Atlantic Union Bankshares
118 hedge funds and large institutions have $590M invested in Atlantic Union Bankshares in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 16 closing their positions.
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
3% more capital invested
Capital invested by funds: $574M → $590M (+$16M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 34
1% less funds holding
Funds holding: 119 → 118 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$7.65M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
+$5.4M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.05M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.19M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$16.6M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$9.65M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.95M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.55M |
| 5 |
Renaissance Technologies
New York
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
D.E. Shaw & Co
New York
| – | -$237K | -10,239 | Closed |
|
|
RFC
127
Regions Financial Corp
Birmingham,
Alabama
| – | -$235K | -10,157 | Closed |
|
|
OSAM
128
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$231K | -10,044 | Closed |
|
129
Principal Financial Group
Des Moines,
Iowa
| – | -$226K | -9,799 | Closed |
|
|
IAM
130
Iridian Asset Management
Westport,
Connecticut
| – | -$213K | -9,233 | Closed |
|
131
BNP Paribas Financial Markets
Paris,
France
| – | -$67.6K | -2,926 | Closed |
|
|
PCM
132
Prelude Capital Management
New York
| – | -$27K | -1,150 | Closed |
|
133
Envestnet Asset Management
Chicago,
Illinois
| – | -$3K | -124 | Closed |
|
|
KT
134
Kanaly Trust
Houston,
Texas
| – | -$1K | -40 | Closed |
|
AUB Hedge Fund Activity: Q4 2014 in Review
118 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2014, worth a combined $590M — up 2.8% from $574M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AUB positions and 16 closed out — a net gain of 2 holders — while 34 added to existing stakes and 34 trimmed.
The largest buyer was Keeley Asset Management, adding an estimated $7.65M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $16.6M sold.
- 118 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2014, down from 119 in Q3 2014.
- Funds reported $590M of Atlantic Union Bankshares stock for Q4 2014, up 2.8% quarter-over-quarter.
- 18 funds opened new Atlantic Union Bankshares positions in Q4 2014 and 16 closed out, a net change of +2 holders.
- The largest Atlantic Union Bankshares buyer in Q4 2014 was Keeley Asset Management, an estimated $7.65M added.
- The largest Atlantic Union Bankshares seller in Q4 2014 was Cramer Rosenthal McGlynn, an estimated $16.6M sold.
Based on aggregated 13F filings for Q4 2014.