AUB icon

Atlantic Union Bankshares
AUB

Overview Fund Activity

273 hedge funds and large institutions have $2.08B invested in Atlantic Union Bankshares in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
37
Increased
78
Reduced
100
Closed
18
Calls
$272K
Puts
$56K
Net Calls
+$216K
Net Calls Change
-$142K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$92.8M
2
BlackRock
BlackRock
New York
$390M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.58M
4
OMC
Old Mission Capital
Illinois
$3.56M
5
LCOV
London Company of Virginia
Virginia
$27.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$16.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$8.37M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$6.45M
4
Millennium Management
Millennium Management
New York
$12M
5
State Street
State Street
Massachusetts
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
201
Beacon Investment Advisors
Maryland
$258K +$71 +2 +0%
TFA
202
Toth Financial Advisory
Virginia
$258K -$3.53K -100 -1%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$251K -$2.93K -83 -1%
FNA
204
First National Advisers
Nebraska
$246K +$246K +6,959 New
HWMA
205
Heritage Wealth Management (Arizona)
Arizona
$237K -$3.67K -104 -2%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$232K +$13.1K +370 +6%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$231K – – –
RFC
208
Regions Financial Corp
Alabama
$224K -$6.04K -171 -3%
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K – – –
WFG
210
Wills Financial Group
Virginia
$212K +$35 +1 +0%
OC
211
Oppenheimer & Co
New York
$209K -$15.9K -450 -7%
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$207K – – –
State of Wisconsin Investment Board
213
State of Wisconsin Investment Board
Wisconsin
$207K -$44.6K -1,264 -18%
PA
214
Profund Advisors
Maryland
$206K -$39.7K -1,124 -16%
ECM
215
EMC Capital Management
Texas
$199K +$199K +5,623 New
SSB
216
Sandy Spring Bank
Maryland
$195K – – –
Osaic Holdings
217
Osaic Holdings
Arizona
$194K -$488K -14,047 -72%
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$187K +$41.8K +1,185 +29%
EMFAT
219
Emerald Mutual Fund Advisers Trust
Pennsylvania
$187K – – –
CPBTD
220
Central Pacific Bank - Trust Division
Hawaii
$179K +$179K +5,130 New
GWM
221
Geneos Wealth Management
Colorado
$168K – – –
SC
222
SouthState Corp
Florida
$153K – – –
Jones Financial Companies
223
Jones Financial Companies
Missouri
$153K +$146K +4,128 +2,054%
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$138K -$16.4K -465 -11%
SPIA
225
Steward Partners Investment Advisory
New York
$110K +$65.7K +1,860 +149%
7 8
9
10 11