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Atlantic Union Bankshares

305 hedge funds and large institutions have $2.56B invested in Atlantic Union Bankshares in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

672% more call options, than puts

Call options by funds: $610K | Put options by funds: $79K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $2.17B → $2.56B (+$385M)

11% more funds holding

Funds holding: 274305 (+31)

1.93% more ownership

Funds ownership: 73.6%75.53% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

Holders
305
Holders Change
+31
Holders Change %
+11.31%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
103
Reduced
94
Closed
17
Calls
$610K
Puts
$79K
Net Calls
+$531K
Net Calls Change
+$339K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.29M +$5.76K +153 +0.5%
BCI
102
Brinker Capital Investments
Pennsylvania
$1.28M -$71.2K -1,892 -5%
OPS
103
Orion Portfolio Solutions
Nebraska
$1.28M -$71.2K -1,892 -5%
WPC
104
White Pine Capital
Minnesota
$1.24M +$518K +13,776 +72%
Stifel Financial
105
Stifel Financial
Missouri
$1.22M +$16.1K +428 +1%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$1.22M
American Century Companies
107
American Century Companies
Missouri
$1.21M -$2.35M -62,566 -66%
GC
108
Guggenheim Capital
Illinois
$1.16M +$75.1K +1,995 +7%
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$1.14M -$36.8K -979 -3%
CWM
110
Connecticut Wealth Management
Connecticut
$1.14M +$650K +17,271 +133%
DCM
111
Dudley Capital Management
Virginia
$1.13M -$226K -6,000 -17%
DLP
112
De Lisle Partners
United Kingdom
$1.1M +$322K +8,553 +42%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$1.09M +$390K +10,374 +56%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.08M -$5.69M -151,103 -84%
HFS
115
Hantz Financial Services
Michigan
$1.05M -$25.7K -684 -2%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$1.04M -$312K -8,300 -23%
Mariner
117
Mariner
Kansas
$1.04M +$72.7K +1,931 +8%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$1.03M +$88.2K +2,344 +9%
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$1M +$643K +17,096 +179%
AB
120
Amalgamated Bank
New York
$995K -$37.5K -997 -4%
TA
121
Teton Advisors
New York
$979K -$56.4K -1,500 -5%
TPI
122
Trust Point Inc
Wisconsin
$979K +$19.3K +513 +2%
ASRS
123
Arizona State Retirement System
Arizona
$974K +$30.5K +811 +3%
BPA
124
Beacon Pointe Advisors
California
$969K
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$963K -$1.42M -37,839 -60%

AUB Hedge Fund Activity: Q3 2024 in Review

305 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2024, worth a combined $2.56B — up 18% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AUB positions and 17 closed out — a net gain of 31 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.3M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.

  • 305 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2024, up from 274 in Q2 2024.
  • Funds reported $2.56B of Atlantic Union Bankshares stock for Q3 2024, up 18% quarter-over-quarter.
  • 48 funds opened new Atlantic Union Bankshares positions in Q3 2024 and 17 closed out, a net change of +31 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2024 was Ameriprise, an estimated $36.3M added.
  • The largest Atlantic Union Bankshares seller in Q3 2024 was LSV Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.