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Atlantic Union Bankshares

143 hedge funds and large institutions have $943M invested in Atlantic Union Bankshares in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 38

34% more call options, than puts

Call options by funds: $231K | Put options by funds: $173K

4.37% more ownership

Funds ownership: 59.56%63.92% (+4.4%)

3% more capital invested

Capital invested by funds: $911M → $943M (+$31.8M)

6% less funds holding

Funds holding: 152143 (-9)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
64
Reduced
38
Closed
21
Calls
$231K
Puts
$173K
Net Calls
+$58K
Net Calls Change
-$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$124M +$5.01M +146,885 +4%
BlackRock
2
BlackRock
New York
$107M +$2.07M +60,728 +2%
VNIM
3
Vaughan Nelson Investment Management
Texas
$80.8M +$1.23M +36,050 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$70.7M +$324K +9,494 +0.5%
Northern Trust
5
Northern Trust
Illinois
$47M +$577K +16,918 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$38M +$27.9M +816,696 +268%
JP Morgan Chase
7
JP Morgan Chase
New York
$36.1M -$723K -21,193 -2%
Ameriprise
8
Ameriprise
Minnesota
$35.3M +$582K +17,076 +2%
State Street
9
State Street
Massachusetts
$30.7M +$1.95M +57,265 +7%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.4M -$1.46M -42,881 -5%
Renaissance Technologies
11
Renaissance Technologies
New York
$27.2M +$3.75M +110,040 +16%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$18.7M -$1.08M -31,673 -5%
BFC
13
Banc Funds Company
Illinois
$17M -$273K -8,000 -2%
Principal Financial Group
14
Principal Financial Group
Iowa
$16.8M +$2.89M +84,591 +21%
EAM
15
Eagle Asset Management
Florida
$15.8M +$15.9M +467,178 New
TA
16
Teachers Advisors
New York
$14.6M +$1.05M +30,678 +8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$12.9M +$602K +17,658 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$8.86M +$6.3M +184,796 +241%
Millennium Management
19
Millennium Management
New York
$8.85M +$1.78M +52,044 +25%
GC
20
Guggenheim Capital
Illinois
$7.55M +$2.59M +75,927 +52%
SFM
21
Systematic Financial Management
New Jersey
$7.07M +$575K +16,870 +9%
TCIM
22
TIAA CREF Investment Management
New York
$7.06M -$153K -4,474 -2%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$7.02M -$130K -3,821 -2%
Charles Schwab
24
Charles Schwab
California
$6.97M +$352K +10,318 +5%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$6.68M +$127K +3,717 +2%

AUB Hedge Fund Activity: Q2 2017 in Review

143 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2017, worth a combined $943M — up 3.5% from $911M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AUB and 13 opened new positions — a net loss of 8 holders — while 38 trimmed existing stakes and 64 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27.9M. The largest seller was Arrowstreet Capital, cutting an estimated $6.53M.

  • 143 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2017, down from 152 in Q1 2017.
  • Funds reported $943M of Atlantic Union Bankshares stock for Q2 2017, up 3.5% quarter-over-quarter.
  • 13 funds opened new Atlantic Union Bankshares positions in Q2 2017 and 21 closed out, a net change of -8 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2017 was Bank of New York Mellon, an estimated $27.9M added.
  • The largest Atlantic Union Bankshares seller in Q2 2017 was Arrowstreet Capital, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2017.