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Atlantic Union Bankshares
AUB

Overview Fund Activity

274 hedge funds and large institutions have $2.17B invested in Atlantic Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
125
Reduced
69
Closed
35
Calls
$296K
Puts
$104K
Net Calls
+$192K
Net Calls Change
-$24K

Top Buyers

1
BlackRock
BlackRock
New York
$430M
2
Vanguard Group
Vanguard Group
Pennsylvania
$359M
3
State Street
State Street
Massachusetts
$143M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$187M
5
Franklin Resources
Franklin Resources
California
$44.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
3
RA
Royce & Associates
New York
$4.44M
4
LSV Asset Management
LSV Asset Management
Illinois
$23.2M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
251
Principal Securities
Iowa
$10.3K -$296 -9 -3%
VCM
252
Versant Capital Management
Arizona
$10.2K +$7.72K +235 +305%
OPTFSNA
253
Old Point Trust & Financial Services N A
Virginia
$7.13K – – –
NA
254
NewEdge Advisors
Louisiana
$6.74K -$4.93K -150 -42%
C
255
Covestor
United Kingdom
$6K +$31 +1 +0.5%
FRA
256
Front Row Advisors
California
$5.26K -$920 -28 -15%
EWA
257
EverSource Wealth Advisors
Alabama
$5.24K +$4.67K +113 +807%
RTL
258
Red Tortoise LLC
Georgia
$3.29K – – –
Bessemer Group
259
Bessemer Group
New Jersey
$3K – – –
IC
260
Innealta Capital
Texas
$2.46K +$2.46K +75 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$2.07K – – –
FFA
262
Farther Finance Advisors
California
$1.74K +$982 +30 +130%
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$1.71K – – –
RIL
264
Rothschild Investment LLC
Illinois
$1.15K +$821 +25 +250%
PWA
265
Provenance Wealth Advisors
Florida
$953 – – –
JFGIW
266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$822 +$822 +25 New
SIC
267
SJS Investment Consulting
Ohio
$592 – – –
HIA
268
Harbor Investment Advisory
Maryland
$558 – – –
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$460 +$66 +2 +17%
LFG
270
Larson Financial Group
Missouri
$361 +$361 +11 New
ECM
271
Everence Capital Management
Indiana
$244 – – –
PFBT
272
Parkside Financial Bank & Trust
Missouri
$230 -$394 -12 -63%
TFM
273
TFC Financial Management
Massachusetts
$33 +$33 +1 New
TWC
274
TD Waterhouse Canada
Ontario, Canada
$33 +$33 +1 New
Millennium Management
275
Millennium Management
New York
– -$12M -341,043 Closed
9 10
11
12 13