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Atlantic Union Bankshares

201 hedge funds and large institutions have $1.27B invested in Atlantic Union Bankshares in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$82.2M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

0.99% more ownership

Funds ownership: 68.83%69.82% (+0.99%)

0% more funds holding

Funds holding: 201201 (0)

70% less call options, than puts

Call options by funds: $264K | Put options by funds: $894K

Holders
201
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
68
Reduced
64
Closed
27
Calls
$264K
Puts
$894K
Net Calls
-$630K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$172M -$1.77M -78,530 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$147M +$23M +1,023,147 +19%
BlackRock
3
BlackRock
New York
$131M -$5.22M -231,826 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$108M +$1.03M +45,737 +1%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$65.4M +$4.09M +181,757 +7%
State Street
6
State Street
Massachusetts
$51M +$2.59M +115,095 +6%
Goldman Sachs
7
Goldman Sachs
New York
$45.8M +$602K +26,740 +1%
Northern Trust
8
Northern Trust
Illinois
$31.1M -$685K -30,424 -2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.8M -$1.78M -79,028 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27M -$354K -15,720 -1%
Franklin Resources
11
Franklin Resources
California
$26.9M +$7.56M +335,952 +40%
Ameriprise
12
Ameriprise
Minnesota
$25.3M -$2.77M -123,142 -10%
Norges Bank
13
Norges Bank
Norway
$23.2M +$2.55M +113,357 +13%
GKIM
14
GW&K Investment Management
Massachusetts
$18.6M +$159K +7,075 +0.9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$17.9M -$226K -10,046 -1%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$17.2M +$4.97M +220,867 +42%
TCM
17
Tributary Capital Management
Nebraska
$17.2M +$1.22M +54,344 +8%
LCOV
18
London Company of Virginia
Virginia
$15.1M -$89.2K -3,964 -0.6%
Charles Schwab
19
Charles Schwab
California
$14.1M +$244K +10,860 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.4M -$9.28M -412,158 -42%
Wells Fargo
21
Wells Fargo
California
$13.4M +$5.26M +233,839 +68%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$11.9M +$10.7M +473,553 +1,197%
N
23
Nuveen
North Carolina
$10.6M -$63.6K -2,828 -0.6%
JP Morgan Chase
24
JP Morgan Chase
New York
$10.1M -$1.83M -81,108 -16%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$9.77M +$9.5M +422,011 New

AUB Hedge Fund Activity: Q2 2020 in Review

201 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2020, worth a combined $1.27B — up 6.9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AUB positions and 27 closed out — a net gain of 2 holders — while 68 added to existing stakes and 64 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $23M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $29.2M.

  • 201 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.27B of Atlantic Union Bankshares stock for Q2 2020, up 6.9% quarter-over-quarter.
  • 29 funds opened new Atlantic Union Bankshares positions in Q2 2020 and 27 closed out, a net change of +2 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2020 was Wellington Management Group, an estimated $23M added.
  • The largest Atlantic Union Bankshares seller in Q2 2020 was Vaughan Nelson Investment Management, an estimated $29.2M sold.

Based on aggregated 13F filings for Q2 2020.