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Atlantic Union Bankshares

339 hedge funds and large institutions have $3.19B invested in Atlantic Union Bankshares in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,174% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $27K

133% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 78

25% more capital invested

Capital invested by funds: $2.56B → $3.19B (+$636M)

18.33% more ownership

Funds ownership: 75.53%93.86% (+18%)

11% more funds holding

Funds holding: 305339 (+34)

Holders
339
Holders Change
+34
Holders Change %
+11.15%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
136
Reduced
78
Closed
27
Calls
$1.42M
Puts
$27K
Net Calls
+$1.4M
Net Calls Change
+$866K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$499M +$2.88M +72,631 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$415M +$1.09M +27,604 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$215M +$1.23M +31,082 +0.6%
State Street
4
State Street
Massachusetts
$195M +$25.5M +643,022 +14%
Ameriprise
5
Ameriprise
Minnesota
$98M +$39.3M +990,583 +62%
WHG
6
Westwood Holdings Group
Texas
$92.5M -$4.7M -118,487 -5%
Morgan Stanley
7
Morgan Stanley
New York
$92.3M +$67.5M +1,702,751 +232%
NRCM
8
North Reef Capital Management
California
$78.9M +$82.6M +2,083,999 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$77.9M -$410K -10,350 -0.5%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.3M +$4.09M +103,275 +6%
Franklin Resources
11
Franklin Resources
California
$63.2M +$1.81M +45,669 +3%
Victory Capital Management
12
Victory Capital Management
Texas
$59.9M +$70.9K +1,790 +0.1%
Goldman Sachs
13
Goldman Sachs
New York
$59.5M +$13.5M +340,015 +28%
GKIM
14
GW&K Investment Management
Massachusetts
$58.9M +$12.3M +309,519 +25%
Northern Trust
15
Northern Trust
Illinois
$44M +$3.86M +97,323 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$40.8M +$113K +2,861 +0.3%
American Century Companies
17
American Century Companies
Missouri
$40M +$40.6M +1,024,025 +3,195%
Charles Schwab
18
Charles Schwab
California
$39.9M +$3.2M +80,633 +8%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$38.1M +$30M +757,014 +275%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$36.3M +$7.36M +185,662 +24%
LCOV
21
London Company of Virginia
Virginia
$35M -$119K -2,991 -0.3%
TCM
22
Tributary Capital Management
Nebraska
$26.7M +$4.22M +106,543 +18%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$25.5M +$26.7M +673,451 New
SEI Investments
24
SEI Investments
Pennsylvania
$23.4M +$9.49M +239,325 +63%
Jennison Associates
25
Jennison Associates
New York
$23.1M +$2.93M +73,880 +14%

AUB Hedge Fund Activity: Q4 2024 in Review

339 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q4 2024, worth a combined $3.19B — up 25% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AUB positions and 27 closed out — a net gain of 36 holders — while 136 added to existing stakes and 78 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $82.6M. The largest seller was LSV Asset Management, cutting an estimated $11.1M.

  • 339 institutional investors held Atlantic Union Bankshares (AUB) as of Q4 2024, up from 305 in Q3 2024.
  • Funds reported $3.19B of Atlantic Union Bankshares stock for Q4 2024, up 25% quarter-over-quarter.
  • 63 funds opened new Atlantic Union Bankshares positions in Q4 2024 and 27 closed out, a net change of +36 holders.
  • The largest Atlantic Union Bankshares buyer in Q4 2024 was North Reef Capital Management, an estimated $82.6M added.
  • The largest Atlantic Union Bankshares seller in Q4 2024 was LSV Asset Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.