Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atlantic Un Bankshares Corp (AUB)

445 + 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
↑ +14
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — AUB

Based on 449 hedge funds · latest filing: 2026 Q2 · 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
449 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

223 buying176 selling
Last quarter: 223 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 55 → 67 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 20% new
235 out of 449 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.
💰

Value +23% but shares only +7% — price-driven

Value
+23%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

96 → 51 → 55 → 67 → 53 new funds/Q
New funds entering each quarter: 51 → 55 → 67 → 53. A growing number of institutions are discovering AUB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 30% newcomers

■ 56% veterans ■ 14% 1-2yr ■ 30% new
Entry-cohort mix of 453 holders: 254 (56%) are 2+ year veterans, 65 entered 1–2 years ago, and 134 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
56 of 449 holders are among the 100 largest funds by AUM, controlling 60% 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.
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 Q2, 223 hedge funds were net buyers of AUB (53 opened a new position, 170 added to an existing one), while 176 reduced or exited (137 trimmed, 39 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in AUB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 449.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AUB
445 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 445 435 2.3%
13F Shares 124M 122M 0.96%
Total Value $4.81B $4.04B 18.96%
New Positions 51 67 -16
Increased Positions 168 147 +21
Closed Positions 41 39 +2
Reduced Positions 135 137 -2
Total Calls 3 2 50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: AUB

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Institutional Holders (2026 Q2)

445 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Reef Capital Management LP 5.78% 3,565,000 $150.8M
2 Stieven Capital Advisors, L.P. 5.60% 693,749 $29.4M
3 Tributary Capital Management, LLC 2.16% 620,199 $26.2M
4 Verity & Verity, LLC 1.83% 628,527 $26.6M
5 Kennondale Capital Management LLC 1.50% 53,329 $2.3M
6 Mendon Capital Advisors Corp 1.50% 100,000 $4.2M
7 Aristotle Capital Boston, LLC 1.29% 454,584 $19.2M
8 Wills Financial Group LLC 1.27% 82,148 $3.5M
9 Phocas Financial Corp. 1.24% 211,179 $8.9M
10 Systematic Financial Management LP 1.23% 1,456,569 $61.6M
11 Westbourne Investments, INC. 1.12% 64,758 $2.7M
12 1492 Capital Management LLC 1.02% 81,382 $3.4M
13 Teton Advisors, LLC 0.73% 30,000 $1.3M
14 Atlantic Union Bankshares Corp 0.72% 1,022,897 $43.3M
15 Bontempo Ohly Capital Mgmt LLC 0.68% 37,519 $1.6M
16 Congress Asset Management Co 0.65% 2,501,164 $105.8M
17 Murchinson Ltd. 0.62% 106,874 $4.5M
18 Martin & Co Inc /Tn/ 0.58% 87,417 $3.7M
19 Campbell Deegan Wealth Management, LLC 0.55% 18,182 $769K
20 Dudley Capital Management, LLC 0.50% 29,321 $1.2M
21 Beacon Investment Advisors LLC 0.45% 34,083 $1.4M
22 Earnest Partners LLC 0.36% 2,369,515 $100.3M
23 Accordant Advisory Group Inc 0.36% 12,606 $533K
24 Grace & White Inc /Ny 0.35% 52,325 $2.2M
25 Taylor Financial Group, Inc. 0.35% 15,056 $637K
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 — 56% buying: Last quarter: 223 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?

Elite ownership — 60% AUM from top-100 funds: 56 of 449 holders are among the 100 largest funds by AUM, controlling 60% 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?

52% of holders stayed for 2+ years: 235 out of 449 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.

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