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Atlantic Union Bankshares
AUB

240 hedge funds and large institutions have $1.96B invested in Atlantic Union Bankshares in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

3% more funds holding

Funds holding: 233 → 240 (+7)

2.16% less ownership

Funds ownership: 70.69% → 68.54% (-2.2%)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$179M)

Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
80
Reduced
72
Closed
20
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$3.13M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$18.6M
2
Goldman Sachs
Goldman Sachs
New York
+$9.28M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.2M
4
State Street
State Street
Massachusetts
+$6.31M
5
ECM
ExodusPoint Capital Management
New York
+$3.87M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$18.1M
3
BlackRock
BlackRock
New York
-$13.5M
4
WCM
Wedge Capital Management
North Carolina
-$10.2M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$87K +$4.51K +115 +5%
Macquarie Group
202
Macquarie Group
Australia
$78K -$98.7K -2,517 -54%
FF
203
FourThought Financial
Florida
$71K +$77.2K +1,967 New
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$69K +$2.75K +70 +4%
QT
205
Quantbot Technologies
New York
$69K +$75.8K +1,932 New
William Blair Investment Management
206
William Blair Investment Management
Illinois
$65K +$70.4K +1,795 New
IRC
207
Investors Research Corp
Georgia
$58K – – –
Lazard Asset Management
208
Lazard Asset Management
New York
$34K – – –
EARNEST Partners
209
EARNEST Partners
Georgia
$33K – – –
PAM
210
Panagora Asset Management
Massachusetts
$33K – – –
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$32K – – –
NFSG
212
Newbridge Financial Services Group
Florida
$30K – – –
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$29K +$4.04K +103 +15%
S
214
SignatureFD
Georgia
$22K +$6.16K +157 +36%
PCG
215
Private Capital Group
Connecticut
$18K +$2.75K +70 +16%
LWM
216
Liberty Wealth Management
California
$14K +$392 +10 +3%
BW
217
Bison Wealth
Georgia
$13K – – –
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$13K – – –
LF
219
Lee Financial
Texas
$13K +$5.1K +130 +55%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$13K +$14K +357 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
IA
222
IFP Advisors
Florida
$9K – – –
SCA
223
Stonebridge Capital Advisors
Minnesota
$8K +$3.92K +100 +100%
APW
224
Acima Private Wealth
Virginia
$7K – – –
QCG
225
Quadrant Capital Group
Ohio
$7K +$3.61K +92 +88%
7 8
9
10 11

AUB Hedge Fund Activity: Q2 2021 in Review

240 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2021, worth a combined $1.96B — down 8.4% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AUB positions and 20 closed out — a net gain of 8 holders — while 80 added to existing stakes and 72 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $18.6M. The largest seller was Wellington Management Group, cutting an estimated $65.1M.

  • 240 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2021, up from 233 in Q1 2021.
  • Funds reported $1.96B of Atlantic Union Bankshares stock for Q2 2021, down 8.4% quarter-over-quarter.
  • 28 funds opened new Atlantic Union Bankshares positions in Q2 2021 and 20 closed out, a net change of +8 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2021 was GW&K Investment Management, an estimated $18.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2021 was Wellington Management Group, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2021.