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Atlantic Union Bankshares

201 hedge funds and large institutions have $1.27B invested in Atlantic Union Bankshares in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$82.2M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

0.99% more ownership

Funds ownership: 68.83%69.82% (+0.99%)

0% more funds holding

Funds holding: 201201 (0)

70% less call options, than puts

Call options by funds: $264K | Put options by funds: $894K

Holders
201
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
68
Reduced
64
Closed
27
Calls
$264K
Puts
$894K
Net Calls
-$630K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$21K +$21.9K +974 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$20K
PAG
178
Private Advisor Group
New Jersey
$18K +$17.5K +779 New
S
179
SignatureFD
Georgia
$16K +$810 +36 +6%
AAM
180
Advisors Asset Management
Colorado
$14K +$13.6K +604 New
GWS
181
Glassman Wealth Services
Virginia
$13K
VCM
182
Vigilant Capital Management
Maine
$12K -$7.74M -343,835 -100%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$11K
QT
184
Quantbot Technologies
New York
$10K +$10.6K +469 New
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$9K
LWM
186
Liberty Wealth Management
California
$8K +$90 +4 +1%
OPS
187
Orion Portfolio Solutions
Nebraska
$5K -$450 -20 -9%
APW
188
Acima Private Wealth
Virginia
$5K
LF
189
Lee Financial
Texas
$5K
PHK
190
Point72 Hong Kong
Hong Kong
$4K +$3.87K +172 New
FRA
191
Front Row Advisors
California
$2K -$45 -2 -2%
SCA
192
Stonebridge Capital Advisors
Minnesota
$2K
LC
193
Lindbrook Capital
California
$2K +$1.89K +84 New
CFGS
194
Concourse Financial Group Securities
Alabama
$1K -$833 -37 -42%
PA
195
Parallel Advisors
California
$1K
SFS
196
Sowell Financial Services
Arkansas
$1K
AWM
197
Apollon Wealth Management
South Carolina
$1K +$653 +29 New
CCA
198
Column Capital Advisors
Indiana
$1K +$1.19K +53 New
HR
199
Howe & Rusling
New York
$1K +$1.35K +60 New
TI
200
tru Independence
Oregon
$1

AUB Hedge Fund Activity: Q2 2020 in Review

201 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2020, worth a combined $1.27B — up 6.9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AUB positions and 27 closed out — a net gain of 2 holders — while 68 added to existing stakes and 64 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $23M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $29.2M.

  • 201 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.27B of Atlantic Union Bankshares stock for Q2 2020, up 6.9% quarter-over-quarter.
  • 29 funds opened new Atlantic Union Bankshares positions in Q2 2020 and 27 closed out, a net change of +2 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2020 was Wellington Management Group, an estimated $23M added.
  • The largest Atlantic Union Bankshares seller in Q2 2020 was Vaughan Nelson Investment Management, an estimated $29.2M sold.

Based on aggregated 13F filings for Q2 2020.