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Atlantic Union Bankshares

227 hedge funds and large institutions have $1.52B invested in Atlantic Union Bankshares in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $200K | Put options by funds: $18K

5.2% less ownership

Funds ownership: 83.38%78.18% (-5.2%)

9% less funds holding

Funds holding: 250227 (-23)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 91

30% less capital invested

Capital invested by funds: $2.18B → $1.52B (-$660M)

48% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
227
Holders Change
-23
Holders Change %
-9.2%
% of All Funds
3.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
65
Reduced
91
Closed
46
Calls
$200K
Puts
$18K
Net Calls
+$182K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
76
Wealthspire Advisors (New York)
New York
$1.42M
RAM
77
Redmond Asset Management
Virginia
$1.41M
SAM
78
Silvercrest Asset Management
New York
$1.31M
CRC
79
Curi RMB Capital
Illinois
$1.3M
DC
80
Davenport & Co
Virginia
$1.3M -$102K -3,613 -7%
DIA
81
Dana Investment Advisors
Wisconsin
$1.29M +$213K +7,551 +18%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$1.28M -$53.3K -1,890 -4%
BCI
83
Brinker Capital Investments
Pennsylvania
$1.21M -$89.4K -3,170 -6%
OPS
84
Orion Portfolio Solutions
Nebraska
$1.21M -$89.4K -3,170 -6%
UBS Group
85
UBS Group
Switzerland
$1.2M +$23.7K +841 +2%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$1.19M +$93.7K +3,322 +8%
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$1.16M -$24.8K -878 -2%
WB
88
WesBanco Bank
West Virginia
$1.14M +$253K +8,955 +26%
DCM
89
Dudley Capital Management
Virginia
$1.13M
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.11M +$127K +4,488 +12%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$1.1M +$26.9K +954 +2%
TA
92
Teton Advisors
New York
$1.07M +$1.75K +62 +0.2%
AIG
93
American International Group
New York
$1.05M -$15K -531 -1%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$1.04M -$25.5M -904,441 -96%
YCM
95
Yousif Capital Management
Michigan
$1.03M -$58.3K -2,069 -5%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$1.02M +$130K +4,600 +13%
MIM
97
MetLife Investment Management
New Jersey
$1.01M
Natixis Advisors
98
Natixis Advisors
Massachusetts
$976K -$275K -9,739 -21%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$912K +$2.17K +77 +0.2%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$902K -$11.2M -397,571 -92%

AUB Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2023, worth a combined $1.52B — down 30% from $2.18B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of AUB and 24 opened new positions — a net loss of 22 holders — while 91 trimmed existing stakes and 65 added.

The largest buyer was State Street, adding an estimated $23.4M. The largest seller was Wellington Management Group, cutting an estimated $25.5M.

  • 227 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $1.52B of Atlantic Union Bankshares stock for Q2 2023, down 30% quarter-over-quarter.
  • 24 funds opened new Atlantic Union Bankshares positions in Q2 2023 and 46 closed out, a net change of -22 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2023 was State Street, an estimated $23.4M added.
  • The largest Atlantic Union Bankshares seller in Q2 2023 was Wellington Management Group, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.