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Atlantic Union Bankshares

138 hedge funds and large institutions have $1.02B invested in Atlantic Union Bankshares in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

8% more capital invested

Capital invested by funds: $943M → $1.02B (+$75.9M)

2.1% more ownership

Funds ownership: 63.92%66.02% (+2.1%)

3% less funds holding

Funds holding: 143138 (-5)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
47
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$130M +$355K +11,030 +0.3%
BlackRock
2
BlackRock
New York
$120M +$7.17M +222,691 +7%
VNIM
3
Vaughan Nelson Investment Management
Texas
$77.6M -$5.99M -185,875 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$71.3M -$2.11M -65,504 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$63.3M +$21.6M +671,092 +60%
Northern Trust
6
Northern Trust
Illinois
$48.7M -$205K -6,375 -0.5%
Ameriprise
7
Ameriprise
Minnesota
$35.5M -$1.12M -34,807 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$33.4M -$3.34M -103,799 -10%
State Street
9
State Street
Massachusetts
$31.3M -$611K -18,962 -2%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.9M -$1.56M -48,341 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$23M -$4.86M -150,900 -19%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$21.3M +$19.4M +602,244 New
Norges Bank
13
Norges Bank
Norway
$20.4M +$13.6M +422,000 +273%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$19.3M -$200K -6,200 -1%
Principal Financial Group
15
Principal Financial Group
Iowa
$18.8M +$1.15M +35,711 +7%
EAM
16
Eagle Asset Management
Florida
$16.8M +$259K +8,056 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$14M +$580K +18,018 +5%
BFC
18
Banc Funds Company
Illinois
$13.6M -$3.74M -116,103 -23%
KCM
19
Kennedy Capital Management
Missouri
$13M +$11.9M +368,858 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$11.3M +$8.56M +265,836 +502%
GC
21
Guggenheim Capital
Illinois
$8.43M +$522K +16,200 +7%
SFM
22
Systematic Financial Management
New Jersey
$7.69M +$297K +9,234 +4%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$7.66M +$643K +19,976 +10%
Charles Schwab
24
Charles Schwab
California
$7.62M +$326K +10,119 +5%
TCIM
25
TIAA CREF Investment Management
New York
$7.45M +$89.9K +2,790 +1%

AUB Hedge Fund Activity: Q3 2017 in Review

138 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2017, worth a combined $1.02B — up 8.1% from $943M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AUB and 17 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 47 added.

The largest buyer was Bank of New York Mellon, adding an estimated $21.6M. The largest seller was Teachers Advisors, cutting an estimated $11.2M.

  • 138 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2017, down from 143 in Q2 2017.
  • Funds reported $1.02B of Atlantic Union Bankshares stock for Q3 2017, up 8.1% quarter-over-quarter.
  • 17 funds opened new Atlantic Union Bankshares positions in Q3 2017 and 21 closed out, a net change of -4 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2017 was Bank of New York Mellon, an estimated $21.6M added.
  • The largest Atlantic Union Bankshares seller in Q3 2017 was Teachers Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2017.