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Atlantic Union Bankshares
AUB

194 hedge funds and large institutions have $1.16B invested in Atlantic Union Bankshares in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 69.82% → 69.69% (-0.13%)

3% less funds holding

Funds holding: 201 → 194 (-7)

9% less capital invested

Capital invested by funds: $1.27B → $1.16B (-$113M)

24% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

71% less call options, than puts

Call options by funds: $280K | Put options by funds: $962K

Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
3.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
59
Reduced
78
Closed
20
Calls
$280K
Puts
$962K
Net Calls
-$682K
Net Calls Change
-$52K

Top Buyers

Rank Fund Capital Flow
1
ICOM
Investment Counselors of Maryland
Maryland
+$17.1M
2
Millennium Management
Millennium Management
New York
+$13.9M
3
Franklin Resources
Franklin Resources
California
+$7.79M
4
PCM
Peregrine Capital Management
Minnesota
+$6.09M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.75M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$10M
2
BlackRock
BlackRock
New York
-$7.68M
3
Norges Bank
Norges Bank
Norway
-$6.19M
4
State Street
State Street
Massachusetts
-$6.15M
5
MAP
Moody Aldrich Partners
Massachusetts
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
126
Oppenheimer Asset Management
New York
$326K +$3.21K +141 +0.9%
First Manhattan
127
First Manhattan
New York
$320K – – –
SBSB
128
Sullivan, Bruyette, Speros & Blaney
Virginia
$304K +$91 +4 +0%
UCFA
129
United Capital Financial Advisors
Texas
$299K -$22.7K -1,000 -7%
US Bancorp
130
US Bancorp
Minnesota
$290K -$169K -7,425 -35%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$281K – – –
HSA
132
HBK Sorce Advisory
Pennsylvania
$273K – – –
PSUF
133
People's United Financial
Connecticut
$259K +$3.3K +145 +1%
GI
134
GAMCO Investors
Connecticut
$256K – – –
PP
135
Paloma Partners
Connecticut
$247K -$198K -8,686 -43%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$243K -$22.7K -998 -8%
FHB
137
First Hawaiian Bank
Hawaii
$234K – – –
PI
138
Parkside Investments
Illinois
$233K +$2.5K +110 +1%
P
139
Pitcairn
Pennsylvania
$231K +$3.37K +148 +1%
RCA
140
Rowland Carmichael Advisors
Arizona
$226K – – –
TI
141
Trexquant Investment
Connecticut
$223K +$237K +10,426 New
EH
142
Equitable Holdings
New York
$208K – – –
JMPWA
143
JP Morgan Private Wealth Advisors
California
$207K -$25.9K -1,137 -11%
M&T Bank
144
M&T Bank
New York
$203K – – –
AG
145
Aperio Group
California
$203K +$216K +9,507 New
TSW
146
Thompson Siegel & Walmsley
Virginia
$187K – – –
GT
147
Glenmede Trust
Pennsylvania
$186K -$530K -23,312 -73%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$174K – – –
RMC
149
Resources Management Corp
Connecticut
$160K – – –
AIP
150
Ameritas Investment Partners
Nebraska
$145K – – –
4 5
6
7 8

AUB Hedge Fund Activity: Q3 2020 in Review

194 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2020, worth a combined $1.16B — down 8.9% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AUB and 14 opened new positions — a net loss of 6 holders — while 78 trimmed existing stakes and 59 added.

The largest buyer was Investment Counselors of Maryland, opening a new position worth an estimated $17.1M. The largest seller was Vanguard Group, cutting an estimated $10M.

  • 194 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2020, down from 201 in Q2 2020.
  • Funds reported $1.16B of Atlantic Union Bankshares stock for Q3 2020, down 8.9% quarter-over-quarter.
  • 14 funds opened new Atlantic Union Bankshares positions in Q3 2020 and 20 closed out, a net change of -6 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2020 was Investment Counselors of Maryland, an estimated $17.1M added.
  • The largest Atlantic Union Bankshares seller in Q3 2020 was Vanguard Group, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2020.