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Atlantic Union Bankshares

117 hedge funds and large institutions have $629M invested in Atlantic Union Bankshares in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 23

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

50% more capital invested

Capital invested by funds: $419M → $629M (+$210M)

10% more funds holding

Funds holding: 106117 (+11)

Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
60
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$60.4M +$34.3M +1,381,370 +139%
VNIM
2
Vaughan Nelson Investment Management
Texas
$50.8M +$16M +644,600 +48%
Ameriprise
3
Ameriprise
Minnesota
$42.1M +$1.48M +59,475 +4%
HA
4
Heartland Advisors
Wisconsin
$41.5M -$1.08M -43,715 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.3M +$16.4M +661,939 +96%
BIT
6
BlackRock Institutional Trust
California
$33.9M +$16.8M +676,588 +103%
KAM
7
Keeley Asset Management
Illinois
$33.5M +$786K +31,700 +2%
Northern Trust
8
Northern Trust
Illinois
$31M +$9.14M +368,352 +43%
BFA
9
BlackRock Fund Advisors
California
$29.9M +$15.2M +613,028 +109%
FHC
10
Forest Hill Capital
Arkansas
$28.5M +$27.8M +1,122,173 New
JP Morgan Chase
11
JP Morgan Chase
New York
$25M +$3.95M +159,391 +19%
CRM
12
Cramer Rosenthal McGlynn
Connecticut
$20.2M -$791K -31,900 -4%
State Street
13
State Street
Massachusetts
$19.8M +$10.5M +425,054 +120%
BFC
14
Banc Funds Company
Illinois
$16.1M +$2.88M +116,006 +22%
SFM
15
Systematic Financial Management
New Jersey
$13.5M -$220K -8,858 -2%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$9.83M +$3.25M +131,006 +51%
GT
17
Glenmede Trust
Pennsylvania
$8.67M +$1.42M +57,291 +20%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$8.47M +$2.24M +90,246 +37%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.23M +$3.85M +155,115 +92%
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$7.42M +$3.56M +143,496 +97%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$6.87M +$949K +38,242 +16%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$6.61M +$3.96M +159,778 +160%
LSV Asset Management
23
LSV Asset Management
Illinois
$6.22M -$1.82M -73,418 -23%
Renaissance Technologies
24
Renaissance Technologies
New York
$5.93M +$1.98M +79,805 +52%
TCIM
25
TIAA CREF Investment Management
New York
$4.9M +$2.42M +97,741 +103%

AUB Hedge Fund Activity: Q1 2014 in Review

117 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2014, worth a combined $629M — up 50% from $419M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AUB positions and 12 closed out — a net gain of 12 holders — while 60 added to existing stakes and 23 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $34.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $2.4M.

  • 117 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2014, up from 106 in Q4 2013.
  • Funds reported $629M of Atlantic Union Bankshares stock for Q1 2014, up 50% quarter-over-quarter.
  • 24 funds opened new Atlantic Union Bankshares positions in Q1 2014 and 12 closed out, a net change of +12 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2014 was Dimensional Fund Advisors, an estimated $34.3M added.
  • The largest Atlantic Union Bankshares seller in Q1 2014 was Lord, Abbett & Co, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2014.