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Atlantic Union Bankshares

305 hedge funds and large institutions have $2.56B invested in Atlantic Union Bankshares in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

672% more call options, than puts

Call options by funds: $610K | Put options by funds: $79K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $2.17B → $2.56B (+$385M)

11% more funds holding

Funds holding: 274305 (+31)

1.93% more ownership

Funds ownership: 73.6%75.53% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

Holders
305
Holders Change
+31
Holders Change %
+11.31%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
103
Reduced
94
Closed
17
Calls
$610K
Puts
$79K
Net Calls
+$531K
Net Calls Change
+$339K
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
201
Alpha Omega Wealth Management
Virginia
$304K
KeyBank National Association
202
KeyBank National Association
Ohio
$295K +$295K +7,828 New
ECM
203
Everence Capital Management
Indiana
$290K
DT
204
Diversified Trust
Tennessee
$290K
BIA
205
Beacon Investment Advisors
Maryland
$275K +$38 +1 +0%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$274K +$301 +8 +0.1%
State of Wisconsin Investment Board
207
State of Wisconsin Investment Board
Wisconsin
$272K -$17.6K -468 -6%
PAS
208
Park Avenue Securities
New York
$268K -$104K -2,771 -28%
TFA
209
Toth Financial Advisory
Virginia
$267K -$7.53K -200 -3%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$250K +$1.73K +46 +0.7%
GRP
211
Global Retirement Partners
California
$247K +$226K +6,006 +1,090%
AWM
212
Axxcess Wealth Management
California
$247K +$113 +3 +0%
LWCFA
213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K
ACM
214
Aster Capital Management
United Arab Emirates
$233K +$233K +6,179 New
PI
215
Parkside Investments
Illinois
$226K -$73.3K -1,949 -24%
RFC
216
Regions Financial Corp
Alabama
$225K -$5.83K -155 -3%
HAG
217
HighPoint Advisor Group
Illinois
$225K +$225K +5,980 New
MM
218
MQS Management
New York
$224K -$245K -6,504 -52%
HFO
219
Heritage Family Offices
Arizona
$224K +$224K +5,942 New
PIFP
220
Partners in Financial Planning
Virginia
$223K +$223K +5,924 New
X
221
Xponance
Pennsylvania
$221K +$221K +5,868 New
OQS
222
Occudo Quantitative Strategies
Florida
$217K -$43.7K -1,161 -17%
CA
223
CoreCap Advisors
Michigan
$217K -$30.1K -800 -12%
Verition Fund Management
224
Verition Fund Management
Connecticut
$215K +$214K +5,698 New
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$210K +$209K +5,566 New

AUB Hedge Fund Activity: Q3 2024 in Review

305 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2024, worth a combined $2.56B — up 18% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AUB positions and 17 closed out — a net gain of 31 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.3M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.

  • 305 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2024, up from 274 in Q2 2024.
  • Funds reported $2.56B of Atlantic Union Bankshares stock for Q3 2024, up 18% quarter-over-quarter.
  • 48 funds opened new Atlantic Union Bankshares positions in Q3 2024 and 17 closed out, a net change of +31 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2024 was Ameriprise, an estimated $36.3M added.
  • The largest Atlantic Union Bankshares seller in Q3 2024 was LSV Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.