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Atlantic Union Bankshares

256 hedge funds and large institutions have $1.67B invested in Atlantic Union Bankshares in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,157% more call options, than puts

Call options by funds: $158K | Put options by funds: $7K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

6% more funds holding

Funds holding: 241256 (+15)

6% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 84

1% more capital invested

Capital invested by funds: $1.66B → $1.67B (+$12.7M)

2.39% less ownership

Funds ownership: 73.1%70.71% (-2.4%)

Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
89
Reduced
84
Closed
19
Calls
$158K
Puts
$7K
Net Calls
+$151K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
176
SageView Advisory Group
California
$276K +$268K +7,856 New
MML Investors Services
177
MML Investors Services
Massachusetts
$271K +$13.7K +402 +5%
TFA
178
Toth Financial Advisory
Virginia
$269K -$470K -13,770 -64%
Creative Planning
179
Creative Planning
Kansas
$268K +$260K +7,623 New
PI
180
Parkside Investments
Illinois
$264K +$2.15K +63 +0.8%
Jane Street
181
Jane Street
New York
$256K +$249K +7,295 New
KAS
182
Kestra Advisory Services
Texas
$254K +$247K +7,232 New
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$250K +$6.49K +190 +3%
BIA
184
Beacon Investment Advisors
Maryland
$249K +$242K +7,087 New
RFC
185
Regions Financial Corp
Alabama
$246K -$35.1K -1,026 -13%
Arrowstreet Capital
186
Arrowstreet Capital
Massachusetts
$231K -$271K -7,917 -55%
OGC
187
Oak Grove Capital
New Hampshire
$228K +$222K +6,500 New
LWCFA
188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K
VIM
189
Vista Investment Management
Pennsylvania
$221K +$215K +6,281 New
CG
190
Colony Group
Massachusetts
$220K +$214K +6,251 New
AIP
191
Ameritas Investment Partners
Nebraska
$219K +$12.8K +376 +7%
SG Americas Securities
192
SG Americas Securities
New York
$206K -$873K -25,544 -81%
OC
193
Oppenheimer & Co
New York
$205K +$199K +5,824 New
Dimensional Fund Advisors
194
Dimensional Fund Advisors
Texas
$183K +$6.09M +178,096 +4%
SC
195
SouthState Corp
Florida
$176K -$21.7K -634 -11%
TSW
196
Thompson Siegel & Walmsley
Virginia
$175K
GWM
197
Geneos Wealth Management
Colorado
$167K
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$162K +$7.89K +231 +5%
CMF
199
Counterpoint Mutual Funds
California
$128K +$125K +3,650 New
Citigroup
200
Citigroup
New York
$123K -$67K -1,961 -36%