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Atlantic Union Bankshares
AUB

Overview Fund Activity

227 hedge funds and large institutions have $1.52B invested in Atlantic Union Bankshares in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-23
Holders Change %
-9.2%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
65
Reduced
91
Closed
46
Calls
$200K
Puts
$18K
Net Calls
+$182K
Net Calls Change
+$35K

Top Buyers

1
State Street
1
State Street
Massachusetts
$107M
2
WHG
2
Westwood Holdings Group
Texas
$69.2M
3
PA
3
Pinnacle Associates
New York
$7.54M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.23M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.85M
3
Franklin Resources
3
Franklin Resources
California
$16.9M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$13.6M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
151
Vaughan Nelson Investment Management
Texas
$316K -$11.1K -430 -3%
CRI
152
Colonial River Investments
Virginia
$315K – – –
US Bancorp
153
US Bancorp
Minnesota
$313K -$14.5K -558 -4%
DA
154
Duality Advisers
Florida
$309K +$309K +11,898 New
NYLIM
155
New York Life Investment Management
New York
$305K -$44.6K -1,717 -13%
XT
156
XTX Topco
Cayman Islands
$301K +$52.2K +2,010 +21%
MC
157
Moors & Cabot
Massachusetts
$299K +$19.5K +750 +7%
GI
158
GAMCO Investors
Connecticut
$298K – – –
PAS
159
Park Avenue Securities
New York
$286K -$8.19K -315 -3%
DA
160
Dover Advisors
Virginia
$282K – – –
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$281K +$36.8K +1,417 +15%
Amundi
162
Amundi
France
$259K +$259K +9,777 New
SSB
163
Sandy Spring Bank
Maryland
$253K +$1.22K +47 +0.5%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$239K -$99.7K -3,407 -29%
EH
165
Equitable Holdings
New York
$233K – – –
MML Investors Services
166
MML Investors Services
Massachusetts
$231K +$40.4K +1,558 +21%
IWC
167
Integrated Wealth Concepts
Massachusetts
$229K -$467 -18 -0.2%
LFAS
168
Level Four Advisory Services
Texas
$226K – – –
VIM
169
Vista Investment Management
Pennsylvania
$224K +$61.1K +2,354 +37%
BHWA
170
Beacon Harbor Wealth Advisors
Virginia
$217K – – –
AOWM
171
Alpha Omega Wealth Management
Virginia
$216K – – –
SAG
172
SageView Advisory Group
California
$214K +$5.97K +230 +3%
PAMS
173
Pictet Asset Management (Switzerland)
Switzerland
$213K – – –
PWW
174
Pettyjohn Wood & White
Virginia
$210K +$210K +8,086 New
PA
175
Profund Advisors
Maryland
$204K +$36.2K +1,395 +22%
5 6
7
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