Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ATLANTIC UN BANKSHARES CORP (AUB)

380 + Investors. Track Smart Money conviction in AUB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
10Q ▲
Buyers last Q
46%

Smart Money Signals — AUB

Based on 378 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added AUB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
378 hedge funds hold AUB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

159 buying190 selling
Last quarter: 190 funds reduced or exited vs 159 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new AUB position: 63 → 90 → 45 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
211 out of 378 hedge funds have held AUB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

58 → 63 → 90 → 45 → 52 new funds/Q
New funds entering each quarter: 63 → 90 → 45 → 52. AUB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 12% 1-2yr ■ 29% new
Of 380 current holders: 225 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
41 of 378 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in AUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AUB

How many hedge funds hold AUB — quarterly history vs. share price
Quarterly hedge fund ownership of AUB vs. share price

Market Analysis: AUB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AUB

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 1 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AUB
2026 Q1 Stats Unlock in 22 days 380 + Investors

Track Smart Money conviction in AUB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 380 364 4.4%
13F Shares 118M 118M 0.54%
Total Value $4.18B $4.15B 0.59%
New Positions 52 45 +7
Increased Positions 111 135 -24
Closed Positions 35 41 -6
Reduced Positions 158 127 +31
Total Calls 1 1 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: AUB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

380 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AUB. Verified SEC 13F-HR filings.

Top 25 institutional holders of AUB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verity & Verity, LLC 1.66% 623,717 $22.3M
2 1492 Capital Management LLC 1.24% 91,151 $3.3M
3 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.06% 616,040 $22K
4 CONGRESS ASSET MANAGEMENT CO 0.57% 2,241,874 $80.1M
5 Oliver Luxxe Assets LLC 0.34% 64,342 $2.3M
6 GRACE & WHITE INC /NY 0.33% 52,325 $1.9M
7 Wolfstich Capital, LLC 0.29% 9,450 $328K
8 Canal Capital Management, LLC 0.26% 54,223 $1.9M
9 PEREGRINE CAPITAL MANAGEMENT LLC 0.20% 151,340 $5.4M
10 TRED AVON FAMILY WEALTH, LLC 0.17% 14,719 $526K
11 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.16% 829,469 $29.6M
12 DAVENPORT & Co LLC 0.15% 784,472 $28.0M
13 Inspire Investing, LLC 0.14% 47,912 $1.7M
14 Claris Financial LLC 0.13% 6,400 $226K
15 PINNACLE ASSOCIATES LTD 0.12% 259,147 $9.3M
16 Uncommon Cents Investing LLC 0.12% 14,015 $501K
17 Smith Salley Wealth Management 0.11% 62,147 $2.2M
18 Gilman Hill Asset Management, LLC 0.08% 14,708 $526K
19 Lafayette Investments, Inc. 0.07% 9,145 $327K
20 Stokes Capital Advisors, LLC 0.07% 8,250 $295K
21 TRITONPOINT WEALTH, LLC 0.06% 16,714 $597K
22 WESBANCO BANK INC 0.06% 62,700 $2.2M
23 Trust Point Inc. 0.05% 17,522 $626K
24 Graves Light Lenhart Wealth, Inc. 0.05% 14,048 $502K
25 Ledyard National Bank 0.04% 13,478 $482K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ATLANTIC UN BANKSHARES CORP (AUB)

What does the Smart Money Trend signal show for AUB?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added AUB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AUB?

More sellers than buyers — 46% buying: Last quarter: 190 funds reduced or exited vs 159 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AUB holders?

Elite ownership — 49% AUM from top-100 funds: 41 of 378 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in AUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AUB?

56% of holders stayed for 2+ years: 211 out of 378 hedge funds have held AUB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.