We are live on ! Find out more
AUB icon

Atlantic Union Bankshares

274 hedge funds and large institutions have $2.17B invested in Atlantic Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $296K | Put options by funds: $104K

77% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 70

4% more capital invested

Capital invested by funds: $2.08B → $2.17B (+$86.1M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 274274 (0)

5.05% less ownership

Funds ownership: 78.64%73.6% (-5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
274
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
124
Reduced
70
Closed
36
Calls
$296K
Puts
$104K
Net Calls
+$192K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$811K -$3.23K -99 -0.4%
OAM
127
Oppenheimer Asset Management
New York
$793K +$122K +3,757 +18%
CA
128
Clearstead Advisors
Ohio
$786K +$780K +23,933 New
SM
129
Salzhauer Michael
$746K +$203K +6,215 +38%
DOA
130
D'Orazio & Associates
Virginia
$734K
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$717K +$56.6K +1,735 +9%
P
132
Pitcairn
Pennsylvania
$714K +$71.3K +2,189 +11%
New York State Teachers Retirement System (NYSTRS)
133
New York State Teachers Retirement System (NYSTRS)
New York
$700K +$45.6K +1,400 +7%
HWA
134
Heritage Wealth Advisors
Virginia
$699K +$3.49K +107 +0.5%
DLP
135
De Lisle Partners
United Kingdom
$676K +$670K +20,565 New
FHB
136
First Hawaiian Bank
Hawaii
$645K +$95.8K +2,938 +18%
FNBT
137
FineMark National Bank & Trust
Florida
$643K
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$635K +$102K +3,141 +19%
SG Americas Securities
139
SG Americas Securities
New York
$628K +$256K +7,868 +70%
WPC
140
White Pine Capital
Minnesota
$626K -$150K -4,600 -19%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$615K +$80.7K +2,476 +15%
HA
142
Harbor Advisors
Florida
$612K +$608K +18,644 New
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$609K +$331K +10,168 +121%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$594K -$829K -25,426 -58%
TI
145
Tidal Investments
Wisconsin
$594K +$589K +18,077 New
SL
146
Salomon & Ludwin
Virginia
$585K
TFG
147
Taylor Financial Group
Virginia
$582K +$129K +3,971 +29%
IB
148
Intrust Bank
Kansas
$568K +$81.7K +2,506 +17%
HighTower Advisors
149
HighTower Advisors
Illinois
$538K +$27.9K +857 +5%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$536K

AUB Hedge Fund Activity: Q2 2024 in Review

274 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2024, worth a combined $2.17B — up 4.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 36 closed out — a net gain of 1 holder — while 124 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $66.6M. The largest seller was Millennium Management, exiting entirely with an estimated $12M sold.

  • 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.17B of Atlantic Union Bankshares stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest Atlantic Union Bankshares buyer in Q2 2024 was BlackRock, an estimated $66.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2024 was Millennium Management, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.