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Atlantic Union Bankshares

305 hedge funds and large institutions have $2.56B invested in Atlantic Union Bankshares in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

672% more call options, than puts

Call options by funds: $610K | Put options by funds: $79K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $2.17B → $2.56B (+$385M)

11% more funds holding

Funds holding: 274305 (+31)

1.93% more ownership

Funds ownership: 73.6%75.53% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

Holders
305
Holders Change
+31
Holders Change %
+11.31%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
103
Reduced
94
Closed
17
Calls
$610K
Puts
$79K
Net Calls
+$531K
Net Calls Change
+$339K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$493M +$828K +21,990 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$412M +$143K +3,803 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$213M -$1.18M -31,269 -0.6%
State Street
4
State Street
Massachusetts
$169M +$4.9M +130,104 +3%
WHG
5
Westwood Holdings Group
Texas
$96.5M -$3.65M -96,977 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$77.8M +$558K +14,823 +0.7%
Franklin Resources
7
Franklin Resources
California
$62.6M +$10.2M +270,470 +20%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61M -$609K -16,193 -1%
Ameriprise
9
Ameriprise
Minnesota
$60.2M +$36.3M +965,412 +153%
Victory Capital Management
10
Victory Capital Management
Texas
$59.5M -$639K -16,991 -1%
GKIM
11
GW&K Investment Management
Massachusetts
$46.9M -$580K -15,413 -1%
Goldman Sachs
12
Goldman Sachs
New York
$46.4M +$13.3M +353,055 +40%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$40.5M -$3.99M -106,107 -9%
Northern Trust
14
Northern Trust
Illinois
$40.1M -$43.2K -1,148 -0.1%
Charles Schwab
15
Charles Schwab
California
$36.7M +$2.92M +77,642 +9%
LCOV
16
London Company of Virginia
Virginia
$34.9M +$549K +14,591 +2%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$29.1M +$3.35M +88,986 +13%
Morgan Stanley
18
Morgan Stanley
New York
$27.6M +$7.47M +198,399 +37%
TCM
19
Tributary Capital Management
Nebraska
$22.6M -$85.9K -2,284 -0.4%
Jennison Associates
20
Jennison Associates
New York
$20.2M +$3.52M +93,664 +21%
AUB
21
Atlantic Union Bankshares
Virginia
$18.6M +$1.36M +36,232 +8%
SFM
22
Systematic Financial Management
New Jersey
$17.4M +$4.39M +116,747 +34%
FWIA
23
Fort Washington Investment Advisors
Ohio
$16.6M -$6.49M -172,580 -28%
Principal Financial Group
24
Principal Financial Group
Iowa
$15.9M -$734K -19,503 -4%
SEI Investments
25
SEI Investments
Pennsylvania
$14.2M +$4.36M +115,837 +44%

AUB Hedge Fund Activity: Q3 2024 in Review

305 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q3 2024, worth a combined $2.56B — up 18% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AUB positions and 17 closed out — a net gain of 31 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.3M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.

  • 305 institutional investors held Atlantic Union Bankshares (AUB) as of Q3 2024, up from 274 in Q2 2024.
  • Funds reported $2.56B of Atlantic Union Bankshares stock for Q3 2024, up 18% quarter-over-quarter.
  • 48 funds opened new Atlantic Union Bankshares positions in Q3 2024 and 17 closed out, a net change of +31 holders.
  • The largest Atlantic Union Bankshares buyer in Q3 2024 was Ameriprise, an estimated $36.3M added.
  • The largest Atlantic Union Bankshares seller in Q3 2024 was LSV Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.