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Atlantic Union Bankshares

339 hedge funds and large institutions have $3.19B invested in Atlantic Union Bankshares in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,174% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $27K

133% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 78

25% more capital invested

Capital invested by funds: $2.56B → $3.19B (+$636M)

18.33% more ownership

Funds ownership: 75.53%93.86% (+18%)

11% more funds holding

Funds holding: 305339 (+34)

Holders
339
Holders Change
+34
Holders Change %
+11.15%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
136
Reduced
78
Closed
27
Calls
$1.42M
Puts
$27K
Net Calls
+$1.4M
Net Calls Change
+$866K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Soros Fund Management
New York
$21.8M +$22.8M +575,846 New
NPIC
27
Neumeier Poma Investment Counsel
California
$19.9M +$20.8M +525,520 New
SFM
28
Systematic Financial Management
New Jersey
$19.9M +$2.43M +61,426 +13%
FWIA
29
Fort Washington Investment Advisors
Ohio
$19.8M +$3.34M +84,290 +19%
KCM
30
Kodai Capital Management
Illinois
$19.5M +$20.4M +515,952 New
BGM
31
Burkehill Global Management
New York
$18.9M +$19.8M +500,000 New
Millennium Management
32
Millennium Management
New York
$17.1M +$16.1M +405,722 +908%
DC
33
Davenport & Co
Virginia
$16.8M +$14.8M +373,709 +526%
AllianceBernstein
34
AllianceBernstein
Tennessee
$16.7M +$13.3M +335,283 +316%
AUB
35
Atlantic Union Bankshares
Virginia
$16.7M -$2.13M -53,745 -11%
Principal Financial Group
36
Principal Financial Group
Iowa
$16.5M +$480K +12,115 +3%
JP Morgan Chase
37
JP Morgan Chase
New York
$15.2M +$12.3M +311,290 +342%
Citadel Advisors
38
Citadel Advisors
Florida
$15.2M +$10.7M +268,861 +205%
Fisher Asset Management
39
Fisher Asset Management
Washington
$14.6M +$2.25M +56,850 +17%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$13.9M +$1.49M +37,471 +11%
Invesco
41
Invesco
Georgia
$12.5M +$4.9M +123,565 +60%
CVA
42
Ceredex Value Advisors
Florida
$12.3M -$1.6M -40,300 -11%
PFMOSF
43
Philadelphia Financial Management of San Francisco
California
$12M +$12.6M +316,909 New
Renaissance Technologies
44
Renaissance Technologies
New York
$11.4M +$7.09M +178,906 +146%
SC
45
Samlyn Capital
New York
$11.2M +$11.7M +295,293 New
Two Sigma Investments
46
Two Sigma Investments
New York
$10.8M +$10.8M +272,540 +2,384%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$10.4M -$20.3K -513 -0.2%
Bank of America
48
Bank of America
North Carolina
$10.2M -$3.57M -90,046 -25%
N
49
Nuveen
North Carolina
$10.2M -$226K -5,693 -2%
PA
50
Pinnacle Associates
New York
$9.95M -$1.1M -27,719 -10%

AUB Hedge Fund Activity: Q4 2024 in Review

339 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2024, worth a combined $3.19B — up 25% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AUB positions and 27 closed out — a net gain of 36 holders — while 136 added to existing stakes and 78 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $82.6M. The largest seller was LSV Asset Management, cutting an estimated $11.1M.

  • 339 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2024, up from 305 in Q3 2024.
  • Funds reported $3.19B of Atlantic Union Bankshares stock for Q4 2024, up 25% quarter-over-quarter.
  • 63 funds opened new Atlantic Union Bankshares positions in Q4 2024 and 27 closed out, a net change of +36 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2024 was North Reef Capital Management, an estimated $82.6M added.
  • The largest Atlantic Union Bankshares seller in Q4 2024 was LSV Asset Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.