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Atlantic Union Bankshares

198 hedge funds and large institutions have $1.95B invested in Atlantic Union Bankshares in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 57

17% more capital invested

Capital invested by funds: $1.67B → $1.95B (+$279M)

6.91% more ownership

Funds ownership: 69.31%76.22% (+6.9%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% less funds holding

Funds holding: 199198 (-1)

Holders
198
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
4.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
80
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$209M +$52.7M +1,337,728 +33%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$169M +$14.8M +375,560 +9%
BlackRock
3
BlackRock
New York
$168M +$28.9M +732,232 +20%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$163M +$7.27M +184,529 +5%
State Street
5
State Street
Massachusetts
$111M +$37M +938,183 +49%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$82.5M +$177K +4,490 +0.2%
VNIM
7
Vaughan Nelson Investment Management
Texas
$73.3M -$8.89M -225,675 -11%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.6M +$1.83M +46,409 +3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$46.9M +$5.13M +130,084 +12%
Northern Trust
10
Northern Trust
Illinois
$46.6M -$15.1M -384,186 -24%
Ameriprise
11
Ameriprise
Minnesota
$44.1M +$51K +1,295 +0.1%
LCOV
12
London Company of Virginia
Virginia
$36.4M +$36.9M +937,112 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$35.3M +$629K +15,972 +2%
Goldman Sachs
14
Goldman Sachs
New York
$30.5M +$2.72M +68,981 +10%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$30.3M +$358K +9,090 +1%
EA
16
Emerald Advisers
Pennsylvania
$25.4M +$1.08M +27,294 +4%
Norges Bank
17
Norges Bank
Norway
$25.1M -$5.44M -138,031 -18%
JP Morgan Chase
18
JP Morgan Chase
New York
$23.1M -$14.9M -377,153 -39%
Principal Financial Group
19
Principal Financial Group
Iowa
$23M +$1.94M +49,210 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$22.1M +$1.7M +43,063 +8%
BFC
21
Banc Funds Company
Illinois
$21.8M -$3.94M -100,000 -15%
ICOM
22
Investment Counselors of Maryland
Maryland
$21.7M -$30.1K -764 -0.1%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$19.6M -$587K -14,889 -3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$19.4M +$22.1K +561 +0.1%
KCM
25
Kennedy Capital Management
Missouri
$18.2M +$701K +17,788 +4%

AUB Hedge Fund Activity: Q2 2018 in Review

198 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2018, worth a combined $1.95B — up 17% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AUB positions and 17 closed out — a net gain of 1 holder — while 80 added to existing stakes and 57 trimmed.

The largest buyer was Vanguard Group, adding an estimated $52.7M. The largest seller was Northern Trust, cutting an estimated $15.1M.

  • 198 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2018, down from 199 in Q1 2018.
  • Funds reported $1.95B of Atlantic Union Bankshares stock for Q2 2018, up 17% quarter-over-quarter.
  • 18 funds opened new Atlantic Union Bankshares positions in Q2 2018 and 17 closed out, a net change of +1 holder.
  • The largest Atlantic Union Bankshares buyer in Q2 2018 was Vanguard Group, an estimated $52.7M added.
  • The largest Atlantic Union Bankshares seller in Q2 2018 was Northern Trust, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2018.