We are live on ! Find out more
AUB icon

Atlantic Union Bankshares

233 hedge funds and large institutions have $2.14B invested in Atlantic Union Bankshares in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $648K

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $1.84B → $2.14B (+$299M)

10% more funds holding

Funds holding: 212233 (+21)

0.35% less ownership

Funds ownership: 71.04%70.69% (-0.35%)

20% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 84

Holders
233
Holders Change
+21
Holders Change %
+9.91%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
67
Reduced
84
Closed
13
Calls
$4.79M
Puts
$648K
Net Calls
+$4.14M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$4.57M +$341K +9,254 +8%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$4.51M -$11.8K -319 -0.3%
Invesco
53
Invesco
Georgia
$4.16M +$698K +18,914 +21%
UBS AM
54
UBS AM
Illinois
$3.91M +$12.6K +342 +0.3%
Barclays
55
Barclays
United Kingdom
$3.87M +$2.61M +70,816 +237%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$3.73M -$59K -1,600 -2%
Comerica Bank
57
Comerica Bank
Texas
$3.73M -$196K -5,322 -5%
Prudential Financial
58
Prudential Financial
New Jersey
$3.55M -$11K -298 -0.3%
Morgan Stanley
59
Morgan Stanley
New York
$3.48M +$430K +11,655 +15%
MC
60
Martin & Co
Tennessee
$3.4M -$72.8K -1,974 -2%
GC
61
Guggenheim Capital
Illinois
$3.37M -$317K -8,584 -9%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$3.16M +$1.85M +50,126 +156%
DHFB
63
Dixon Hubard Feinour & Brown
Virginia
$3.11M +$1.92M +52,020 +100%
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$3.03M -$342K -9,268 -10%
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$3M -$72.1K -1,955 -2%
WANY
66
Wealthspire Advisors (New York)
New York
$2.97M +$18.4K +500 +0.7%
LSV Asset Management
67
LSV Asset Management
Illinois
$2.95M -$373K -10,100 -12%
CS
68
Credit Suisse
Switzerland
$2.73M -$1.36M -36,792 -34%
Citadel Advisors
69
Citadel Advisors
Florida
$2.73M +$2.13M +57,728 +430%
Truist Financial
70
Truist Financial
North Carolina
$2.61M -$307K -8,318 -11%
SM
71
Salzhauer Michael
$2.49M
CCM
72
Canal Capital Management
Virginia
$2.36M -$209K -5,677 -8%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2.26M +$13K +352 +0.6%
Principal Financial Group
74
Principal Financial Group
Iowa
$2.24M +$436K +11,807 +25%
SAM
75
Silvercrest Asset Management
New York
$2.22M

AUB Hedge Fund Activity: Q1 2021 in Review

233 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2021, worth a combined $2.14B — up 16% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 13 closed out — a net gain of 24 holders — while 67 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.5M. The largest seller was Wellington Management Group, cutting an estimated $20.7M.

  • 233 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2021, up from 212 in Q4 2020.
  • Funds reported $2.14B of Atlantic Union Bankshares stock for Q1 2021, up 16% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q1 2021 and 13 closed out, a net change of +24 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2021 was Vanguard Group, an estimated $25.5M added.
  • The largest Atlantic Union Bankshares seller in Q1 2021 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2021.