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Atlantic Union Bankshares

233 hedge funds and large institutions have $2.14B invested in Atlantic Union Bankshares in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $648K

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $1.84B → $2.14B (+$299M)

10% more funds holding

Funds holding: 212233 (+21)

0.35% less ownership

Funds ownership: 71.04%70.69% (-0.35%)

20% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 84

Holders
233
Holders Change
+21
Holders Change %
+9.91%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
67
Reduced
84
Closed
13
Calls
$4.79M
Puts
$648K
Net Calls
+$4.14M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$644K +$390K +10,573 +171%
HWA
127
Heritage Wealth Advisors
Virginia
$634K -$330K -8,932 -35%
SG Americas Securities
128
SG Americas Securities
New York
$631K -$174K -4,727 -22%
Man Group
129
Man Group
United Kingdom
$625K -$4.86M -131,666 -89%
OAM
130
Oppenheimer Asset Management
New York
$617K +$50K +1,356 +9%
ACM
131
AlphaCrest Capital Management
New York
$610K +$587K +15,900 New
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$603K
Skandinaviska Enskilda Banken (SEB)
133
Skandinaviska Enskilda Banken (SEB)
Sweden
$587K +$564K +15,300 New
First Manhattan
134
First Manhattan
New York
$575K
MSL
135
Mackay Shields LLC
New York
$548K +$528K +14,300 New
SEI Investments
136
SEI Investments
Pennsylvania
$543K -$75K -2,034 -11%
GLLW
137
Graves Light Lenhart Wealth
Virginia
$510K +$70.2K +1,902 +17%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$504K
PSUF
139
People's United Financial
Connecticut
$498K +$21.5K +583 +5%
SBSB
140
Sullivan, Bruyette, Speros & Blaney
Virginia
$492K -$51.6K -1,399 -10%
HSA
141
HBK Sorce Advisory
Pennsylvania
$490K
P
142
Pitcairn
Pennsylvania
$465K +$5.46K +148 +1%
GI
143
GAMCO Investors
Connecticut
$460K
CRI
144
Colonial River Investments
Virginia
$459K
LPL Financial
145
LPL Financial
California
$455K +$2.44K +66 +0.6%
US Bancorp
146
US Bancorp
Minnesota
$449K -$54.7K -1,482 -11%
FHB
147
First Hawaiian Bank
Hawaii
$421K +$1.03K +28 +0.3%
IA
148
IndexIQ Advisors
New York
$399K +$384K +10,403 New
BBI
149
Baxter Bros Inc
Connecticut
$394K
Mariner
150
Mariner
Kansas
$392K +$377K +10,222 New

AUB Hedge Fund Activity: Q1 2021 in Review

233 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2021, worth a combined $2.14B — up 16% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 13 closed out — a net gain of 24 holders — while 67 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.5M. The largest seller was Wellington Management Group, cutting an estimated $20.7M.

  • 233 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2021, up from 212 in Q4 2020.
  • Funds reported $2.14B of Atlantic Union Bankshares stock for Q1 2021, up 16% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q1 2021 and 13 closed out, a net change of +24 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2021 was Vanguard Group, an estimated $25.5M added.
  • The largest Atlantic Union Bankshares seller in Q1 2021 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2021.