Atlantic Union Bankshares
250 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 75 reducing their positions, and 36 closing their positions.
135% more call options, than puts
Call options by funds: $256K | Put options by funds: $109K
31% more capital invested
Capital invested by funds: $1.67B → $2.18B (+$511M)
28% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 75
19.65% more ownership
Funds ownership: 63.73% → 83.38% (+20%)
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
2% less funds holding
Funds holding: 255 → 250 (-5)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$204M |
| 2 |
State Street
Boston,
Massachusetts
|
+$47.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.5M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$37.2M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$67M |
| 2 |
Janus Henderson Group
London,
|
-$28.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.34M |
| 4 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$8.55M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$6.21M |
AUB Hedge Fund Activity: Q1 2023 in Review
250 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2023, worth a combined $2.18B — up 31% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of AUB and 34 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 96 added.
The largest buyer was BlackRock, adding an estimated $204M. The largest seller was Franklin Resources, cutting an estimated $67M.
- 250 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2023, down from 255 in Q4 2022.
- Funds reported $2.18B of Atlantic Union Bankshares stock for Q1 2023, up 31% quarter-over-quarter.
- 34 funds opened new Atlantic Union Bankshares positions in Q1 2023 and 36 closed out, a net change of -2 holders.
- The largest Atlantic Union Bankshares buyer in Q1 2023 was BlackRock, an estimated $204M added.
- The largest Atlantic Union Bankshares seller in Q1 2023 was Franklin Resources, an estimated $67M sold.
Based on aggregated 13F filings for Q1 2023.