We are live on ! Find out more
AUB icon

Atlantic Union Bankshares

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

12,375% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $20K

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $1.52B → $1.71B (+$191M)

7% more funds holding

Funds holding: 227244 (+17)

1.22% more ownership

Funds ownership: 78.18%79.4% (+1.2%)

26% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 93

Holders
244
Holders Change
+17
Holders Change %
+7.49%
% of All Funds
3.87%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$115K
EWM
202
Evermay Wealth Management
Virginia
$89.1K
KBC Group
203
KBC Group
Belgium
$64K -$100K -3,366 -60%
FHA
204
First Horizon Advisors
Tennessee
$57.1K -$5.29K -178 -8%
IRC
205
Investors Research Corp
Georgia
$46K
UB
206
UMB Bank
Missouri
$40.7K
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$40.3K
BTI
208
Blue Trust Inc
Georgia
$36K +$34.6K +1,164 +557%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$34.9K
C
210
Covestor
United Kingdom
$30K +$15.3K +513 +95%
EC
211
Elequin Capital
New York
$27.8K -$62.8K -2,114 -69%
HNB
212
Huntington National Bank
Ohio
$27.8K -$3.69K -124 -11%
EARNEST Partners
213
EARNEST Partners
Georgia
$25.9K
NS
214
NBC Securities
Alabama
$19K +$19.6K +661 New
Nomura Asset Management
215
Nomura Asset Management
Japan
$15K
S
216
SignatureFD
Georgia
$14.1K
TPCW
217
TD Private Client Wealth
New York
$13.9K -$7.85K -264 -35%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$11K -$89 -3 -0.8%
LF
219
Lee Financial
Texas
$10.5K
PTC
220
Private Trust Company
Ohio
$6.27K
Creative Planning
221
Creative Planning
Kansas
$6.22K +$6.42K +216 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$5.9K
IA
223
IFP Advisors
Florida
$5.5K -$773 -26 -12%
GA
224
GoalVest Advisory
New York
$5.5K +$238 +8 +4%
FRA
225
Front Row Advisors
California
$4.26K