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Atlantic Union Bankshares

158 hedge funds and large institutions have $917M invested in Atlantic Union Bankshares in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

58.89% more ownership

Funds ownership: 0%58.89% (+59%)

37% more capital invested

Capital invested by funds: $670M → $917M (+$247M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 156158 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
53
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$122M +$2.82M +89,601 +3%
VNIM
2
Vaughan Nelson Investment Management
Texas
$84.3M +$5.88M +186,875 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71M +$5.2M +165,217 +9%
BIT
4
BlackRock Institutional Trust
California
$50.8M +$2.72M +86,586 +6%
Northern Trust
5
Northern Trust
Illinois
$48.5M +$367K +11,661 +0.9%
BFA
6
BlackRock Fund Advisors
California
$48.1M +$7.38M +234,478 +21%
JP Morgan Chase
7
JP Morgan Chase
New York
$40.2M +$1.16M +36,920 +3%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.6M -$12.8M -407,538 -28%
Ameriprise
9
Ameriprise
Minnesota
$37.5M +$3.84K +122 +0%
State Street
10
State Street
Massachusetts
$30.5M +$1.88M +59,629 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$25M -$8.18M -260,120 -27%
Renaissance Technologies
12
Renaissance Technologies
New York
$24.5M +$918K +29,200 +4%
BFC
13
Banc Funds Company
Illinois
$18.4M
Principal Financial Group
14
Principal Financial Group
Iowa
$12.5M +$2.63M +83,594 +31%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.4M +$489K +15,534 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.3M +$772K +24,551 +9%
BNP Paribas Asset Management
17
BNP Paribas Asset Management
France
$10.2M +$2.42M +76,915 +37%
Morgan Stanley
18
Morgan Stanley
New York
$9.22M +$3.16M +100,332 +64%
Millennium Management
19
Millennium Management
New York
$8.25M -$6.25M -198,575 -46%
NAM
20
Netols Asset Management
Wisconsin
$8.07M -$301K -9,565 -4%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$7.68M +$79.2K +2,517 +1%
TCIM
22
TIAA CREF Investment Management
New York
$7.6M -$404K -12,850 -6%
LSV Asset Management
23
LSV Asset Management
Illinois
$7.57M +$774K +24,599 +13%
AUB
24
Atlantic Union Bankshares
Virginia
$7.56M -$104K -3,318 -2%
AQR Capital Management
25
AQR Capital Management
Connecticut
$7M +$2.05M +65,303 +50%

AUB Hedge Fund Activity: Q4 2016 in Review

158 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2016, worth a combined $917M — up 37% from $670M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AUB positions and 15 closed out — a net gain of 3 holders — while 53 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $7.38M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $12.8M.

  • 158 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2016, up from 156 in Q3 2016.
  • Funds reported $917M of Atlantic Union Bankshares stock for Q4 2016, up 37% quarter-over-quarter.
  • 18 funds opened new Atlantic Union Bankshares positions in Q4 2016 and 15 closed out, a net change of +3 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $7.38M added.
  • The largest Atlantic Union Bankshares seller in Q4 2016 was Manulife (Manufacturers Life Insurance), an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2016.