AUB icon

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 %
MML Investors Services
201
MML Investors Services
Massachusetts
$260K -$69.2K -2,109 -21%
PA
202
Profund Advisors
Maryland
$253K +$61.6K +1,876 +32%
DT
203
Diversified Trust
Tennessee
$252K +$252K +7,686 New
State of Wisconsin Investment Board
204
State of Wisconsin Investment Board
Wisconsin
$252K +$60.2K +1,832 +31%
FNA
205
First National Advisers
Nebraska
$251K +$22.8K +693 +10%
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K – – –
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$248K +$394 +12 +0.2%
Squarepoint
208
Squarepoint
New York
$245K -$1.88M -57,097 -88%
BIA
209
Beacon Investment Advisors
Maryland
$240K +$66 +2 +0%
TFA
210
Toth Financial Advisory
Virginia
$240K – – –
OQS
211
Occudo Quantitative Strategies
Florida
$227K +$227K +6,923 New
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$216K +$919 +28 +0.4%
CA
213
CoreCap Advisors
Michigan
$216K +$216K +6,562 New
AWM
214
Axxcess Wealth Management
California
$215K +$215K +6,546 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$209K -$6.8K -207 -3%
RFC
216
Regions Financial Corp
Alabama
$201K -$6.47K -197 -3%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$198K +$55.9K +1,703 +39%
AF
218
Allworth Financial
California
$187K +$187K +4,806 New
CPBTD
219
Central Pacific Bank - Trust Division
Hawaii
$186K +$17.1K +520 +10%
ECM
220
EMC Capital Management
Texas
$185K – – –
SSB
221
Sandy Spring Bank
Maryland
$182K – – –
EMFAT
222
Emerald Mutual Fund Advisers Trust
Pennsylvania
$174K – – –
GWM
223
Geneos Wealth Management
Colorado
$154K -$2.43K -74 -2%
SC
224
SouthState Corp
Florida
$142K – – –
OP
225
ORG Partners
Indiana
$107K +$107K +3,283 New
7 8
9
10 11