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Atlantic Union Bankshares

194 hedge funds and large institutions have $1.16B invested in Atlantic Union Bankshares in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 69.82%69.69% (-0.13%)

3% less funds holding

Funds holding: 201194 (-7)

9% less capital invested

Capital invested by funds: $1.27B → $1.16B (-$113M)

24% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 78

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

71% less call options, than puts

Call options by funds: $280K | Put options by funds: $962K

Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
59
Reduced
78
Closed
20
Calls
$280K
Puts
$962K
Net Calls
-$682K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
151
STRS Ohio
Ohio
$141K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$138K -$59.7K -2,623 -31%
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K
FMT
154
First Mercantile Trust
Tennessee
$124K -$13.4K -590 -12%
SC
155
SouthState Corp
Florida
$122K +$129K +5,672 New
SSB
156
Sandy Spring Bank
Maryland
$116K
Canada Life
157
Canada Life
Manitoba, Canada
$107K -$20.9K -918 -15%
APWM
158
Atlas Private Wealth Management
New York
$107K
Macquarie Group
159
Macquarie Group
Australia
$102K +$864 +38 +0.8%
GWM
160
Geneos Wealth Management
Colorado
$85K
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$59K +$36.4K +1,600 +139%
TRCT
162
Tower Research Capital (TRC)
New York
$50K -$146K -6,406 -74%
IA
163
IFP Advisors
Florida
$42K -$682 -30 -1%
SIAS
164
Shine Investment Advisory Services
Colorado
$42K
FFA
165
Founders Financial Alliance
North Carolina
$41K +$43.1K +1,896 New
FHA
166
First Horizon Advisors
Tennessee
$38K +$5.03K +221 +14%
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K +$2.98K +131 +9%
IRC
168
Investors Research Corp
Georgia
$34K
PCG
169
Private Capital Group
Connecticut
$31K -$523 -23 -2%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$21K
PHK
171
Point72 Hong Kong
Hong Kong
$20K +$17.6K +776 +451%
EARNEST Partners
172
EARNEST Partners
Georgia
$19K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$19K
PAM
174
Panagora Asset Management
Massachusetts
$19K
QT
175
Quantbot Technologies
New York
$18K +$8.71K +383 +82%

AUB Hedge Fund Activity: Q3 2020 in Review

194 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2020, worth a combined $1.16B — down 8.9% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AUB and 14 opened new positions — a net loss of 6 holders — while 78 trimmed existing stakes and 59 added.

The largest buyer was Investment Counselors of Maryland, opening a new position worth an estimated $17.1M. The largest seller was Vanguard Group, cutting an estimated $10M.

  • 194 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2020, down from 201 in Q2 2020.
  • Funds reported $1.16B of Atlantic Union Bankshares stock for Q3 2020, down 8.9% quarter-over-quarter.
  • 14 funds opened new Atlantic Union Bankshares positions in Q3 2020 and 20 closed out, a net change of -6 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2020 was Investment Counselors of Maryland, an estimated $17.1M added.
  • The largest Atlantic Union Bankshares seller in Q3 2020 was Vanguard Group, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2020.