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Atlantic Union Bankshares

274 hedge funds and large institutions have $2.08B invested in Atlantic Union Bankshares in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $272K | Put options by funds: $56K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

8% more funds holding

Funds holding: 254274 (+20)

0.7% less ownership

Funds ownership: 79.34%78.64% (-0.7%)

4% less capital invested

Capital invested by funds: $2.18B → $2.08B (-$90.8M)

22% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 100

Holders
274
Holders Change
+20
Holders Change %
+7.87%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
78
Reduced
100
Closed
18
Calls
$272K
Puts
$56K
Net Calls
+$216K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$574K -$84.6K -2,463 -13%
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$572K +$481 +14 +0.1%
HighTower Advisors
153
HighTower Advisors
Illinois
$550K +$45K +1,309 +9%
RMC
154
Resources Management Corp
Connecticut
$537K
LCM
155
Landscape Capital Management
New Jersey
$534K +$215K +6,258 +70%
First Manhattan
156
First Manhattan
New York
$530K
Brown Advisory
157
Brown Advisory
Maryland
$530K -$50.3K -1,465 -9%
IB
158
Intrust Bank
Kansas
$522K +$30.4K +886 +6%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$498K -$21.1K -615 -4%
TRCT
160
Tower Research Capital (TRC)
New York
$489K +$270K +7,873 +132%
TFG
161
Taylor Financial Group
Virginia
$486K -$139K -4,060 -23%
MOACM
162
Mutual of America Capital Management
New York
$456K -$7.04K -205 -2%
GLLW
163
Graves Light Lenhart Wealth
Virginia
$451K -$31.4K -913 -7%
HFS
164
Hantz Financial Services
Michigan
$451K -$17.7K -516 -4%
Creative Planning
165
Creative Planning
Kansas
$444K +$790 +23 +0.2%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$440K -$4.57K -133 -1%
XT
167
XTX Topco
Cayman Islands
$436K +$424K +12,342 New
Amundi
168
Amundi
France
$435K +$116K +3,383 +33%
US Bancorp
169
US Bancorp
Minnesota
$427K +$26.4K +769 +7%
I
170
InceptionR
California
$414K +$403K +11,732 New
VNIM
171
Vaughan Nelson Investment Management
Texas
$409K -$18.4K -535 -4%
NIMI
172
Natixis Investment Managers International
France
$409K -$18.4K -535 -4%
GI
173
GAMCO Investors
Connecticut
$406K
SG Americas Securities
174
SG Americas Securities
New York
$397K +$387K +11,254 New
CAS
175
CTC Alternative Strategies
Illinois
$395K +$385K +11,200 New

AUB Hedge Fund Activity: Q1 2024 in Review

274 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2024, worth a combined $2.08B — down 4.2% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AUB positions and 18 closed out — a net gain of 20 holders — while 78 added to existing stakes and 100 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $18.2M.

  • 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2024, up from 254 in Q4 2023.
  • Funds reported $2.08B of Atlantic Union Bankshares stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 38 funds opened new Atlantic Union Bankshares positions in Q1 2024 and 18 closed out, a net change of +20 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2024 was Westwood Holdings Group, an estimated $14.4M added.
  • The largest Atlantic Union Bankshares seller in Q1 2024 was Morgan Stanley, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2024.