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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
AIP
201
Ameritas Investment Partners
Nebraska
$210K
OC
202
Oppenheimer & Co
New York
$204K
SC
203
SouthState Corp
Florida
$176K
TSW
204
Thompson Siegel & Walmsley
Virginia
$174K
GWM
205
Geneos Wealth Management
Colorado
$167K
TRCT
206
Tower Research Capital (TRC)
New York
$161K +$156K +4,214 +1,130%
SOW
207
State of Wyoming
Wyoming
$150K +$158K +4,279 New
EWM
208
Evermay Wealth Management
Virginia
$109K
DFCM
209
Dark Forest Capital Management
Puerto Rico
$105K +$71.3K +1,929 +180%
FHA
210
First Horizon Advisors
Tennessee
$83K +$3K +81 +4%
UB
211
UMB Bank
Missouri
$63.4K +$19.5K +527 +41%
BTI
212
Blue Trust Inc
Georgia
$62K +$19.9K +537 +44%
BAM
213
Belpointe Asset Management
Nevada
$61K +$2.59K +70 +4%
IRC
214
Investors Research Corp
Georgia
$56.1K
QCG
215
Quadrant Capital Group
Ohio
$55.2K +$370 +10 +0.6%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$51K
S
217
SignatureFD
Georgia
$43.1K -$4.84K -131 -10%
C
218
Covestor
United Kingdom
$34K -$19.6K -530 -36%
EARNEST Partners
219
EARNEST Partners
Georgia
$31.5K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$30.7K
PA
221
Parallel Advisors
California
$26.3K +$27.1K +733 +4,072%
TPCW
222
TD Private Client Wealth
New York
$26.1K +$17.8K +482 +183%
Simplex Trading
223
Simplex Trading
Illinois
$26K +$28K +758 New
Nomura Asset Management
224
Nomura Asset Management
Japan
$18.2K
LF
225
Lee Financial
Texas
$12.8K

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.