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Atlantic Union Bankshares
AUB

Overview Fund Activity

303 hedge funds and large institutions have $2.54B invested in Atlantic Union Bankshares in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+29
Holders Change %
+10.58%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
103
Reduced
92
Closed
19
Calls
$610K
Puts
$79K
Net Calls
+$531K
Net Calls Change
+$339K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$60.2M
2
Goldman Sachs
Goldman Sachs
New York
$46.4M
3
Franklin Resources
Franklin Resources
California
$62.6M
4
Morgan Stanley
Morgan Stanley
New York
$27.6M
5
Citadel Advisors
Citadel Advisors
Florida
$4.94M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$10.9M
2
FWIA
Fort Washington Investment Advisors
Ohio
$16.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$1.08M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$40.5M
5
WHG
Westwood Holdings Group
Texas
$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
276
Covestor
United Kingdom
$7K +$36 +1 +0.5%
EWA
277
EverSource Wealth Advisors
Alabama
$4.9K +$113 +3 +2%
RTL
278
Red Tortoise LLC
Georgia
$3.77K – – –
RIL
279
Rothschild Investment LLC
Illinois
$3.39K +$2.07K +55 +157%
ATS
280
Ashton Thomas Securities
New York
$3.13K +$3.13K +83 New
JWA
281
JFS Wealth Advisors
Pennsylvania
$2.45K +$75 +2 +3%
FFA
282
Farther Finance Advisors
California
$2.3K +$301 +8 +15%
SIC
283
Salem Investment Counselors
North Carolina
$2.04K +$2.04K +54 New
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
FFO
285
Fortitude Family Office
Arizona
$1.28K +$1.28K +34 New
PWA
286
Provenance Wealth Advisors
Florida
$1.09K – – –
BF
287
BOK Financial
Oklahoma
$1.05K +$1.05K +29 New
HWM
288
Hemington Wealth Management
Virginia
$1K +$1K +45 New
CPA
289
Capital Performance Advisors
California
$829 +$829 +22 New
FNWA
290
Financial Network Wealth Advisors
Utah
$716 +$716 +19 New
SIC
291
SJS Investment Consulting
Ohio
$679 – – –
HIA
292
Harbor Investment Advisory
Maryland
$640 – – –
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$565 +$565 +15 New
IAIM
294
International Assets Investment Management
Florida
$540 +$540 +20,342 New
DPW
295
DiNuzzo Private Wealth
Pennsylvania
$528 – – –
LFG
296
Larson Financial Group
Missouri
$414 – – –
PFBT
297
Parkside Financial Bank & Trust
Missouri
$264 – – –
AAP
298
Arax Advisory Partners
Colorado
$264 +$264 +7 New
MFG
299
Mendota Financial Group
Wisconsin
$227 +$227 +6 New
AF
300
Advisornet Financial
Minnesota
$188 +$188 +5 New
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