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Atlantic Union Bankshares
AUB

167 hedge funds and large institutions have $1.12B invested in Atlantic Union Bankshares in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

21% more funds holding

Funds holding: 138 → 167 (+29)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $1.02B → $1.12B (+$106M)

5% more ownership

Funds ownership: 66.02% → 71.02% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
167
Holders Change
+29
Holders Change %
+21.01%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
50
Closed
9
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
+$239K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.2M
3
ICOM
Investment Counselors of Maryland
Maryland
+$17M
4
TCM
Tributary Capital Management
Nebraska
+$15M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.75M

Top Sellers

1
BlackRock
BlackRock
New York
-$16.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.49M
3
EAM
Eagle Asset Management
Florida
-$3.17M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.68M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.69M +$89.2K +2,500 +3%
Federated Hermes
52
Federated Hermes
Pennsylvania
$2.52M -$43.3K -1,213 -2%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.46M -$36.9K -1,036 -1%
SAM
54
Silvercrest Asset Management
New York
$2.27M -$4.99K -140 -0.2%
BIA
55
BMT Investment Advisors
Pennsylvania
$2.19M +$498K +13,961 +30%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$2.14M -$307K -8,604 -13%
Goldman Sachs
57
Goldman Sachs
New York
$2.11M -$122K -3,416 -6%
CS
58
Credit Suisse
Switzerland
$2.09M -$387K -10,861 -16%
AllianceBernstein
59
AllianceBernstein
Tennessee
$2.08M – – –
DHFB
60
Dixon Hubard Feinour & Brown
Virginia
$2.03M +$28.5K +800 +1%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$2.03M +$68.3K +1,914 +4%
OA
62
Outfitter Advisors
Virginia
$2M -$39.2K -1,100 -2%
Invesco
63
Invesco
Georgia
$1.59M +$50.4K +1,413 +3%
DC
64
Davenport & Co
Virginia
$1.52M +$336K +9,415 +29%
OAM
65
Oberweis Asset Management
Illinois
$1.46M +$882K +24,729 +159%
FCM
66
FJ Capital Management
Virginia
$1.45M +$892K +25,000 +167%
FNBOO
67
First National Bank of Omaha
Nebraska
$1.44M +$1.42M +39,880 New
Jacobs Levy Equity Management
68
Jacobs Levy Equity Management
New Jersey
$1.41M -$681K -19,090 -33%
QI
69
QS Investors
New York
$1.41M -$13.4K -375 -1%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.41M +$1.39M +38,948 New
Citadel Advisors
71
Citadel Advisors
Florida
$1.36M -$1.49M -41,691 -52%
RJA
72
Raymond James & Associates
Florida
$1.36M -$69.4K -1,945 -5%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$1.29M – – –
GCP
74
GSA Capital Partners
United Kingdom
$1.25M -$918K -25,730 -43%
CFA
75
Carroll Financial Associates
North Carolina
$1.23M – – –
1 2
3
4 5

AUB Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2017, worth a combined $1.12B — up 10% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AUB positions and 9 closed out — a net gain of 29 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was BlackRock, cutting an estimated $16.4M.

  • 167 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $1.12B of Atlantic Union Bankshares stock for Q4 2017, up 10% quarter-over-quarter.
  • 38 funds opened new Atlantic Union Bankshares positions in Q4 2017 and 9 closed out, a net change of +29 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2017 was Wellington Management Group, an estimated $31.7M added.
  • The largest Atlantic Union Bankshares seller in Q4 2017 was BlackRock, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2017.