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Atlantic Union Bankshares
AUB

Overview Fund Activity

274 hedge funds and large institutions have $2.17B invested in Atlantic Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
125
Reduced
69
Closed
35
Calls
$296K
Puts
$104K
Net Calls
+$192K
Net Calls Change
-$24K

Top Buyers

1
BlackRock
BlackRock
New York
$430M
2
Vanguard Group
Vanguard Group
Pennsylvania
$359M
3
State Street
State Street
Massachusetts
$143M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$187M
5
Franklin Resources
Franklin Resources
California
$44.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
3
RA
Royce & Associates
New York
$4.44M
4
LSV Asset Management
LSV Asset Management
Illinois
$23.2M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMI
176
Natixis Investment Managers International
France
$369K -$11.7K -355 -3%
Creative Planning
177
Creative Planning
Kansas
$359K -$54.2K -1,651 -13%
ASN
178
Advisory Services Network
Georgia
$357K +$357K +10,865 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$342K -$20.8K -631 -6%
M&T Bank
180
M&T Bank
New York
$342K -$15.9K -483 -4%
AACP
181
Advantage Alpha Capital Partners
California
$332K -$34.8K -1,060 -10%
RAM
182
Readystate Asset Management
Illinois
$331K +$331K +10,088 New
PAS
183
Park Avenue Securities
New York
$325K -$9.23K -281 -3%
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$325K +$5.62K +171 +2%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$317K – – –
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$314K +$121K +3,690 +63%
MC
187
Moors & Cabot
Massachusetts
$313K +$16.4K +500 +6%
EH
188
Equitable Holdings
New York
$301K +$6.73K +205 +2%
VIM
189
Vista Investment Management
Pennsylvania
$301K – – –
AIP
190
Ameritas Investment Partners
Nebraska
$297K +$41.8K +1,271 +16%
AG
191
Algert Global
California
$296K +$296K +9,009 New
CCAL
192
City Center Advisors LLC
Michigan
$295K – – –
IWC
193
Integrated Wealth Concepts
Massachusetts
$290K – – –
Neuberger Berman Group
194
Neuberger Berman Group
New York
$287K +$28.6K +870 +11%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$280K +$46.6K +1,418 +20%
BHWA
196
Beacon Harbor Wealth Advisors
Virginia
$275K – – –
PWW
197
Pettyjohn Wood & White
Virginia
$269K +$269K +8,200 New
OC
198
Oppenheimer & Co
New York
$268K +$73.9K +2,250 +38%
AOWM
199
Alpha Omega Wealth Management
Virginia
$265K -$3.29K -100 -1%
PI
200
Parkside Investments
Illinois
$261K +$2.6K +79 +1%
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