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Atlantic Union Bankshares

274 hedge funds and large institutions have $2.17B invested in Atlantic Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $296K | Put options by funds: $104K

77% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 70

4% more capital invested

Capital invested by funds: $2.08B → $2.17B (+$86.1M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 274274 (0)

5.05% less ownership

Funds ownership: 78.64%73.6% (-5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
274
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
124
Reduced
70
Closed
36
Calls
$296K
Puts
$104K
Net Calls
+$192K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
201
MML Investors Services
Massachusetts
$260K -$68.7K -2,109 -21%
PA
202
Profund Advisors
Maryland
$253K +$61.1K +1,876 +32%
DT
203
Diversified Trust
Tennessee
$252K +$251K +7,686 New
State of Wisconsin Investment Board
204
State of Wisconsin Investment Board
Wisconsin
$252K +$59.7K +1,832 +31%
FNA
205
First National Advisers
Nebraska
$251K +$22.6K +693 +10%
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$248K +$391 +12 +0.2%
Squarepoint
208
Squarepoint
New York
$245K -$1.86M -57,097 -88%
BIA
209
Beacon Investment Advisors
Maryland
$240K +$65 +2 +0%
TFA
210
Toth Financial Advisory
Virginia
$240K
OQS
211
Occudo Quantitative Strategies
Florida
$227K +$226K +6,923 New
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$216K +$913 +28 +0.4%
CA
213
CoreCap Advisors
Michigan
$216K +$214K +6,562 New
AWM
214
Axxcess Wealth Management
California
$215K +$213K +6,546 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$209K -$6.75K -207 -3%
RFC
216
Regions Financial Corp
Alabama
$201K -$6.42K -197 -3%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$198K +$55.5K +1,703 +39%
AF
218
Allworth Financial
California
$187K +$157K +4,806 New
CPBTD
219
Central Pacific Bank - Trust Division
Hawaii
$186K +$16.9K +520 +10%
ECM
220
EMC Capital Management
Texas
$185K
SSB
221
Sandy Spring Bank
Maryland
$182K
EMFAT
222
Emerald Mutual Fund Advisers Trust
Pennsylvania
$174K
GWM
223
Geneos Wealth Management
Colorado
$154K -$2.41K -74 -2%
SC
224
SouthState Corp
Florida
$142K
OP
225
ORG Partners
Indiana
$107K +$107K +3,283 New

AUB Hedge Fund Activity: Q2 2024 in Review

274 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2024, worth a combined $2.17B — up 4.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 36 closed out — a net gain of 1 holder — while 124 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $66.6M. The largest seller was Millennium Management, exiting entirely with an estimated $12M sold.

  • 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.17B of Atlantic Union Bankshares stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest Atlantic Union Bankshares buyer in Q2 2024 was BlackRock, an estimated $66.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2024 was Millennium Management, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.