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Atlantic Union Bankshares
AUB

240 hedge funds and large institutions have $1.96B invested in Atlantic Union Bankshares in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

3% more funds holding

Funds holding: 233 → 240 (+7)

2.16% less ownership

Funds ownership: 70.69% → 68.54% (-2.2%)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$179M)

Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
80
Reduced
72
Closed
20
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$3.13M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$18.6M
2
Goldman Sachs
Goldman Sachs
New York
+$9.28M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.2M
4
State Street
State Street
Massachusetts
+$6.31M
5
ECM
ExodusPoint Capital Management
New York
+$3.87M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$18.1M
3
BlackRock
BlackRock
New York
-$13.5M
4
WCM
Wedge Capital Management
North Carolina
-$10.2M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$4.12M +$471K +12,017 +12%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$4.01M -$518K -13,218 -11%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$3.94M -$349K -8,892 -8%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$3.72M +$801K +20,418 +25%
Truist Financial
55
Truist Financial
North Carolina
$3.65M +$1.29M +32,878 +48%
AllianceBernstein
56
AllianceBernstein
Tennessee
$3.61M -$894K -22,800 -19%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$3.46M -$76.7K -1,956 -2%
Prudential Financial
58
Prudential Financial
New Jersey
$3.34M -$9.45K -241 -0.3%
Citadel Advisors
59
Citadel Advisors
Florida
$3.29M +$777K +19,810 +28%
GC
60
Guggenheim Capital
Illinois
$3.29M +$119K +3,028 +3%
CSS
61
Cubist Systematic Strategies
Connecticut
$3.08M +$1.5M +38,318 +82%
MC
62
Martin & Co
Tennessee
$3.07M -$148K -3,777 -4%
RJA
63
Raymond James & Associates
Florida
$3.03M +$1.07M +27,300 +48%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$2.92M +$891K +22,707 +39%
WANY
65
Wealthspire Advisors (New York)
New York
$2.8M – – –
DDPIC
66
Deroy & Devereaux Private Investment Counsel
Michigan
$2.8M -$37.5K -955 -1%
HF
67
HRT Financial
New York
$2.72M +$798K +20,351 +37%
Barclays
68
Barclays
United Kingdom
$2.71M -$1.01M -25,830 -26%
LSV Asset Management
69
LSV Asset Management
Illinois
$2.68M -$118K -3,000 -4%
SM
70
Salzhauer Michael
$2.35M – – –
PPA
71
Parametric Portfolio Associates
Washington
$2.33M +$329K +8,391 +15%
CS
72
Credit Suisse
Switzerland
$2.27M -$336K -8,557 -12%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$2.17M -$747K -19,046 -24%
CCM
74
Canal Capital Management
Virginia
$2.17M -$61.6K -1,571 -3%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.17M +$576K +14,696 +33%
1 2
3
4 5

AUB Hedge Fund Activity: Q2 2021 in Review

240 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2021, worth a combined $1.96B — down 8.4% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AUB positions and 20 closed out — a net gain of 8 holders — while 80 added to existing stakes and 72 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $18.6M. The largest seller was Wellington Management Group, cutting an estimated $65.1M.

  • 240 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2021, up from 233 in Q1 2021.
  • Funds reported $1.96B of Atlantic Union Bankshares stock for Q2 2021, down 8.4% quarter-over-quarter.
  • 28 funds opened new Atlantic Union Bankshares positions in Q2 2021 and 20 closed out, a net change of +8 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2021 was GW&K Investment Management, an estimated $18.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2021 was Wellington Management Group, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2021.