Atlantic Union Bankshares
231 hedge funds and large institutions have $2.1B invested in Atlantic Union Bankshares in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 10 closing their positions.
220% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 10
8% more funds holding
Funds holding: 214 → 231 (+17)
3% less capital invested
Capital invested by funds: $2.18B → $2.1B (-$76M)
1.84% less ownership
Funds ownership: 71.15% → 69.31% (-1.8%)
21% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 86
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$7.36M |
| 2 |
Goldman Sachs
New York
|
+$7.08M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.75M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$3.36M |
| 5 |
Morgan Stanley
New York
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$22.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$14.3M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$11.9M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$10.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.14M |
AUB Hedge Fund Activity: Q4 2019 in Review
231 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2019, worth a combined $2.1B — down 3.5% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AUB positions and 10 closed out — a net gain of 22 holders — while 68 added to existing stakes and 86 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $7.36M. The largest seller was Investment Counselors of Maryland, exiting entirely with an estimated $22.1M sold.
- 231 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2019, up from 214 in Q3 2019.
- Funds reported $2.1B of Atlantic Union Bankshares stock for Q4 2019, down 3.5% quarter-over-quarter.
- 32 funds opened new Atlantic Union Bankshares positions in Q4 2019 and 10 closed out, a net change of +22 holders.
- The largest Atlantic Union Bankshares buyer in Q4 2019 was Janus Henderson Group, an estimated $7.36M added.
- The largest Atlantic Union Bankshares seller in Q4 2019 was Investment Counselors of Maryland, an estimated $22.1M sold.
Based on aggregated 13F filings for Q4 2019.