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Atlantic Union Bankshares

244 hedge funds and large institutions have $1.9B invested in Atlantic Union Bankshares in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more call options, than puts

Call options by funds: $280K | Put options by funds: $37K

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

3% more funds holding

Funds holding: 237244 (+7)

1.55% more ownership

Funds ownership: 67.88%69.44% (+1.6%)

3% less capital invested

Capital invested by funds: $1.95B → $1.9B (-$50.2M)

17% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 82

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
68
Reduced
82
Closed
24
Calls
$280K
Puts
$37K
Net Calls
+$243K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
26
Atlantic Union Bankshares
Virginia
$11.7M +$124K +3,407 +1%
FCM
27
FJ Capital Management
Virginia
$11.1M +$10.8M +298,000 New
ProShare Advisors
28
ProShare Advisors
Maryland
$11M +$886K +24,388 +9%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$11M +$10.7M +293,859 New
N
30
Nuveen
North Carolina
$10.3M -$935K -25,728 -8%
SFM
31
Systematic Financial Management
New Jersey
$9.51M -$547K -15,045 -6%
FHC
32
Forest Hill Capital
Arkansas
$8.71M
NRCM
33
North Reef Capital Management
California
$8.68M +$8.46M +232,835 New
MFIMFI
34
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.01M -$127K -3,485 -2%
PFC
35
Phocas Financial Corp
California
$7.62M -$181K -4,973 -2%
RCMC
36
RK Capital Management (Colorado)
Colorado
$7.49M +$1.21M +33,400 +20%
KCM
37
Kennedy Capital Management
Missouri
$7.14M -$179K -4,919 -3%
WSFS
38
Wilmington Savings Fund Society
Delaware
$6.82M +$22.4K +615 +0.3%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$6.54M -$6.84M -188,208 -52%
Bank of America
40
Bank of America
North Carolina
$6.48M -$112K -3,081 -2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$6.31M -$196K -5,400 -3%
Wells Fargo
42
Wells Fargo
California
$6.3M -$9.28M -255,459 -60%
Fisher Asset Management
43
Fisher Asset Management
Washington
$6.19M -$44.3K -1,219 -0.7%
Invesco
44
Invesco
Georgia
$5.68M +$1.17M +32,167 +27%
KTA
45
Keeley-Teton Advisors
Illinois
$5.54M -$455K -12,508 -8%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$5.49M -$121K -3,320 -2%
HA
47
Homestead Advisers
Virginia
$5.29M
Barclays
48
Barclays
United Kingdom
$5.28M +$1.83M +50,462 +55%
Citadel Advisors
49
Citadel Advisors
Florida
$5.12M +$4.57M +125,794 +1,091%
First Trust Advisors
50
First Trust Advisors
Illinois
$5.06M -$55.9K -1,537 -1%

AUB Hedge Fund Activity: Q4 2021 in Review

244 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2021, worth a combined $1.9B — down 2.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AUB positions and 24 closed out — a net gain of 10 holders — while 68 added to existing stakes and 82 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $11.8M. The largest seller was Fidelity Investments, cutting an estimated $22.9M.

  • 244 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $1.9B of Atlantic Union Bankshares stock for Q4 2021, down 2.6% quarter-over-quarter.
  • 34 funds opened new Atlantic Union Bankshares positions in Q4 2021 and 24 closed out, a net change of +10 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2021 was Victory Capital Management, an estimated $11.8M added.
  • The largest Atlantic Union Bankshares seller in Q4 2021 was Fidelity Investments, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2021.