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Atlantic Union Bankshares

244 hedge funds and large institutions have $1.9B invested in Atlantic Union Bankshares in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more call options, than puts

Call options by funds: $280K | Put options by funds: $37K

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

3% more funds holding

Funds holding: 237244 (+7)

1.55% more ownership

Funds ownership: 67.88%69.44% (+1.6%)

3% less capital invested

Capital invested by funds: $1.95B → $1.9B (-$50.2M)

17% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 82

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
68
Reduced
82
Closed
24
Calls
$280K
Puts
$37K
Net Calls
+$243K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$281M -$1.2M -33,001 -0.4%
BlackRock
2
BlackRock
New York
$204M +$2.57M +70,685 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M -$1.98M -54,603 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$144M -$15.9M -437,921 -10%
State Street
5
State Street
Massachusetts
$88.6M -$10.9M -301,113 -11%
Goldman Sachs
6
Goldman Sachs
New York
$78.6M +$208K +5,710 +0.3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$77.1M -$15.9M -436,190 -17%
Franklin Resources
8
Franklin Resources
California
$62.8M -$1.45M -39,816 -2%
GKIM
9
GW&K Investment Management
Massachusetts
$56.9M +$1.88M +51,844 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$50.1M +$2.36M +64,913 +5%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$40.5M +$7.67M +211,005 +24%
Northern Trust
12
Northern Trust
Illinois
$36.1M -$524K -14,421 -1%
Ameriprise
13
Ameriprise
Minnesota
$28.4M +$880K +24,221 +3%
Norges Bank
14
Norges Bank
Norway
$26.1M -$757K -20,829 -3%
Charles Schwab
15
Charles Schwab
California
$24.4M +$492K +13,536 +2%
TCM
16
Tributary Capital Management
Nebraska
$20.8M -$877K -24,137 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$19.6M +$773K +21,263 +4%
LCOV
18
London Company of Virginia
Virginia
$19.4M -$1.33M -36,545 -7%
Millennium Management
19
Millennium Management
New York
$17.8M +$2.26M +62,138 +15%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$15.2M -$494K -13,602 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$13.6M +$1.99M +54,747 +18%
Victory Capital Management
22
Victory Capital Management
Texas
$12.8M +$11.8M +325,111 +1,706%
Jennison Associates
23
Jennison Associates
New York
$12.6M -$315K -8,674 -2%
PCM
24
Peregrine Capital Management
Minnesota
$11.9M -$2.14M -58,814 -16%
IMOV
25
Investment Management of Virginia
Virginia
$11.8M +$2.8M +77,141 +32%

AUB Hedge Fund Activity: Q4 2021 in Review

244 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2021, worth a combined $1.9B — down 2.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AUB positions and 24 closed out — a net gain of 10 holders — while 68 added to existing stakes and 82 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $11.8M. The largest seller was Fidelity Investments, cutting an estimated $22.9M.

  • 244 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $1.9B of Atlantic Union Bankshares stock for Q4 2021, down 2.6% quarter-over-quarter.
  • 34 funds opened new Atlantic Union Bankshares positions in Q4 2021 and 24 closed out, a net change of +10 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2021 was Victory Capital Management, an estimated $11.8M added.
  • The largest Atlantic Union Bankshares seller in Q4 2021 was Fidelity Investments, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2021.