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Atlantic Union Bankshares

121 hedge funds and large institutions have $662M invested in Atlantic Union Bankshares in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $629M → $662M (+$32.6M)

3% more funds holding

Funds holding: 117121 (+4)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
42
Reduced
43
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$61.7M +$805K +31,780 +1%
VNIM
2
Vaughan Nelson Investment Management
Texas
$53.3M +$1.98M +78,075 +4%
Ameriprise
3
Ameriprise
Minnesota
$42.1M -$377K -14,874 -0.9%
HA
4
Heartland Advisors
Wisconsin
$41.8M
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.6M +$952K +37,563 +3%
BIT
6
BlackRock Institutional Trust
California
$34.5M +$258K +10,193 +0.8%
KAM
7
Keeley Asset Management
Illinois
$32.5M -$1.24M -49,100 -4%
Northern Trust
8
Northern Trust
Illinois
$30.9M -$353K -13,931 -1%
FHC
9
Forest Hill Capital
Arkansas
$28.8M +$11.7K +462 +0%
BFA
10
BlackRock Fund Advisors
California
$27.4M -$2.76M -108,883 -9%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.5M +$2.74M +108,209 +12%
JP Morgan Chase
12
JP Morgan Chase
New York
$23.7M -$1.51M -59,654 -6%
CRM
13
Cramer Rosenthal McGlynn
Connecticut
$20.2M -$138K -5,425 -0.7%
State Street
14
State Street
Massachusetts
$18.9M -$1.07M -42,101 -5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$16.4M +$7.81M +307,982 +92%
BFC
16
Banc Funds Company
Illinois
$15.3M -$944K -37,233 -6%
SFM
17
Systematic Financial Management
New Jersey
$12.9M -$692K -27,304 -5%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$9.92M +$5.58K +220 +0.1%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$9.04M +$2.08M +82,094 +30%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.36M +$56K +2,211 +0.7%
Renaissance Technologies
21
Renaissance Technologies
New York
$7.4M +$1.39M +55,000 +24%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.09M +$422K +16,642 +6%
GT
23
Glenmede Trust
Pennsylvania
$6.69M -$2.03M -80,065 -23%
AUB
24
Atlantic Union Bankshares
Virginia
$6.42M +$5.67M +223,825 +847%
TCIM
25
TIAA CREF Investment Management
New York
$5.4M +$450K +17,749 +9%

AUB Hedge Fund Activity: Q2 2014 in Review

121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2014, worth a combined $662M — up 5.2% from $629M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AUB positions and 8 closed out — a net gain of 4 holders — while 42 added to existing stakes and 43 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $7.81M. The largest seller was BNP Paribas Asset Management, exiting entirely with an estimated $7.42M sold.

  • 121 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2014, up from 117 in Q1 2014.
  • Funds reported $662M of Atlantic Union Bankshares stock for Q2 2014, up 5.2% quarter-over-quarter.
  • 12 funds opened new Atlantic Union Bankshares positions in Q2 2014 and 8 closed out, a net change of +4 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2014 was Wellington Management Group, an estimated $7.81M added.
  • The largest Atlantic Union Bankshares seller in Q2 2014 was BNP Paribas Asset Management, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2014.