Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atlantic Un Bankshares Corp (AUB)

429 + 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
↑ +26
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — AUB

Based on 432 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
432 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 — +23% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 55% buying

212 buying176 selling
Last quarter: 212 funds bought or added vs 176 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new AUB position: 95 → 51 → 55 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 23% new
214 out of 432 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

66 → 95 → 51 → 55 → 65 new funds/Q
New funds entering each quarter: 95 → 51 → 55 → 65. 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 — 55% of holders stayed 2+ years

■ 55% veterans ■ 11% 1-2yr ■ 33% new
Of 435 current holders: 241 (55%) 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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
52 of 432 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — AUB

In 2026 Q1, 212 hedge funds were net buyers of AUB (65 opened a new position, 147 added to an existing one), while 176 reduced or exited (137 trimmed, 39 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in AUB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 432.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Atlantic Un Bankshares Corp (AUB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AUB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
AUB
+11.0%
XLF
+1220.3%

AUB outperformed XLF by -1209.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
AUB
+10.3%
XLF
+4.8%

Since the filing became public, AUB outperformed XLF by +5.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AUB
429 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 429 406 5.67%
13F Shares 122M 120M 2.0%
Total Value $4.04B $4.23B -4.52%
New Positions 64 55 +9
Increased Positions 146 114 +32
Closed Positions 41 37 +4
Reduced Positions 135 164 -29
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: AUB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

429 + investors

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

QUARTER:
Top 25 AUB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stieven Capital Advisors, L.P. 5.65% 740,157 $26.5M
2 North Reef Capital Management LP 5.27% 4,285,000 $153.1M
3 Tributary Capital Management, LLC 2.22% 638,899 $22.8M
4 Verity & Verity, LLC 1.66% 623,717 $22.3M
5 Mendon Capital Advisors Corp 1.39% 100,000 $3.6M
6 Kennondale Capital Management LLC 1.37% 53,329 $1.9M
7 Systematic Financial Management LP 1.26% 1,533,559 $54.8M
8 1492 Capital Management LLC 1.24% 91,151 $3.3M
9 Aristotle Capital Boston, LLC 1.20% 541,900 $19.4M
10 Westbourne Investments, INC. 1.10% 64,758 $2.3M
11 Wills Financial Group LLC 1.09% 79,169 $2.9M
12 Phocas Financial Corp. 0.93% 165,445 $5.9M
13 Teton Advisors, LLC 0.75% 30,000 $1.1M
14 Bontempo Ohly Capital Mgmt LLC 0.61% 37,519 $1.3M
15 Congress Asset Management Co 0.57% 2,241,874 $80.1M
16 Campbell Deegan Wealth Management, LLC 0.55% 19,248 $688K
17 Martin & Co Inc /Tn/ 0.53% 87,931 $3.1M
18 Westwood Holdings Group Inc 0.52% 1,994,507 $71.3M
19 Atlantic Union Bankshares Corp 0.51% 747,323 $26.7M
20 Murchinson Ltd. 0.48% 106,874 $3.8M
21 Dudley Capital Management, LLC 0.46% 29,321 $1.0M
22 Beacon Investment Advisors LLC 0.46% 34,202 $1.2M
23 iSAM Funds (UK) Ltd 0.41% 23,382 $836K
24 Earnest Partners LLC 0.36% 2,455,989 $87.8M
25 Oliver Luxxe Assets LLC 0.34% 64,342 $2.3M
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 — 11 quarters in a row: For 11 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?

Slight buying edge — 55% buying: Last quarter: 212 funds bought or added vs 176 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AUB holders?

Strong quality — 38% AUM from major funds: 52 of 432 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AUB?

50% of holders stayed for 2+ years: 214 out of 432 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.

Is it too late to buy Atlantic Un Bankshares Corp (AUB) following the 2026 Q1 hedge fund 13F filings?

As of today, AUB has moved +10.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +5.5%. Since the quarter end (March 31, 2026), AUB has gained +11.0% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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