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Atlantic Union Bankshares
AUB

156 hedge funds and large institutions have $670M invested in Atlantic Union Bankshares in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $621M → $670M (+$49.4M)

4% more funds holding

Funds holding: 150 → 156 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
156
Holders Change
+6
Holders Change %
+4%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
63
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.22M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.14M
4
BIT
BlackRock Institutional Trust
California
+$3.03M
5
Prudential Financial
Prudential Financial
New Jersey
+$2.99M

Top Sellers

1
HA
Heartland Advisors
Wisconsin
-$20.9M
2
EPCA
Elizabeth Park Capital Advisors
Ohio
-$5.41M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$5.11M
4
CRC
Curi RMB Capital
Illinois
-$2.49M
5
MCA
Mendon Capital Advisors
Florida
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$6K +$5.2K +194 +606%
FHA
152
First Horizon Advisors
Tennessee
$4K +$4.02K +150 New
US Bancorp
153
US Bancorp
Minnesota
$2K – – –
IA
154
IFP Advisors
Florida
$1K – – –
Creative Planning
155
Creative Planning
Kansas
$1K +$1.31K +49 New
VOYA Investment Management
156
VOYA Investment Management
Georgia
$592 – – –
EPCA
157
Elizabeth Park Capital Advisors
Ohio
– -$5.41M -219,052 Closed
CRC
158
Curi RMB Capital
Illinois
– -$2.49M -100,820 Closed
MCA
159
Mendon Capital Advisors
Florida
– -$1.85M -75,000 Closed
KCM
160
Kennedy Capital Management
Missouri
– -$704K -28,495 Closed
DG
161
Davidson & Garrard
Virginia
– -$580K -23,469 Closed
Marshall Wace
162
Marshall Wace
United Kingdom
– -$445K -18,004 Closed
1GA
163
1st Global Advisors
Texas
– -$282K -11,429 Closed
PP
164
Paloma Partners
Connecticut
– -$278K -11,250 Closed
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
– -$154K -6,252 Closed
Walleye Trading
166
Walleye Trading
New York
– -$33K -1,336 Closed
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -269 Closed
AG
168
Advisor Group
Arizona
– -$3K -126 Closed
3 4 5 6
7

AUB Hedge Fund Activity: Q3 2016 in Review

156 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2016, worth a combined $670M — up 8% from $621M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AUB positions and 12 closed out — a net gain of 6 holders — while 63 added to existing stakes and 36 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.7M. The largest seller was Heartland Advisors, cutting an estimated $20.9M.

  • 156 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2016, up from 150 in Q2 2016.
  • Funds reported $670M of Atlantic Union Bankshares stock for Q3 2016, up 8% quarter-over-quarter.
  • 18 funds opened new Atlantic Union Bankshares positions in Q3 2016 and 12 closed out, a net change of +6 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2016 was Millennium Management, an estimated $4.7M added.
  • The largest Atlantic Union Bankshares seller in Q3 2016 was Heartland Advisors, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2016.