+21)

0.35% less ownership

Funds ownership: 71.04%70.69% (-0.35%)

20% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 84

Holders
233
Holders Change
+21
Holders Change %
+9.91%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
67
Reduced
84
Closed
13
Calls
$4.79M
Puts
$648K
Net Calls
+$4.14M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$16.8M -$991K -26,871 -6%
N
27
Nuveen
North Carolina
$13.9M -$191K -5,188 -1%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$13.8M -$2.13M -57,663 -14%
Jennison Associates
29
Jennison Associates
New York
$13.8M -$12.9M -350,830 -49%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$12.5M +$395K +10,715 +3%
ProShare Advisors
31
ProShare Advisors
Maryland
$12.4M +$1.08M +29,141 +10%
WCM
32
Wedge Capital Management
North Carolina
$10.2M -$1.73M -46,882 -15%
SFM
33
Systematic Financial Management
New Jersey
$10.2M -$606K -16,417 -6%
AUB
34
Atlantic Union Bankshares
Virginia
$9.62M -$2.3M -62,457 -20%
IMOV
35
Investment Management of Virginia
Virginia
$9.32M -$50.9K -1,380 -0.6%
FHC
36
Forest Hill Capital
Arkansas
$8.96M
PFC
37
Phocas Financial Corp
California
$8.37M -$294K -7,978 -4%
KCM
38
Kennedy Capital Management
Missouri
$8.19M -$433K -11,731 -5%
WSFS
39
Wilmington Savings Fund Society
Delaware
$7.04M -$251K -6,792 -4%
Swiss National Bank
40
Swiss National Bank
Switzerland
$6.9M +$55.3K +1,500 +0.8%
Bank of America
41
Bank of America
North Carolina
$6.83M +$1.86M +50,326 +39%
KTA
42
Keeley-Teton Advisors
Illinois
$6.52M +$370K +10,042 +6%
Fisher Asset Management
43
Fisher Asset Management
Washington
$6.38M -$62.9K -1,705 -1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$6.09M -$1.2M -32,584 -17%
RCMC
45
RK Capital Management (Colorado)
Colorado
$5.67M -$849K -23,000 -13%
First Trust Advisors
46
First Trust Advisors
Illinois
$5.66M +$110K +2,982 +2%
NIG
47
NFJ Investment Group
Texas
$5.5M +$5.29M +143,520 New
HA
48
Homestead Advisers
Virginia
$5.3M
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$4.75M -$300K -8,137 -6%
AllianceBernstein
50
AllianceBernstein
Tennessee
$4.7M -$61.1K -1,655 -1%

AUB Hedge Fund Activity: Q1 2021 in Review

233 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2021, worth a combined $2.14B — up 16% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 13 closed out — a net gain of 24 holders — while 67 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.5M. The largest seller was Wellington Management Group, cutting an estimated $20.7M.

  • 233 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2021, up from 212 in Q4 2020.
  • Funds reported $2.14B of Atlantic Union Bankshares stock for Q1 2021, up 16% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q1 2021 and 13 closed out, a net change of +24 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2021 was Vanguard Group, an estimated $25.5M added.
  • The largest Atlantic Union Bankshares seller in Q1 2021 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2021.