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Atlantic Union Bankshares
AUB

274 hedge funds and large institutions have $2.17B invested in Atlantic Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $296K | Put options by funds: $104K

77% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 70

4% more capital invested

Capital invested by funds: $2.08B → $2.17B (+$86.1M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 274 → 274 (0)

5.05% less ownership

Funds ownership: 78.64% → 73.6% (-5%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
274
Holders Change
–
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
124
Reduced
70
Closed
36
Calls
$296K
Puts
$104K
Net Calls
+$192K
Net Calls Change
-$24K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$66.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$55.6M
3
State Street
State Street
Massachusetts
+$27.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.5M
5
Franklin Resources
Franklin Resources
California
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$12M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$8.37M
3
RA
Royce & Associates
New York
-$8.17M
4
LSV Asset Management
LSV Asset Management
Illinois
-$5.59M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$1.18M +$192K +5,894 +20%
YCM
102
Yousif Capital Management
Michigan
$1.18M +$67.1K +2,058 +6%
BCI
103
Brinker Capital Investments
Pennsylvania
$1.17M -$143K -4,380 -11%
OPS
104
Orion Portfolio Solutions
Nebraska
$1.17M -$143K -4,380 -11%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$1.12M +$89K +2,729 +9%
BCM
106
Bridgeway Capital Management
Texas
$1.11M +$1.1M +33,750 New
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$1.07M – – –
OLA
108
Oliver Luxxe Assets
New Jersey
$1.06M +$33.3K +1,023 +3%
TRCT
109
Tower Research Capital (TRC)
New York
$1.05M +$595K +18,243 +132%
Stifel Financial
110
Stifel Financial
Missouri
$1.05M +$158K +4,846 +18%
Arrowstreet Capital
111
Arrowstreet Capital
Massachusetts
$1.03M +$1.03M +31,518 New
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$1.03M -$3.2M -98,308 -76%
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$1.03M -$29.6K -908 -3%
GC
114
Guggenheim Capital
Illinois
$942K +$338K +10,361 +57%
HFS
115
Hantz Financial Services
Michigan
$935K +$512K +15,697 +123%
TA
116
Teton Advisors
New York
$903K – – –
AB
117
Amalgamated Bank
New York
$900K +$116K +3,553 +15%
BPA
118
Beacon Pointe Advisors
California
$845K +$233K +7,157 +39%
Mariner
119
Mariner
Kansas
$845K +$138K +4,242 +20%
TPI
120
Trust Point Inc
Wisconsin
$837K -$28.5K -875 -3%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$832K -$355K -10,881 -30%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$825K -$422K -12,950 -34%
ASRS
123
Arizona State Retirement System
Arizona
$822K +$144K +4,421 +21%
CRC
124
Curi RMB Capital
Illinois
$821K -$815K -25,000 -50%
MCA
125
Mendon Capital Advisors
Florida
$821K -$815K -25,000 -50%
3 4
5
6 7

AUB Hedge Fund Activity: Q2 2024 in Review

274 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2024, worth a combined $2.17B — up 4.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 36 closed out — a net gain of 1 holder — while 124 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $66.6M. The largest seller was Millennium Management, exiting entirely with an estimated $12M sold.

  • 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.17B of Atlantic Union Bankshares stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest Atlantic Union Bankshares buyer in Q2 2024 was BlackRock, an estimated $66.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2024 was Millennium Management, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.