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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
Legal & General Group
51
Legal & General Group
United Kingdom
$9.44M +$92.1K +2,323 +0.9%
UBS AM
52
UBS AM
Illinois
$8.61M +$930K +23,461 +12%
Citigroup
53
Citigroup
New York
$8.54M +$2.53M +63,814 +39%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.47M +$1.32M +33,257 +17%
ProShare Advisors
55
ProShare Advisors
Maryland
$7.89M +$106K +2,666 +1%
Barclays
56
Barclays
United Kingdom
$7.69M +$638K +16,097 +9%
UBS Group
57
UBS Group
Switzerland
$7.5M +$3.44M +86,921 +78%
Wells Fargo
58
Wells Fargo
California
$7.43M +$1.1M +27,724 +16%
Norges Bank
59
Norges Bank
Norway
$6.96M -$5.77M -145,656 -44%
Raymond James Financial
60
Raymond James Financial
Florida
$6.92M +$7.24M +182,755 New
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$6.82M -$322K -8,113 -4%
Swiss National Bank
62
Swiss National Bank
Switzerland
$6.64M
Marshall Wace
63
Marshall Wace
United Kingdom
$6.36M +$6.65M +167,772 New
Alyeska Investment Group
64
Alyeska Investment Group
Illinois
$6.11M +$6.39M +161,295 New
Verition Fund Management
65
Verition Fund Management
Connecticut
$6.03M +$6.08M +153,367 +2,692%
PCM
66
Peregrine Capital Management
Minnesota
$6.02M +$6.29M +158,809 New
SSA
67
Schonfeld Strategic Advisors
New York
$5.67M +$5.93M +149,700 New
JG
68
Jain Global
New York
$5.41M +$5.66M +142,800 New
OLA
69
Oliver Luxxe Assets
New Jersey
$5.12M +$2.74M +69,138 +104%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$5.09M -$173K -4,357 -3%
DDPIC
71
Deroy & Devereaux Private Investment Counsel
Michigan
$5.03M +$35.3K +890 +0.7%
HA
72
Homestead Advisers
Virginia
$4.91M
RA
73
Royce & Associates
New York
$4.32M
Truist Financial
74
Truist Financial
North Carolina
$4.2M +$121K +3,063 +3%
Rafferty Asset Management
75
Rafferty Asset Management
New York
$4M +$400K +10,085 +11%

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.