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Atlantic Union Bankshares

305 hedge funds and large institutions have $2.56B invested in Atlantic Union Bankshares in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

672% more call options, than puts

Call options by funds: $610K | Put options by funds: $79K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $2.17B → $2.56B (+$385M)

11% more funds holding

Funds holding: 274305 (+31)

1.93% more ownership

Funds ownership: 73.6%75.53% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

Holders
305
Holders Change
+31
Holders Change %
+11.31%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
103
Reduced
94
Closed
17
Calls
$610K
Puts
$79K
Net Calls
+$531K
Net Calls Change
+$339K
Name Holding Trade Value Shares
Change
Change in
Stake
CVA
26
Ceredex Value Advisors
Florida
$13.7M -$30.1K -800 -0.2%
Bank of America
27
Bank of America
North Carolina
$13.5M +$1.56M +41,411 +13%
Norges Bank
28
Norges Bank
Norway
$12.4M -$3.71M -98,462 -23%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$12.4M -$42.5K -1,129 -0.3%
Fisher Asset Management
30
Fisher Asset Management
Washington
$12.4M
LSV Asset Management
31
LSV Asset Management
Illinois
$10.9M -$15.7M -418,323 -59%
PA
32
Pinnacle Associates
New York
$10.6M +$869K +23,087 +9%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$10.4M +$11.8K +314 +0.1%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$10.3M -$374K -9,941 -3%
N
35
Nuveen
North Carolina
$10.3M -$96.3K -2,560 -0.9%
Legal & General Group
36
Legal & General Group
United Kingdom
$9.3M -$97.6K -2,594 -1%
Invesco
37
Invesco
Georgia
$7.8M +$263K +6,981 +3%
ProShare Advisors
38
ProShare Advisors
Maryland
$7.75M +$77.2K +2,052 +1%
UBS AM
39
UBS AM
Illinois
$7.68M +$506K +13,451 +7%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$7.27M -$192K -5,100 -3%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.17M -$267K -7,100 -4%
Barclays
42
Barclays
United Kingdom
$7.04M +$4M +106,415 +132%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.6M -$33.9K -900 -0.5%
Wells Fargo
44
Wells Fargo
California
$6.34M +$804K +21,364 +15%
Citigroup
45
Citigroup
New York
$6.09M +$1.12M +29,784 +23%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5.22M +$1.13M +30,010 +28%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$5M +$2.27M +60,423 +83%
DDPIC
48
Deroy & Devereaux Private Investment Counsel
Michigan
$4.96M +$33.3K +885 +0.7%
Citadel Advisors
49
Citadel Advisors
Florida
$4.94M +$4.93M +131,126 New
HA
50
Homestead Advisers
Virginia
$4.88M

AUB Hedge Fund Activity: Q3 2024 in Review

305 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2024, worth a combined $2.56B — up 18% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AUB positions and 17 closed out — a net gain of 31 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.3M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.

  • 305 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2024, up from 274 in Q2 2024.
  • Funds reported $2.56B of Atlantic Union Bankshares stock for Q3 2024, up 18% quarter-over-quarter.
  • 48 funds opened new Atlantic Union Bankshares positions in Q3 2024 and 17 closed out, a net change of +31 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2024 was Ameriprise, an estimated $36.3M added.
  • The largest Atlantic Union Bankshares seller in Q3 2024 was LSV Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.