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Atlantic Union Bankshares
AUB

Overview Fund Activity

250 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-6
Holders Change %
-2.34%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
97
Reduced
75
Closed
36
Calls
$256K
Puts
$109K
Net Calls
+$147K
Net Calls Change
-$4K

Top Buyers

1
BlackRock
BlackRock
New York
$387M
2
State Street
State Street
Massachusetts
$115M
3
Vanguard Group
Vanguard Group
Pennsylvania
$327M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$35M
5
LSV Asset Management
LSV Asset Management
Illinois
$34.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$43.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$15.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$33.1M
4
RCMC
RK Capital Management (Colorado)
Colorado
$0
5
WSFS
Wilmington Savings Fund Society
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$12.3K +$876 +25 +8%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.33K +128 +65%
PTC
228
Private Trust Company
Ohio
$7.64K – – –
QL
229
Quarry LP
New York
$7.43K +$7.43K +212 New
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$7.19K -$2.1K -60 -23%
IA
231
IFP Advisors
Florida
$6.76K -$15.7K -440 -70%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$5.78K +$3.75K +107 +184%
FRA
233
Front Row Advisors
California
$5K -$135 -4 -3%
AF
234
Allworth Financial
California
$4.94K +$2.17K +62 +78%
CFGS
235
Concourse Financial Group Securities
Alabama
$4.56K -$10.5K -300 -70%
GRP
236
Global Retirement Partners
California
$4.05K +$25 +1 +0.6%
SFG
237
Steward Financial Group
Texas
$3K +$1.15K +35 +63%
LC
238
Lindbrook Capital
California
$2.63K – – –
MCM
239
Manchester Capital Management
Vermont
$2.45K – – –
CAM
240
ClariVest Asset Management
California
$2K – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$1.96K +$105 +3 +6%
MIA
242
Milestone Investment Advisors
Wisconsin
$1.93K +$1.93K +55 New
SC
243
Schubert & Co
Texas
$1.54K +$316 +9 +26%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$1.5K – +11 +0%
SIC
245
SJS Investment Consulting
Ohio
$631 -$35 -1 -5%
HIA
246
Harbor Investment Advisory
Maryland
$596 – – –
FFA
247
Farther Finance Advisors
California
$596 – – –
DI
248
Disciplined Investments
Oklahoma
$561 +$35 +1 +7%
TWA
249
TCI Wealth Advisors
Arizona
$176 – – –
TWP
250
TFO Wealth Partners
Ohio
$35 -$525 -15 -94%
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