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Atlantic Union Bankshares

214 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $1.96B → $2.18B (+$217M)

3.41% more ownership

Funds ownership: 67.74%71.15% (+3.4%)

2% more funds holding

Funds holding: 210214 (+4)

6% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 72

Holders
214
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
68
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$268M +$11.2M +305,518 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$223M +$51.5M +1,408,409 +31%
BlackRock
3
BlackRock
New York
$218M +$8.99M +245,846 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$175M -$3.34M -91,341 -2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$78.7M +$1.28M +35,148 +2%
Goldman Sachs
6
Goldman Sachs
New York
$76.6M -$314K -8,598 -0.4%
State Street
7
State Street
Massachusetts
$75.7M +$74.3M +2,032,235 New
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.5M -$6.99M -191,115 -11%
Northern Trust
9
Northern Trust
Illinois
$54.5M +$3.01M +82,301 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$53.9M -$6.05M -165,483 -10%
VNIM
11
Vaughan Nelson Investment Management
Texas
$52.6M -$4.02M -110,110 -7%
Ameriprise
12
Ameriprise
Minnesota
$45.6M +$1.4M +38,428 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$39.8M +$3.48M +95,206 +10%
Norges Bank
14
Norges Bank
Norway
$33.1M
Jennison Associates
15
Jennison Associates
New York
$32.5M -$1.57M -43,088 -5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$30.7M -$672K -18,392 -2%
GKIM
17
GW&K Investment Management
Massachusetts
$29.8M +$4.45M +121,704 +18%
TCM
18
Tributary Capital Management
Nebraska
$27.3M -$971K -26,573 -3%
LCOV
19
London Company of Virginia
Virginia
$26.7M -$509K -13,919 -2%
Franklin Resources
20
Franklin Resources
California
$24.1M
ICOM
21
Investment Counselors of Maryland
Maryland
$22.1M -$55.6K -1,520 -0.3%
Charles Schwab
22
Charles Schwab
California
$21.5M +$2.28M +62,340 +12%
Renaissance Technologies
23
Renaissance Technologies
New York
$18.1M -$3.14M -85,800 -15%
SBH
24
Segall Bryant & Hamill
Illinois
$18M -$1.51M -41,187 -8%
FCM
25
FJ Capital Management
Virginia
$17.5M -$7.35M -201,000 -30%

AUB Hedge Fund Activity: Q3 2019 in Review

214 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2019, worth a combined $2.18B — up 11% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AUB positions and 19 closed out — a net gain of 4 holders — while 68 added to existing stakes and 72 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $74.3M. The largest seller was FJ Capital Management, cutting an estimated $7.35M.

  • 214 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2019, up from 210 in Q2 2019.
  • Funds reported $2.18B of Atlantic Union Bankshares stock for Q3 2019, up 11% quarter-over-quarter.
  • 23 funds opened new Atlantic Union Bankshares positions in Q3 2019 and 19 closed out, a net change of +4 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2019 was State Street, an estimated $74.3M added.
  • The largest Atlantic Union Bankshares seller in Q3 2019 was FJ Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2019.