We are live on ! Find out more
AUB icon

Atlantic Union Bankshares
AUB

167 hedge funds and large institutions have $1.12B invested in Atlantic Union Bankshares in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

21% more funds holding

Funds holding: 138 → 167 (+29)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $1.02B → $1.12B (+$106M)

5% more ownership

Funds ownership: 66.02% → 71.02% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
167
Holders Change
+29
Holders Change %
+21.01%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
50
Closed
9
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
+$239K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.2M
3
ICOM
Investment Counselors of Maryland
Maryland
+$17M
4
TCM
Tributary Capital Management
Nebraska
+$15M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.75M

Top Sellers

1
BlackRock
BlackRock
New York
-$16.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.49M
3
EAM
Eagle Asset Management
Florida
-$3.17M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.68M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$133M +$92.1K +2,582 +0.1%
BlackRock
2
BlackRock
New York
$106M -$16.4M -458,828 -14%
VNIM
3
Vaughan Nelson Investment Management
Texas
$77.4M -$2.09M -58,500 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$73.7M +$8.75M +245,262 +14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$71.1M -$2.02M -56,653 -3%
Northern Trust
6
Northern Trust
Illinois
$49.6M -$358K -10,040 -0.7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$38.5M +$31.7M +889,072 +508%
Ameriprise
8
Ameriprise
Minnesota
$37.1M +$645K +18,094 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$33.7M -$1.05M -29,385 -3%
State Street
10
State Street
Massachusetts
$33.6M +$1.53M +43,003 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$32M +$20.2M +566,659 +178%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9M +$275K +7,714 +0.9%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$26.6M +$4.79M +134,396 +22%
Norges Bank
14
Norges Bank
Norway
$20.6M -$214K -5,992 -1%
ICOM
15
Investment Counselors of Maryland
Maryland
$20.2M +$17M +475,502 +578%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$19.3M -$446K -12,510 -2%
Principal Financial Group
17
Principal Financial Group
Iowa
$18.2M -$1.07M -29,971 -6%
Renaissance Technologies
18
Renaissance Technologies
New York
$18M -$5.49M -153,840 -24%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$18M +$3.53M +98,920 +25%
KCM
20
Kennedy Capital Management
Missouri
$16.5M +$3.08M +86,497 +23%
TCM
21
Tributary Capital Management
Nebraska
$15.2M +$15M +419,880 New
EAM
22
Eagle Asset Management
Florida
$14M -$3.17M -88,871 -19%
BFC
23
Banc Funds Company
Illinois
$12.8M -$1.18M -33,047 -9%
Charles Schwab
24
Charles Schwab
California
$9.1M +$1.28M +35,825 +17%
GC
25
Guggenheim Capital
Illinois
$8.99M +$349K +9,781 +4%
1
2 3 4 5

AUB Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2017, worth a combined $1.12B — up 10% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AUB positions and 9 closed out — a net gain of 29 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was BlackRock, cutting an estimated $16.4M.

  • 167 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $1.12B of Atlantic Union Bankshares stock for Q4 2017, up 10% quarter-over-quarter.
  • 38 funds opened new Atlantic Union Bankshares positions in Q4 2017 and 9 closed out, a net change of +29 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2017 was Wellington Management Group, an estimated $31.7M added.
  • The largest Atlantic Union Bankshares seller in Q4 2017 was BlackRock, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2017.