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Atlantic Union Bankshares

250 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $256K | Put options by funds: $109K

30% more capital invested

Capital invested by funds: $1.67B → $2.18B (+$509M)

29% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 75

12.67% more ownership

Funds ownership: 70.71%83.38% (+13%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

2% less funds holding

Funds holding: 256250 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
-6
Holders Change %
-2.34%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
97
Reduced
75
Closed
36
Calls
$256K
Puts
$109K
Net Calls
+$147K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$330K +$3.66K +99 +1%
SCA
177
Sander Capital Advisors
Washington
$319K
EH
178
Equitable Holdings
New York
$315K
TA
179
Tiedemann Advisors
New York
$314K
IWC
180
Integrated Wealth Concepts
Massachusetts
$310K -$6.66K -180 -2%
Two Sigma Investments
181
Two Sigma Investments
New York
$305K -$1.45M -39,228 -82%
LFAS
182
Level Four Advisory Services
Texas
$305K +$321K +8,691 New
BHWA
183
Beacon Harbor Wealth Advisors
Virginia
$293K +$310K +8,372 New
AOWM
184
Alpha Omega Wealth Management
Virginia
$291K
PAMS
185
Pictet Asset Management (Switzerland)
Switzerland
$288K
SAG
186
SageView Advisory Group
California
$281K +$5.55K +150 +2%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$272K -$10.2K -276 -3%
PI
188
Parkside Investments
Illinois
$265K +$2.22K +60 +0.8%
TFA
189
Toth Financial Advisory
Virginia
$259K -$9.24K -250 -3%
MML Investors Services
190
MML Investors Services
Massachusetts
$258K -$13.7K -371 -5%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$256K +$7.28K +197 +3%
BIA
192
Beacon Investment Advisors
Maryland
$248K +$37 +1 +0%
RFC
193
Regions Financial Corp
Alabama
$247K +$1.11K +30 +0.4%
Creative Planning
194
Creative Planning
Kansas
$244K -$24.7K -669 -9%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$240K +$253K +6,845 New
PA
196
Profund Advisors
Maryland
$227K +$240K +6,480 New
LWCFA
197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K
VIM
198
Vista Investment Management
Pennsylvania
$220K
CG
199
Colony Group
Massachusetts
$219K +$296 +8 +0.1%
KBC Group
200
KBC Group
Belgium
$215K +$226K +6,125 New

AUB Hedge Fund Activity: Q1 2023 in Review

250 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2023, worth a combined $2.18B — up 30% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AUB and 33 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 97 added.

The largest buyer was BlackRock, adding an estimated $204M. The largest seller was Franklin Resources, cutting an estimated $67M.

  • 250 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2023, down from 256 in Q4 2022.
  • Funds reported $2.18B of Atlantic Union Bankshares stock for Q1 2023, up 30% quarter-over-quarter.
  • 33 funds opened new Atlantic Union Bankshares positions in Q1 2023 and 36 closed out, a net change of -3 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2023 was BlackRock, an estimated $204M added.
  • The largest Atlantic Union Bankshares seller in Q1 2023 was Franklin Resources, an estimated $67M sold.

Based on aggregated 13F filings for Q1 2023.