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Atlantic Union Bankshares

274 hedge funds and large institutions have $2.17B invested in Atlantic Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $296K | Put options by funds: $104K

77% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 70

4% more capital invested

Capital invested by funds: $2.08B → $2.17B (+$86.1M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 274274 (0)

5.05% less ownership

Funds ownership: 78.64%73.6% (-5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
274
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
124
Reduced
70
Closed
36
Calls
$296K
Puts
$104K
Net Calls
+$192K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
176
Natixis Investment Managers International
France
$369K -$11.6K -355 -3%
Creative Planning
177
Creative Planning
Kansas
$359K -$53.8K -1,651 -13%
ASN
178
Advisory Services Network
Georgia
$357K +$354K +10,865 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$342K -$20.6K -631 -6%
M&T Bank
180
M&T Bank
New York
$342K -$15.7K -483 -4%
AACP
181
Advantage Alpha Capital Partners
California
$332K -$34.5K -1,060 -10%
RAM
182
Readystate Asset Management
Illinois
$331K +$329K +10,088 New
PAS
183
Park Avenue Securities
New York
$325K -$9.16K -281 -3%
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$325K +$5.57K +171 +2%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$317K
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$314K +$120K +3,690 +63%
MC
187
Moors & Cabot
Massachusetts
$313K +$16.3K +500 +6%
EH
188
Equitable Holdings
New York
$301K +$6.68K +205 +2%
VIM
189
Vista Investment Management
Pennsylvania
$301K
AIP
190
Ameritas Investment Partners
Nebraska
$297K +$41.4K +1,271 +16%
AG
191
Algert Global
California
$296K +$294K +9,009 New
CCAL
192
City Center Advisors LLC
Michigan
$295K
IWC
193
Integrated Wealth Concepts
Massachusetts
$290K
Neuberger Berman Group
194
Neuberger Berman Group
New York
$287K +$28.4K +870 +11%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$280K +$46.2K +1,418 +20%
BHWA
196
Beacon Harbor Wealth Advisors
Virginia
$275K
PWW
197
Pettyjohn Wood & White
Virginia
$269K +$267K +8,200 New
OC
198
Oppenheimer & Co
New York
$268K +$73.3K +2,250 +38%
AOWM
199
Alpha Omega Wealth Management
Virginia
$265K -$3.26K -100 -1%
PI
200
Parkside Investments
Illinois
$261K +$2.58K +79 +1%

AUB Hedge Fund Activity: Q2 2024 in Review

274 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2024, worth a combined $2.17B — up 4.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 36 closed out — a net gain of 1 holder — while 124 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $66.6M. The largest seller was Millennium Management, exiting entirely with an estimated $12M sold.

  • 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.17B of Atlantic Union Bankshares stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest Atlantic Union Bankshares buyer in Q2 2024 was BlackRock, an estimated $66.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2024 was Millennium Management, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.