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Atlantic Union Bankshares

256 hedge funds and large institutions have $1.67B invested in Atlantic Union Bankshares in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,157% more call options, than puts

Call options by funds: $158K | Put options by funds: $7K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

6% more funds holding

Funds holding: 241256 (+15)

6% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 84

1% more capital invested

Capital invested by funds: $1.66B → $1.67B (+$12.7M)

2.39% less ownership

Funds ownership: 73.1%70.71% (-2.4%)

Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
89
Reduced
84
Closed
19
Calls
$158K
Puts
$7K
Net Calls
+$151K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$9.28K +$9.02K +264 New
PTC
227
Private Trust Company
Ohio
$8K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$7K +$752 +22 +13%
GRP
229
Global Retirement Partners
California
$5.57K -$42.4K -1,241 -89%
FRA
230
Front Row Advisors
California
$5K
FA
231
Fiduciary Alliance
South Carolina
$3.73K +$3.62K +106 New
SCA
232
Stonebridge Capital Advisors
Minnesota
$3.51K
CT
233
Cambridge Trust
Massachusetts
$3K +$2.9K +85 New
MCC
234
Money Concepts Capital
Florida
$2.95K +$2.87K +84 New
AF
235
Allworth Financial
California
$2.78K +$2.12K +62 +365%
LC
236
Lindbrook Capital
California
$2.64K -$5.84K -171 -70%
PWMG
237
Prestige Wealth Management Group
New Jersey
$2.53K +$2.46K +72 New
MCM
238
Manchester Capital Management
Vermont
$2.46K -$376 -11 -14%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$2.04K +$1.98K +58 New
CAM
240
ClariVest Asset Management
California
$2K
JWA
241
JFS Wealth Advisors
Pennsylvania
$1.86K -$103 -3 -5%
TWP
242
TFO Wealth Partners
Ohio
$1.81K +$547 +16 New
HS
243
Horan Securities
United States
$1.26K +$1.23K +36 New
SC
244
Schubert & Co
Texas
$1.23K -$171 -5 -13%
CPG
245
Cornerstone Planning Group
New Jersey
$1.14K +$1.09K +32 New
SFG
246
Steward Financial Group
Texas
$1K +$1.91K +56 New
ACM
247
AUA Capital Management
Pennsylvania
$773 +$752 +22 New
SIC
248
SJS Investment Consulting
Ohio
$668 +$239 +7 +58%
PA
249
Parallel Advisors
California
$633 +$137 +4 +29%
HIA
250
Harbor Investment Advisory
Maryland
$597