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Atlantic Union Bankshares
AUB

Overview Fund Activity

244 hedge funds and large institutions have $1.9B invested in Atlantic Union Bankshares in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
68
Reduced
82
Closed
24
Calls
$280K
Puts
$37K
Net Calls
+$243K
Net Calls Change
-$196K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$12.8M
2
FCM
2
FJ Capital Management
Virginia
$11.1M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$40.5M
4
SEI Investments
4
SEI Investments
Pennsylvania
$4.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.12M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4K
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$144M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$77.1M
4
State Street
4
State Street
Massachusetts
$88.6M
5
Wells Fargo
5
Wells Fargo
California
$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$251K – – –
Principal Financial Group
177
Principal Financial Group
Iowa
$244K +$2.5K +67 +1%
LWCFA
178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$241K – – –
MML Investors Services
179
MML Investors Services
Massachusetts
$241K +$2.35K +63 +1%
SL
180
Salomon & Ludwin
Virginia
$235K – – –
BIAS
181
Beacon Investment Advisory Services
New Jersey
$227K – – –
IWC
182
Integrated Wealth Concepts
Massachusetts
$227K +$37 +1 +0%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$226K – – –
TSW
184
Thompson Siegel & Walmsley
Virginia
$225K – – –
AIP
185
Ameritas Investment Partners
Nebraska
$219K – – –
OC
186
Oppenheimer & Co
New York
$217K – – –
SC
187
SouthState Corp
Florida
$212K – – –
FIM
188
Freedom Investment Management
Connecticut
$212K +$212K +5,679 New
MFP
189
Meridian Financial Partners
Virginia
$206K +$206K +5,027 New
VIM
190
Vista Investment Management
Pennsylvania
$204K – – –
Canada Pension Plan Investment Board
191
Canada Pension Plan Investment Board
Ontario, Canada
$186K -$893K -24,000 -83%
Canada Life
192
Canada Life
Manitoba, Canada
$169K -$33.7K -909 -17%
TRCT
193
Tower Research Capital (TRC)
New York
$157K -$123K -3,300 -44%
SG Americas Securities
194
SG Americas Securities
New York
$154K -$1.63M -43,690 -91%
DFCM
195
Dark Forest Capital Management
Puerto Rico
$145K +$133K +3,554 +1,087%
CWS
196
Confluence Wealth Services
Pennsylvania
$140K +$140K +3,761 New
PHK
197
Point72 Hong Kong
Hong Kong
$131K +$131K +3,510 New
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$101K -$29K -780 -22%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$90K – – –
Lazard Asset Management
200
Lazard Asset Management
New York
$89K +$17.5K +471 +24%
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8
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