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Atlantic Union Bankshares

233 hedge funds and large institutions have $2.14B invested in Atlantic Union Bankshares in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $648K

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $1.84B → $2.14B (+$299M)

10% more funds holding

Funds holding: 212233 (+21)

0.35% less ownership

Funds ownership: 71.04%70.69% (-0.35%)

20% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 84

Holders
233
Holders Change
+21
Holders Change %
+9.91%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
67
Reduced
84
Closed
13
Calls
$4.79M
Puts
$648K
Net Calls
+$4.14M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$301M +$25.5M +690,444 +10%
BlackRock
2
BlackRock
New York
$232M +$13.1M +356,203 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$227M -$20.7M -561,496 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$177M -$1.11M -30,056 -0.6%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$96.6M -$9.41M -255,001 -9%
State Street
6
State Street
Massachusetts
$88.2M +$13.4M +363,258 +19%
Franklin Resources
7
Franklin Resources
California
$70.1M +$11M +298,989 +20%
Goldman Sachs
8
Goldman Sachs
New York
$63.6M -$4.98M -135,104 -8%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.7M +$155K +4,193 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$50.6M +$4.22M +114,495 +10%
GKIM
11
GW&K Investment Management
Massachusetts
$40.7M +$2.37M +64,287 +6%
Ameriprise
12
Ameriprise
Minnesota
$39.1M -$698K -18,928 -2%
Northern Trust
13
Northern Trust
Illinois
$38.9M -$9.03M -244,638 -19%
ICOM
14
Investment Counselors of Maryland
Maryland
$31.6M +$1.03M +27,962 +4%
Norges Bank
15
Norges Bank
Norway
$25.4M -$4.15M -112,452 -15%
JP Morgan Chase
16
JP Morgan Chase
New York
$24.3M +$2.04M +55,237 +10%
Charles Schwab
17
Charles Schwab
California
$24.3M +$823K +22,321 +4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$24.2M +$3.18M +86,269 +16%
LCOV
19
London Company of Virginia
Virginia
$23M +$198K +5,374 +0.9%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$22.1M -$314K -8,503 -1%
TCM
21
Tributary Capital Management
Nebraska
$21.2M -$5.31M -143,921 -21%
Wells Fargo
22
Wells Fargo
California
$20.6M -$2.3M -62,286 -10%
PCM
23
Peregrine Capital Management
Minnesota
$19.3M +$1.64M +44,332 +10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.7M -$1.6M -43,255 -8%
Millennium Management
25
Millennium Management
New York
$17.4M -$9.91M -268,566 -37%

AUB Hedge Fund Activity: Q1 2021 in Review

233 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2021, worth a combined $2.14B — up 16% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 13 closed out — a net gain of 24 holders — while 67 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.5M. The largest seller was Wellington Management Group, cutting an estimated $20.7M.

  • 233 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2021, up from 212 in Q4 2020.
  • Funds reported $2.14B of Atlantic Union Bankshares stock for Q1 2021, up 16% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q1 2021 and 13 closed out, a net change of +24 holders.
  • The largest Atlantic Union Bankshares buyer in Q1 2021 was Vanguard Group, an estimated $25.5M added.
  • The largest Atlantic Union Bankshares seller in Q1 2021 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2021.