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Atlantic Union Bankshares

213 hedge funds and large institutions have $1.86B invested in Atlantic Union Bankshares in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

30% more capital invested

Capital invested by funds: $1.43B → $1.86B (+$429M)

8% more funds holding

Funds holding: 197213 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.01% less ownership

Funds ownership: 77.03%70.02% (-7%)

Holders
213
Holders Change
+16
Holders Change %
+8.12%
% of All Funds
4.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
107
Reduced
46
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$222M +$41.3M +1,239,804 +22%
BlackRock
2
BlackRock
New York
$174M +$26.6M +797,560 +17%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$153M +$14.5M +435,471 +10%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$145M +$8.03M +240,739 +6%
State Street
5
State Street
Massachusetts
$76.3M +$4.74M +142,038 +6%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$64.4M +$32.3M +969,949 +95%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62M +$21.6M +646,422 +51%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$57.6M +$63.1K +1,891 +0.1%
VNIM
9
Vaughan Nelson Investment Management
Texas
$52M -$4.85M -145,475 -8%
Northern Trust
10
Northern Trust
Illinois
$44.5M +$5.53M +165,901 +14%
Goldman Sachs
11
Goldman Sachs
New York
$41.1M +$3.09M +92,665 +8%
Ameriprise
12
Ameriprise
Minnesota
$39.4M +$1.29M +38,559 +3%
Jennison Associates
13
Jennison Associates
New York
$30.7M -$555K -16,630 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.7M +$6.31M +189,365 +27%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$27.3M -$17.4M -520,429 -38%
Norges Bank
16
Norges Bank
Norway
$25.8M +$3M +89,884 +13%
TCM
17
Tributary Capital Management
Nebraska
$24.6M +$6.95M +208,451 +38%
LCOV
18
London Company of Virginia
Virginia
$24.4M +$827K +24,803 +3%
Franklin Resources
19
Franklin Resources
California
$20.9M +$21.6M +647,554 New
Renaissance Technologies
20
Renaissance Technologies
New York
$20.9M +$3.55M +106,429 +20%
FCM
21
FJ Capital Management
Virginia
$20.9M +$9.83M +294,909 +84%
ICOM
22
Investment Counselors of Maryland
Maryland
$19.1M +$783K +23,468 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$17.1M +$5.08M +152,377 +40%
SBH
24
Segall Bryant & Hamill
Illinois
$16.9M +$552K +16,556 +3%
Charles Schwab
25
Charles Schwab
California
$16M +$2.94M +88,301 +22%

AUB Hedge Fund Activity: Q1 2019 in Review

213 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2019, worth a combined $1.86B — up 30% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AUB positions and 23 closed out — a net gain of 18 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $41.3M. The largest seller was Fidelity Investments, cutting an estimated $17.4M.

  • 213 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2019, up from 197 in Q4 2018.
  • Funds reported $1.86B of Atlantic Union Bankshares stock for Q1 2019, up 30% quarter-over-quarter.
  • 41 funds opened new Atlantic Union Bankshares positions in Q1 2019 and 23 closed out, a net change of +18 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2019 was Vanguard Group, an estimated $41.3M added.
  • The largest Atlantic Union Bankshares seller in Q1 2019 was Fidelity Investments, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2019.