Atlantic Union Bankshares
AUB
227 hedge funds and large institutions have $1.52B invested in Atlantic Union Bankshares in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 46 closing their positions.
1,011% more call options, than puts
Call options by funds: $200K | Put options by funds: $18K
5.2% less ownership
Funds ownership: 83.38% → 78.18% (-5.2%)
9% less funds holding
Funds holding: 250 → 227 (-23)
29% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 91
30% less capital invested
Capital invested by funds: $2.18B → $1.52B (-$660M)
48% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 46
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$23.4M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$18.2M |
| 3 |
PA
Pinnacle Associates
New York
|
+$8.19M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$5.82M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.5M |
| 2 |
JP Morgan Chase
New York
|
-$21.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$16.8M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$13.7M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$12.2M |
AUB Hedge Fund Activity: Q2 2023 in Review
227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2023, worth a combined $1.52B — down 30% from $2.18B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of AUB and 24 opened new positions — a net loss of 22 holders — while 91 trimmed existing stakes and 65 added.
The largest buyer was State Street, adding an estimated $23.4M. The largest seller was Wellington Management Group, cutting an estimated $25.5M.
- 227 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2023, down from 250 in Q1 2023.
- Funds reported $1.52B of Atlantic Union Bankshares stock for Q2 2023, down 30% quarter-over-quarter.
- 24 funds opened new Atlantic Union Bankshares positions in Q2 2023 and 46 closed out, a net change of -22 holders.
- The largest Atlantic Union Bankshares buyer in Q2 2023 was State Street, an estimated $23.4M added.
- The largest Atlantic Union Bankshares seller in Q2 2023 was Wellington Management Group, an estimated $25.5M sold.
Based on aggregated 13F filings for Q2 2023.