We are live on ! Find out more
AUB icon

Atlantic Union Bankshares

240 hedge funds and large institutions have $1.96B invested in Atlantic Union Bankshares in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

3% more funds holding

Funds holding: 233240 (+7)

2.16% less ownership

Funds ownership: 70.69%68.54% (-2.2%)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$179M)

Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
80
Reduced
72
Closed
20
Calls
$1.01M
Puts
Net Calls
+$1.01M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$13.7M +$738K +18,820 +5%
Jennison Associates
27
Jennison Associates
New York
$12.6M -$414K -10,554 -3%
N
28
Nuveen
North Carolina
$12.1M -$1.03M -26,334 -7%
ProShare Advisors
29
ProShare Advisors
Maryland
$10.2M -$1.65M -42,100 -13%
SFM
30
Systematic Financial Management
New Jersey
$9.4M -$217K -5,527 -2%
AUB
31
Atlantic Union Bankshares
Virginia
$9.07M -$9.02K -230 -0.1%
IMOV
32
Investment Management of Virginia
Virginia
$8.68M -$131K -3,334 -1%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$8.56M -$3.49M -88,968 -27%
FHC
34
Forest Hill Capital
Arkansas
$8.46M
PFC
35
Phocas Financial Corp
California
$7.55M -$375K -9,571 -4%
KCM
36
Kennedy Capital Management
Missouri
$7.42M -$341K -8,683 -4%
WSFS
37
Wilmington Savings Fund Society
Delaware
$6.63M -$17K -433 -0.2%
Morgan Stanley
38
Morgan Stanley
New York
$6.51M +$3.49M +89,058 +98%
Swiss National Bank
39
Swiss National Bank
Switzerland
$6.29M -$247K -6,300 -4%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.26M -$18.1M -461,345 -73%
KTA
41
Keeley-Teton Advisors
Illinois
$6.08M -$83.3K -2,123 -1%
Fisher Asset Management
42
Fisher Asset Management
Washington
$6.06M +$39K +994 +0.6%
RCMC
43
RK Capital Management (Colorado)
Colorado
$5.34M -$15.7K -400 -0.3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$5.33M +$1.1M +27,960 +23%
NIG
45
NFJ Investment Group
Texas
$5.05M -$157K -3,998 -3%
HA
46
Homestead Advisers
Virginia
$5M
First Trust Advisors
47
First Trust Advisors
Illinois
$4.82M -$568K -14,474 -10%
ECM
48
ExodusPoint Capital Management
New York
$4.76M +$3.87M +98,599 +301%
Bank of America
49
Bank of America
North Carolina
$4.21M -$2.43M -61,912 -35%
Invesco
50
Invesco
Georgia
$4.14M +$232K +5,909 +5%

AUB Hedge Fund Activity: Q2 2021 in Review

240 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2021, worth a combined $1.96B — down 8.4% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AUB positions and 20 closed out — a net gain of 8 holders — while 80 added to existing stakes and 72 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $18.6M. The largest seller was Wellington Management Group, cutting an estimated $65.1M.

  • 240 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2021, up from 233 in Q1 2021.
  • Funds reported $1.96B of Atlantic Union Bankshares stock for Q2 2021, down 8.4% quarter-over-quarter.
  • 28 funds opened new Atlantic Union Bankshares positions in Q2 2021 and 20 closed out, a net change of +8 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2021 was GW&K Investment Management, an estimated $18.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2021 was Wellington Management Group, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2021.