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Atlantic Union Bankshares

241 hedge funds and large institutions have $1.66B invested in Atlantic Union Bankshares in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

3% more funds holding

Funds holding: 234241 (+7)

2.44% more ownership

Funds ownership: 70.66%73.1% (+2.4%)

8% less capital invested

Capital invested by funds: $1.8B → $1.66B (-$142M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
101
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M +$13.8M +410,539 +5%
BlackRock
2
BlackRock
New York
$163M -$853K -25,300 -0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$153M +$4.79M +142,049 +3%
Franklin Resources
4
Franklin Resources
California
$93M +$26M +771,880 +34%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$74.7M -$44.2M -1,312,369 -35%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$71.2M +$31.4M +931,047 +66%
State Street
7
State Street
Massachusetts
$69.4M +$934K +27,703 +1%
WHG
8
Westwood Holdings Group
Texas
$65.8M +$16.4M +486,708 +29%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.6M -$105K -3,129 -0.2%
GKIM
10
GW&K Investment Management
Massachusetts
$46.5M +$3.41M +101,245 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$42M +$575K +17,052 +1%
Goldman Sachs
12
Goldman Sachs
New York
$36.6M -$6.6M -195,921 -14%
Victory Capital Management
13
Victory Capital Management
Texas
$35.5M +$336K +9,981 +0.9%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$31.5M -$655K -19,424 -2%
Northern Trust
15
Northern Trust
Illinois
$27.2M -$214K -6,343 -0.7%
Ameriprise
16
Ameriprise
Minnesota
$24.7M +$400K +11,858 +1%
Charles Schwab
17
Charles Schwab
California
$21.8M +$842K +24,988 +4%
Norges Bank
18
Norges Bank
Norway
$19.7M -$1.79M -53,000 -8%
TCM
19
Tributary Capital Management
Nebraska
$18.7M +$1.56M +46,379 +8%
JP Morgan Chase
20
JP Morgan Chase
New York
$16.5M -$173K -5,133 -0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.9M +$766K +22,738 +5%
LCOV
22
London Company of Virginia
Virginia
$14.2M -$3.57K -106 -0%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$11.3M -$58.4K -1,734 -0.5%
Jennison Associates
24
Jennison Associates
New York
$10.9M -$38.3K -1,138 -0.3%
PCM
25
Peregrine Capital Management
Minnesota
$9.21M -$27.2K -806 -0.3%

AUB Hedge Fund Activity: Q3 2022 in Review

241 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2022, worth a combined $1.66B — down 7.9% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AUB positions and 15 closed out — a net gain of 11 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $31.4M. The largest seller was Wellington Management Group, cutting an estimated $44.2M.

  • 241 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2022, up from 234 in Q2 2022.
  • Funds reported $1.66B of Atlantic Union Bankshares stock for Q3 2022, down 7.9% quarter-over-quarter.
  • 26 funds opened new Atlantic Union Bankshares positions in Q3 2022 and 15 closed out, a net change of +11 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2022 was Janus Henderson Group, an estimated $31.4M added.
  • The largest Atlantic Union Bankshares seller in Q3 2022 was Wellington Management Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q3 2022.