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Atlantic Union Bankshares

210 hedge funds and large institutions have $1.96B invested in Atlantic Union Bankshares in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

6% more capital invested

Capital invested by funds: $1.86B → $1.96B (+$106M)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 213210 (-3)

2.28% less ownership

Funds ownership: 70.02%67.74% (-2.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
82
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$303K +$299K +8,573 New
Canada Life
152
Canada Life
Manitoba, Canada
$301K -$110K -3,160 -27%
OC
153
Oppenheimer & Co
New York
$294K
ProShare Advisors
154
ProShare Advisors
Maryland
$288K -$7.49K -215 -3%
OA
155
Oak Associates
Ohio
$279K
HSBC Holdings
156
HSBC Holdings
United Kingdom
$277K +$273K +7,850 New
SPIA
157
Steward Partners Investment Advisory
New York
$267K +$264K +7,567 New
CG
158
Colony Group
Massachusetts
$261K
ACA
159
Aptus Capital Advisors
Alabama
$260K +$257K +7,377 New
AIP
160
Ameritas Investment Partners
Nebraska
$244K +$18.4K +527 +8%
JGIA
161
Jackson Grant Investment Advisers
Connecticut
$242K
Baird Financial Group
162
Baird Financial Group
Wisconsin
$236K -$95.7K -2,748 -29%
SO
163
STRS Ohio
Ohio
$233K +$66.2K +1,900 +40%
MML Investors Services
164
MML Investors Services
Massachusetts
$232K +$229K +6,581 New
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K
SC
166
SouthState Corp
Florida
$218K -$27.1K -779 -11%
BTS
167
BB&T Securities
Virginia
$218K +$216K +6,193 New
MIM
168
Montgomery Investment Management
Maryland
$217K -$34.8K -998 -14%
IAA
169
Independent Advisor Alliance
North Carolina
$217K +$214K +6,137 New
CSS
170
Cubist Systematic Strategies
Connecticut
$204K +$201K +5,779 New
AOWM
171
Alpha Omega Wealth Management
Virginia
$203K
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$192K
SSB
173
Sandy Spring Bank
Maryland
$189K
FMT
174
First Mercantile Trust
Tennessee
$156K -$25.1K -720 -14%
GWM
175
Geneos Wealth Management
Colorado
$151K +$150K +4,295 New

AUB Hedge Fund Activity: Q2 2019 in Review

210 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2019, worth a combined $1.96B — up 5.7% from $1.86B a quarter earlier.

Fund positioning in AUB was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 82 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $27.6M. The largest seller was State Street, exiting entirely with an estimated $76.3M sold.

  • 210 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2019, down from 213 in Q1 2019.
  • Funds reported $1.96B of Atlantic Union Bankshares stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 24 funds opened new Atlantic Union Bankshares positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2019 was Goldman Sachs, an estimated $27.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2019 was State Street, an estimated $76.3M sold.

Based on aggregated 13F filings for Q2 2019.