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Atlantic Union Bankshares

214 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $1.96B → $2.18B (+$217M)

3.41% more ownership

Funds ownership: 67.74%71.15% (+3.4%)

2% more funds holding

Funds holding: 210214 (+4)

6% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 72

Holders
214
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
68
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBI
126
Baxter Bros Inc
Connecticut
$586K
SBSB
127
Sullivan, Bruyette, Speros & Blaney
Virginia
$554K +$110 +3 +0%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$552K +$161K +4,394 +42%
MCG
129
McCollum Christoferson Group
New York
$527K
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$489K
HSA
131
HBK Sorce Advisory
Pennsylvania
$476K -$4.5K -123 -1%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$462K +$11.4K +312 +3%
TA
133
Tiedemann Advisors
New York
$461K
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$460K +$114K +3,121 +34%
XK
135
Xact Kapitalforvaltning
Sweden
$448K
AB
136
Amalgamated Bank
New York
$440K -$8.19K -224 -2%
Arrowstreet Capital
137
Arrowstreet Capital
Massachusetts
$437K +$429K +11,743 New
GLLW
138
Graves Light Lenhart Wealth
Virginia
$430K
US Bancorp
139
US Bancorp
Minnesota
$418K +$54.7K +1,497 +15%
FHB
140
First Hawaiian Bank
Hawaii
$417K +$409K +11,186 New
ATC
141
Argent Trust Co
Tennessee
$412K -$2.16K -59 -0.5%
RCA
142
Rowland Carmichael Advisors
Arizona
$394K
PI
143
Parkside Investments
Illinois
$394K +$2.71K +74 +0.7%
SEI Investments
144
SEI Investments
Pennsylvania
$393K
VF
145
Virtu Financial
New York
$378K +$371K +10,142 New
JMPWA
146
JP Morgan Private Wealth Advisors
California
$364K -$5.81M -159,066 -94%
HighTower Advisors
147
HighTower Advisors
Illinois
$363K
SPIA
148
Steward Partners Investment Advisory
New York
$356K +$73.4K +2,007 +27%
M&T Bank
149
M&T Bank
New York
$355K +$110 +3 +0%
AA
150
ALPS Advisors
Colorado
$346K +$339K +9,281 New

AUB Hedge Fund Activity: Q3 2019 in Review

214 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2019, worth a combined $2.18B — up 11% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AUB positions and 19 closed out — a net gain of 4 holders — while 68 added to existing stakes and 72 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $74.3M. The largest seller was FJ Capital Management, cutting an estimated $7.35M.

  • 214 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2019, up from 210 in Q2 2019.
  • Funds reported $2.18B of Atlantic Union Bankshares stock for Q3 2019, up 11% quarter-over-quarter.
  • 23 funds opened new Atlantic Union Bankshares positions in Q3 2019 and 19 closed out, a net change of +4 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2019 was State Street, an estimated $74.3M added.
  • The largest Atlantic Union Bankshares seller in Q3 2019 was FJ Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2019.