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Atlantic Union Bankshares

254 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
3.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
83
Reduced
96
Closed
19
Calls
$380K
Puts
$22K
Net Calls
+$358K
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWA
176
Beacon Harbor Wealth Advisors
Virginia
$306K
LFAS
177
Level Four Advisory Services
Texas
$303K -$14.1K -387 -4%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$300K
AOWM
179
Alpha Omega Wealth Management
Virginia
$298K +$36.8K +1,008 +14%
PI
180
Parkside Investments
Illinois
$285K +$2.85K +78 +1%
AIP
181
Ameritas Investment Partners
Nebraska
$284K +$11.4K +313 +4%
ECM
182
Everence Capital Management
Indiana
$281K
Neuberger Berman Group
183
Neuberger Berman Group
New York
$279K +$14.9K +407 +6%
TFA
184
Toth Financial Advisory
Virginia
$270K
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$270K -$52.4K -1,435 -16%
BIA
186
Beacon Investment Advisors
Maryland
$266K +$73 +2 +0%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$263K +$263K +7,203 New
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
$260K -$39.8K -1,088 -13%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$258K +$258K +7,060 New
PA
190
Profund Advisors
Maryland
$254K +$254K +6,951 New
HWMA
191
Heritage Wealth Management (Arizona)
Arizona
$249K +$249K +6,825 New
YIH
192
Y-Intercept (HK)
Hong Kong
$245K +$245K +6,712 New
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$239K +$239K +6,552 New
MM
194
MQS Management
New York
$238K +$238K +6,521 New
RFC
195
Regions Financial Corp
Alabama
$238K +$238K +6,501 New
OC
196
Oppenheimer & Co
New York
$233K +$233K +6,366 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$227K +$219K +5,998 +2,926%
VRM
198
Vectors Research Management
New York
$224K +$224K +6,137 New
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K
WFG
200
Wills Financial Group
Virginia
$220K -$808K -22,113 -79%