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Atlantic Union Bankshares
AUB

Overview Fund Activity

250 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-6
Holders Change %
-2.34%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
97
Reduced
75
Closed
36
Calls
$256K
Puts
$109K
Net Calls
+$147K
Net Calls Change
-$4K

Top Buyers

1
BlackRock
BlackRock
New York
$387M
2
State Street
State Street
Massachusetts
$115M
3
Vanguard Group
Vanguard Group
Pennsylvania
$327M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$35M
5
LSV Asset Management
LSV Asset Management
Illinois
$34.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$43.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$15.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$33.1M
4
RCMC
RK Capital Management (Colorado)
Colorado
$0
5
WSFS
Wilmington Savings Fund Society
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$330K +$3.47K +99 +1%
SCA
177
Sander Capital Advisors
Washington
$319K – – –
EH
178
Equitable Holdings
New York
$315K – – –
TA
179
Tiedemann Advisors
New York
$314K – – –
IWC
180
Integrated Wealth Concepts
Massachusetts
$310K -$6.31K -180 -2%
Two Sigma Investments
181
Two Sigma Investments
New York
$305K -$1.37M -39,228 -82%
LFAS
182
Level Four Advisory Services
Texas
$305K +$305K +8,691 New
BHWA
183
Beacon Harbor Wealth Advisors
Virginia
$293K +$293K +8,372 New
AOWM
184
Alpha Omega Wealth Management
Virginia
$291K – – –
PAMS
185
Pictet Asset Management (Switzerland)
Switzerland
$288K – – –
SAG
186
SageView Advisory Group
California
$281K +$5.26K +150 +2%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$272K -$9.67K -276 -3%
PI
188
Parkside Investments
Illinois
$265K +$2.1K +60 +0.8%
TFA
189
Toth Financial Advisory
Virginia
$259K -$8.76K -250 -3%
MML Investors Services
190
MML Investors Services
Massachusetts
$258K -$13K -371 -5%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$256K +$6.91K +197 +3%
BIA
192
Beacon Investment Advisors
Maryland
$248K +$35 +1 +0%
RFC
193
Regions Financial Corp
Alabama
$247K +$1.05K +30 +0.4%
Creative Planning
194
Creative Planning
Kansas
$244K -$23.5K -669 -9%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$240K +$240K +6,845 New
PA
196
Profund Advisors
Maryland
$227K +$227K +6,480 New
LWCFA
197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K – – –
VIM
198
Vista Investment Management
Pennsylvania
$220K – – –
CG
199
Colony Group
Massachusetts
$219K +$280 +8 +0.1%
KBC Group
200
KBC Group
Belgium
$215K +$215K +6,125 New
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