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Atlantic Union Bankshares

233 hedge funds and large institutions have $2.14B invested in Atlantic Union Bankshares in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $648K

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $1.84B → $2.14B (+$299M)

10% more funds holding

Funds holding: 212233 (+21)

0.35% less ownership

Funds ownership: 71.04%70.69% (-0.35%)

20% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 84

Holders
233
Holders Change
+21
Holders Change %
+9.91%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
67
Reduced
84
Closed
13
Calls
$4.79M
Puts
$648K
Net Calls
+$4.14M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
201
Panagora Asset Management
Massachusetts
$35K
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$34K
NFSG
203
Newbridge Financial Services Group
Florida
$32K +$30.4K +823 New
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$27K -$13.5K -366 -34%
S
205
SignatureFD
Georgia
$17K +$738 +20 +5%
PCG
206
Private Capital Group
Connecticut
$16K -$33.1K -897 -68%
PHK
207
Point72 Hong Kong
Hong Kong
$14K -$7.71K -209 -37%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$14K
BW
209
Bison Wealth
Georgia
$13K +$463K +12,545 New
LWM
210
Liberty Wealth Management
California
$12K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$11K
WCM
212
Wealthcare Capital Management
Virginia
$11K +$10.8K +292 New
IA
213
IFP Advisors
Florida
$9K -$63.8K -1,730 -88%
LF
214
Lee Financial
Texas
$9K
APW
215
Acima Private Wealth
Virginia
$8K
SFS
216
Sowell Financial Services
Arkansas
$8K +$2.58K +70 +57%
GRP
217
Global Retirement Partners
California
$6K +$37 +1 +0.7%
HR
218
Howe & Rusling
New York
$4K -$922 -25 -20%
FRA
219
Front Row Advisors
California
$4K -$148 -4 -4%
LC
220
Lindbrook Capital
California
$4K +$885 +24 +27%
SCA
221
Stonebridge Capital Advisors
Minnesota
$4K +$3.69K +100 New
QCG
222
Quadrant Capital Group
Ohio
$4K +$3.87K +105 New
PA
223
Parallel Advisors
California
$3K +$443 +12 +21%
TWA
224
TCI Wealth Advisors
Arizona
$3K +$2.88K +78 New
AIG
225
American International Group
New York
$1.74K +$4.43K +120 +0.3%

AUB Hedge Fund Activity: Q1 2021 in Review

233 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2021, worth a combined $2.14B — up 16% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 13 closed out — a net gain of 24 holders — while 67 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.5M. The largest seller was Wellington Management Group, cutting an estimated $20.7M.

  • 233 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2021, up from 212 in Q4 2020.
  • Funds reported $2.14B of Atlantic Union Bankshares stock for Q1 2021, up 16% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q1 2021 and 13 closed out, a net change of +24 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2021 was Vanguard Group, an estimated $25.5M added.
  • The largest Atlantic Union Bankshares seller in Q1 2021 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2021.