Atlantic Union Bankshares
274 hedge funds and large institutions have $2.08B invested in Atlantic Union Bankshares in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 18 closing their positions.
386% more call options, than puts
Call options by funds: $272K | Put options by funds: $56K
111% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 18
8% more funds holding
Funds holding: 254 → 274 (+20)
0.7% less ownership
Funds ownership: 79.34% → 78.64% (-0.7%)
4% less capital invested
Capital invested by funds: $2.18B → $2.08B (-$90.8M)
22% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$14.4M |
| 2 |
BlackRock
New York
|
+$11.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.46M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.46M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.2M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$9.98M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$9.68M |
| 4 |
Millennium Management
New York
|
-$9.56M |
| 5 |
State Street
Boston,
Massachusetts
|
-$7.08M |
AUB Hedge Fund Activity: Q1 2024 in Review
274 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q1 2024, worth a combined $2.08B — down 4.2% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AUB positions and 18 closed out — a net gain of 20 holders — while 78 added to existing stakes and 100 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $18.2M.
- 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q1 2024, up from 254 in Q4 2023.
- Funds reported $2.08B of Atlantic Union Bankshares stock for Q1 2024, down 4.2% quarter-over-quarter.
- 38 funds opened new Atlantic Union Bankshares positions in Q1 2024 and 18 closed out, a net change of +20 holders.
- The largest Atlantic Union Bankshares buyer in Q1 2024 was Westwood Holdings Group, an estimated $14.4M added.
- The largest Atlantic Union Bankshares seller in Q1 2024 was Morgan Stanley, an estimated $18.2M sold.
Based on aggregated 13F filings for Q1 2024.