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Atlantic Union Bankshares
AUB

Overview Fund Activity

227 hedge funds and large institutions have $1.52B invested in Atlantic Union Bankshares in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-23
Holders Change %
-9.2%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
65
Reduced
91
Closed
46
Calls
$200K
Puts
$18K
Net Calls
+$182K
Net Calls Change
+$35K

Top Buyers

1
State Street
1
State Street
Massachusetts
$107M
2
WHG
2
Westwood Holdings Group
Texas
$69.2M
3
PA
3
Pinnacle Associates
New York
$7.54M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.23M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.85M
3
Franklin Resources
3
Franklin Resources
California
$16.9M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$13.6M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
201
SignatureFD
Georgia
$12.7K -$19.2K -741 -60%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.58K +61 +19%
LF
203
Lee Financial
Texas
$9.47K – – –
BTI
204
Blue Trust Inc
Georgia
$7K -$51.9K -1,549 -88%
PTC
205
Private Trust Company
Ohio
$5.66K – – –
IA
206
IFP Advisors
Florida
$5.64K +$727 +28 +15%
OPTFSNA
207
Old Point Trust & Financial Services N A
Virginia
$5.63K +$5.63K +217 New
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$5.32K – – –
GA
209
GoalVest Advisory
New York
$4.75K +$4.75K +183 New
FRA
210
Front Row Advisors
California
$4K – – –
CFGS
211
Concourse Financial Group Securities
Alabama
$3.06K -$311 -12 -9%
VCM
212
Versant Capital Management
Arizona
$2.93K +$2.93K +113 New
RTL
213
Red Tortoise LLC
Georgia
$2.6K +$2.6K +100 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$2.54K -$1.74K -67 -41%
AF
215
Allworth Financial
California
$1.81K -$1.84K -71 -50%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1.3K +$1.3K +50 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$1.17K -$286 -11 -20%
Bessemer Group
218
Bessemer Group
New Jersey
$1K -$174K -9,943 -99%
FCAG
219
First Capital Advisors Group
New Jersey
$856 +$856 +33 New
CPG
220
Cornerstone Planning Group
New Jersey
$830 +$830 +32 New
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$519 +$519 +20 New
HIA
222
Harbor Investment Advisory
Maryland
$441 – – –
FFA
223
Farther Finance Advisors
California
$441 – – –
SIC
224
SJS Investment Consulting
Ohio
$390 -$78 -3 -17%
DI
225
Disciplined Investments
Oklahoma
$389 -$26 -1 -6%
7 8
9
10 11