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Atlantic Union Bankshares

274 hedge funds and large institutions have $2.17B invested in Atlantic Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $296K | Put options by funds: $104K

77% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 70

4% more capital invested

Capital invested by funds: $2.08B → $2.17B (+$86.1M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 274274 (0)

5.05% less ownership

Funds ownership: 78.64%73.6% (-5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
274
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
124
Reduced
70
Closed
36
Calls
$296K
Puts
$104K
Net Calls
+$192K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$430M +$66.6M +2,043,880 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$359M +$55.6M +1,706,945 +19%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$187M +$22.5M +690,400 +14%
State Street
4
State Street
Massachusetts
$143M +$27.2M +832,995 +24%
WHG
5
Westwood Holdings Group
Texas
$87.3M +$997K +30,586 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$67.4M +$12.9M +396,771 +24%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.8M -$56.9K -1,747 -0.1%
Victory Capital Management
8
Victory Capital Management
Texas
$52.4M +$4.19M +128,447 +9%
Franklin Resources
9
Franklin Resources
California
$44.4M +$13.1M +401,133 +42%
GKIM
10
GW&K Investment Management
Massachusetts
$41.4M +$346K +10,622 +0.9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$38.8M +$12M +368,190 +45%
Northern Trust
12
Northern Trust
Illinois
$35M +$3.71M +113,698 +12%
LCOV
13
London Company of Virginia
Virginia
$29.9M +$4.15M +127,409 +16%
Charles Schwab
14
Charles Schwab
California
$29.4M +$6.32M +193,746 +28%
Goldman Sachs
15
Goldman Sachs
New York
$28.9M +$1.91M +58,449 +7%
LSV Asset Management
16
LSV Asset Management
Illinois
$23.2M -$5.59M -171,600 -20%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$22.5M -$41.4K -1,269 -0.2%
Ameriprise
18
Ameriprise
Minnesota
$20.8M +$11.3M +346,202 +121%
FWIA
19
Fort Washington Investment Advisors
Ohio
$20.1M +$1.75M +53,740 +10%
TCM
20
Tributary Capital Management
Nebraska
$19.8M +$44.7K +1,370 +0.2%
Morgan Stanley
21
Morgan Stanley
New York
$17.6M +$1.87M +57,265 +12%
AUB
22
Atlantic Union Bankshares
Virginia
$15.1M +$5.87M +179,951 +65%
Jennison Associates
23
Jennison Associates
New York
$14.6M +$4.08M +125,045 +39%
Principal Financial Group
24
Principal Financial Group
Iowa
$14.5M +$1.68M +51,677 +13%
Norges Bank
25
Norges Bank
Norway
$14.1M

AUB Hedge Fund Activity: Q2 2024 in Review

274 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2024, worth a combined $2.17B — up 4.1% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AUB positions and 36 closed out — a net gain of 1 holder — while 124 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $66.6M. The largest seller was Millennium Management, exiting entirely with an estimated $12M sold.

  • 274 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.17B of Atlantic Union Bankshares stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 37 funds opened new Atlantic Union Bankshares positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest Atlantic Union Bankshares buyer in Q2 2024 was BlackRock, an estimated $66.6M added.
  • The largest Atlantic Union Bankshares seller in Q2 2024 was Millennium Management, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.