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Atlantic Union Bankshares

143 hedge funds and large institutions have $943M invested in Atlantic Union Bankshares in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 38

34% more call options, than puts

Call options by funds: $231K | Put options by funds: $173K

4.37% more ownership

Funds ownership: 59.56%63.92% (+4.4%)

3% more capital invested

Capital invested by funds: $911M → $943M (+$31.8M)

6% less funds holding

Funds holding: 152143 (-9)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
64
Reduced
38
Closed
21
Calls
$231K
Puts
$173K
Net Calls
+$58K
Net Calls Change
-$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$2.08M -$405K -11,865 -16%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$2.04M +$58K +1,699 +3%
Two Sigma Investments
53
Two Sigma Investments
New York
$2M +$2.01M +59,021 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.95M -$92.1K -2,700 -4%
NFA
55
Nationwide Fund Advisors
Ohio
$1.92M +$494K +14,476 +34%
DHFB
56
Dixon Hubard Feinour & Brown
Virginia
$1.88M +$43.5K +1,276 +2%
Goldman Sachs
57
Goldman Sachs
New York
$1.87M +$156K +4,579 +9%
Morgan Stanley
58
Morgan Stanley
New York
$1.82M -$4.93M -144,590 -73%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$1.8M +$1.41M +41,400 +357%
MC
60
Menta Capital
California
$1.75M +$672K +19,700 +62%
MC
61
Martin & Co
Tennessee
$1.74M +$16.7K +490 +1%
Citadel Advisors
62
Citadel Advisors
Florida
$1.69M +$1.38M +40,390 +432%
CS
63
Credit Suisse
Switzerland
$1.6M +$73.1K +2,142 +5%
OA
64
Outfitter Advisors
Virginia
$1.56M +$90.4K +2,650 +6%
USAA
65
United Services Automobile Association
Texas
$1.42M +$1.43M +41,800 New
QI
66
QS Investors
New York
$1.37M +$53.6K +1,571 +4%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$1.21M -$115K -3,369 -9%
PP
68
PDT Partners
New York
$1.17M +$532K +15,600 +83%
CFA
69
Carroll Financial Associates
North Carolina
$1.15M -$512 -15 -0%
KTA
70
Keeley-Teton Advisors
Illinois
$1.11M -$75K -2,200 -6%
IMOV
71
Investment Management of Virginia
Virginia
$1.05M -$27.3K -800 -3%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$1.03M -$6.53M -191,489 -86%
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$1.01M
SO
74
STRS Ohio
Ohio
$993K +$17.1K +500 +2%
DC
75
Davenport & Co
Virginia
$955K -$113K -3,321 -11%

AUB Hedge Fund Activity: Q2 2017 in Review

143 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2017, worth a combined $943M — up 3.5% from $911M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AUB and 13 opened new positions — a net loss of 8 holders — while 38 trimmed existing stakes and 64 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27.9M. The largest seller was Arrowstreet Capital, cutting an estimated $6.53M.

  • 143 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2017, down from 152 in Q1 2017.
  • Funds reported $943M of Atlantic Union Bankshares stock for Q2 2017, up 3.5% quarter-over-quarter.
  • 13 funds opened new Atlantic Union Bankshares positions in Q2 2017 and 21 closed out, a net change of -8 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2017 was Bank of New York Mellon, an estimated $27.9M added.
  • The largest Atlantic Union Bankshares seller in Q2 2017 was Arrowstreet Capital, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2017.