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Atlantic Union Bankshares

339 hedge funds and large institutions have $3.19B invested in Atlantic Union Bankshares in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,174% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $27K

133% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 78

25% more capital invested

Capital invested by funds: $2.56B → $3.19B (+$636M)

18.33% more ownership

Funds ownership: 75.53%93.86% (+18%)

11% more funds holding

Funds holding: 305339 (+34)

Holders
339
Holders Change
+34
Holders Change %
+11.15%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
136
Reduced
78
Closed
27
Calls
$1.42M
Puts
$27K
Net Calls
+$1.4M
Net Calls Change
+$866K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
201
First Manhattan
New York
$500K -$71.3K -1,800 -12%
Creative Planning
202
Creative Planning
Kansas
$496K -$2.62K -66 -0.5%
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$496K -$242K -6,101 -32%
BPC
204
Bryce Point Capital
New York
$458K +$479K +12,097 New
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$451K
Point72 Asset Management
206
Point72 Asset Management
Connecticut
$445K +$466K +11,756 New
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$442K +$46.3K +1,169 +11%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$441K -$555 -14 -0.1%
PAS
209
Park Avenue Securities
New York
$438K +$176K +4,433 +62%
GI
210
GAMCO Investors
Connecticut
$436K
SCA
211
Sander Capital Advisors
Washington
$432K
VNIM
212
Vaughan Nelson Investment Management
Texas
$427K +$1.78K +45 +0.4%
NIMI
213
Natixis Investment Managers International
France
$427K +$1.78K +45 +0.4%
MML Investors Services
214
MML Investors Services
Massachusetts
$395K +$64.6K +1,631 +19%
SFI
215
Susquehanna Fundamental Investments
Pennsylvania
$392K +$410K +10,357 New
Osaic Holdings
216
Osaic Holdings
Arizona
$387K -$96.6K -2,438 -19%
MC
217
Moors & Cabot
Massachusetts
$385K +$29.2K +737 +8%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$383K +$60K +1,513 +18%
ASN
219
Advisory Services Network
Georgia
$380K -$33.1K -836 -8%
M&T Bank
220
M&T Bank
New York
$367K -$8.52K -215 -2%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$366K
EH
222
Equitable Holdings
New York
$348K
VIM
223
Vista Investment Management
Pennsylvania
$344K -$1.98K -50 -0.5%
AIP
224
Ameritas Investment Partners
Nebraska
$343K
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$331K +$17.1K +431 +5%

AUB Hedge Fund Activity: Q4 2024 in Review

339 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2024, worth a combined $3.19B — up 25% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AUB positions and 27 closed out — a net gain of 36 holders — while 136 added to existing stakes and 78 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $82.6M. The largest seller was LSV Asset Management, cutting an estimated $11.1M.

  • 339 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2024, up from 305 in Q3 2024.
  • Funds reported $3.19B of Atlantic Union Bankshares stock for Q4 2024, up 25% quarter-over-quarter.
  • 63 funds opened new Atlantic Union Bankshares positions in Q4 2024 and 27 closed out, a net change of +36 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2024 was North Reef Capital Management, an estimated $82.6M added.
  • The largest Atlantic Union Bankshares seller in Q4 2024 was LSV Asset Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.