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Atlantic Union Bankshares
AUB

Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Atlantic Union Bankshares in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+17
Holders Change %
+7.49%
% of All Funds
3.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
69
Reduced
93
Closed
13
Calls
$2.5M
Puts
$20K
Net Calls
+$2.48M
Net Calls Change
+$2.29M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$24.7M
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$14.4M
3
CVA
3
Ceredex Value Advisors
Florida
$11M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$7.67M

Top Sellers

1
State Street
1
State Street
Massachusetts
$98M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$6.37M
3
WHG
3
Westwood Holdings Group
Texas
$71.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$15.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$254K – – –
LFAS
177
Level Four Advisory Services
Texas
$250K – – –
VIM
178
Vista Investment Management
Pennsylvania
$249K – – –
SAG
179
SageView Advisory Group
California
$243K +$5.9K +205 +2%
BHWA
180
Beacon Harbor Wealth Advisors
Virginia
$241K – – –
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$236K +$236K +8,211 New
State of Wisconsin Investment Board
182
State of Wisconsin Investment Board
Wisconsin
$236K -$75.6K -2,626 -24%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$233K -$12.4K -413 -5%
MML Investors Services
184
MML Investors Services
Massachusetts
$224K -$32.9K -1,140 -13%
PI
185
Parkside Investments
Illinois
$222K +$222K +7,726 New
CSS
186
Cubist Systematic Strategies
Connecticut
$218K -$361K -12,556 -62%
PWW
187
Pettyjohn Wood & White
Virginia
$217K -$15.5K -540 -7%
AIP
188
Ameritas Investment Partners
Nebraska
$215K +$42.4K +1,474 +25%
TFA
189
Toth Financial Advisory
Virginia
$213K – – –
BIA
190
Beacon Investment Advisors
Maryland
$210K +$210K +7,290 New
Neuberger Berman Group
191
Neuberger Berman Group
New York
$208K +$208K +7,217 New
AOWM
192
Alpha Omega Wealth Management
Virginia
$206K -$33.1K -1,150 -14%
SSB
193
Sandy Spring Bank
Maryland
$202K -$78.4K -2,724 -28%
LWCFA
194
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$198K – – –
TRCT
195
Tower Research Capital (TRC)
New York
$196K +$42.4K +1,472 +28%
EMFAT
196
Emerald Mutual Fund Advisers Trust
Pennsylvania
$152K +$152K +5,295 New
TSW
197
Thompson Siegel & Walmsley
Virginia
$143K – – –
SC
198
SouthState Corp
Florida
$139K – – –
GWM
199
Geneos Wealth Management
Colorado
$137K -$29 -1 -0%
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$126K +$7.34K +255 +6%
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8
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