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Atlantic Union Bankshares

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: 233240 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Carroll Financial Associates
North Carolina
$1.23M
RJFSA
102
Raymond James Financial Services Advisors
Florida
$1.13M -$50.1K -1,276 -4%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$1.12M +$80.1K +2,041 +7%
Osaic Holdings
104
Osaic Holdings
Arizona
$1.12M +$175K +4,450 +17%
MIM
105
MetLife Investment Management
New Jersey
$1.09M
DA
106
Duality Advisers
Florida
$1.08M +$1.17M +29,804 New
Jane Street
107
Jane Street
New York
$1.06M +$899K +22,922 +359%
WFG
108
Wills Financial Group
Virginia
$1.02M +$1.11M +28,262 New
VNIM
109
Vaughan Nelson Investment Management
Texas
$990K
NIMI
110
Natixis Investment Managers International
France
$989K
Verition Fund Management
111
Verition Fund Management
Connecticut
$936K +$1.01M +25,833 New
OAM
112
Oppenheimer Asset Management
New York
$909K +$354K +9,027 +56%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$886K +$174K +4,444 +22%
Bessemer Group
114
Bessemer Group
New Jersey
$825K
SPIA
115
Steward Partners Investment Advisory
New York
$821K +$3.14K +80 +0.4%
KFA
116
Krane Funds Advisors
New York
$814K -$31.6K -806 -3%
DOA
117
D'Orazio & Associates
Virginia
$809K
ASRS
118
Arizona State Retirement System
Arizona
$775K -$59.4K -1,514 -7%
Brown Advisory
119
Brown Advisory
Maryland
$757K -$40.7K -1,038 -5%
SSB
120
Sandy Spring Bank
Maryland
$741K +$4.04K +103 +0.5%
AC
121
Allstate Corporation
Illinois
$733K +$17.1K +435 +2%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$716K +$382K +9,747 +97%
FNBT
123
FineMark National Bank & Trust
Florida
$709K
Stifel Financial
124
Stifel Financial
Missouri
$698K -$12K -305 -2%
DTL
125
Dynamic Technology Lab
Singapore
$686K +$743K +18,940 New

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.