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Atlantic Union Bankshares

234 hedge funds and large institutions have $1.8B invested in Atlantic Union Bankshares in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 69.48%70.66% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 80

6% less capital invested

Capital invested by funds: $1.93B → $1.8B (-$122M)

7% less funds holding

Funds holding: 252234 (-18)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

Holders
234
Holders Change
-18
Holders Change %
-7.14%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
82
Reduced
80
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Private Capital Group
Connecticut
$20K +$658 +19 +3%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$19K +$3.91K +113 +24%
Nomura Asset Management
203
Nomura Asset Management
Japan
$17.6K
CFGS
204
Concourse Financial Group Securities
Alabama
$13K
LF
205
Lee Financial
Texas
$12K
HNB
206
Huntington National Bank
Ohio
$11K +$9.86K +285 +648%
LC
207
Lindbrook Capital
California
$9K +$6.33K +183 +215%
ETC
208
Exchange Traded Concepts
Oklahoma
$9K +$9.69K +280 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$7K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$7K +$138 +4 +2%
BC
211
Bartlett & Co
Ohio
$7K +$6.82K +197 New
TCOV
212
Trust Company of Vermont
Vermont
$7K +$6.82K +197 New
TWA
213
TCI Wealth Advisors
Arizona
$7K +$7.06K +204 New
PTC
214
Private Trust Company
Ohio
$7K +$7.54K +218 New
BCWM
215
Bartlett & Co Wealth Management
Ohio
$6.68K +$6.82K +197 New
GRP
216
Global Retirement Partners
California
$5K +$35 +1 +0.6%
FRA
217
Front Row Advisors
California
$5K +$761 +22 +16%
HR
218
Howe & Rusling
New York
$4K -$485 -14 -10%
QCG
219
Quadrant Capital Group
Ohio
$4K +$1.28K +37 +44%
MCM
220
Manchester Capital Management
Vermont
$4K +$2.21K +64 +139%
SCA
221
Stonebridge Capital Advisors
Minnesota
$3K
JWA
222
JFS Wealth Advisors
Pennsylvania
$3K +$900 +26 +50%
Simplex Trading
223
Simplex Trading
Illinois
$2K +$2.04K +59 New
CAM
224
ClariVest Asset Management
California
$1K
GWA
225
Gibson Wealth Advisors
Texas
$1K

AUB Hedge Fund Activity: Q2 2022 in Review

234 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2022, worth a combined $1.8B — down 6.4% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AUB and 22 opened new positions — a net loss of 10 holders — while 80 trimmed existing stakes and 82 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $58.2M. The largest seller was Wellington Management Group, cutting an estimated $17.3M.

  • 234 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2022, down from 252 in Q1 2022.
  • Funds reported $1.8B of Atlantic Union Bankshares stock for Q2 2022, down 6.4% quarter-over-quarter.
  • 22 funds opened new Atlantic Union Bankshares positions in Q2 2022 and 32 closed out, a net change of -10 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2022 was Westwood Holdings Group, an estimated $58.2M added.
  • The largest Atlantic Union Bankshares seller in Q2 2022 was Wellington Management Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q2 2022.