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Atlantic Union Bankshares
AUB

Overview Fund Activity

303 hedge funds and large institutions have $2.54B invested in Atlantic Union Bankshares in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+29
Holders Change %
+10.58%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
103
Reduced
92
Closed
19
Calls
$610K
Puts
$79K
Net Calls
+$531K
Net Calls Change
+$339K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$60.2M
2
Goldman Sachs
Goldman Sachs
New York
$46.4M
3
Franklin Resources
Franklin Resources
California
$62.6M
4
Morgan Stanley
Morgan Stanley
New York
$27.6M
5
Citadel Advisors
Citadel Advisors
Florida
$4.94M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$10.9M
2
FWIA
Fort Washington Investment Advisors
Ohio
$16.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$1.08M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$40.5M
5
WHG
Westwood Holdings Group
Texas
$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
201
KeyBank National Association
Ohio
$295K +$295K +7,828 New
ECM
202
Everence Capital Management
Indiana
$290K – – –
DT
203
Diversified Trust
Tennessee
$290K – – –
BIA
204
Beacon Investment Advisors
Maryland
$275K +$38 +1 +0%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$274K +$290 +8 +0.1%
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
$272K -$17.6K -468 -6%
PAS
207
Park Avenue Securities
New York
$268K -$104K -2,771 -28%
TFA
208
Toth Financial Advisory
Virginia
$267K -$7.53K -200 -3%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$250K +$1.74K +46 +0.7%
GRP
210
Global Retirement Partners
California
$247K +$226K +6,006 +1,090%
AWM
211
Axxcess Wealth Management
California
$247K +$113 +3 +0%
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K – – –
ACM
213
Aster Capital Management
United Arab Emirates
$233K +$233K +6,179 New
PI
214
Parkside Investments
Illinois
$226K -$73.4K -1,949 -24%
RFC
215
Regions Financial Corp
Alabama
$225K -$5.84K -155 -3%
HAG
216
HighPoint Advisor Group
Illinois
$225K +$225K +5,980 New
MM
217
MQS Management
New York
$224K -$245K -6,504 -52%
HFO
218
Heritage Family Offices
Arizona
$224K +$224K +5,942 New
PIFP
219
Partners in Financial Planning
Virginia
$223K +$223K +5,924 New
X
220
Xponance
Pennsylvania
$221K +$221K +5,868 New
OQS
221
Occudo Quantitative Strategies
Florida
$217K -$43.7K -1,161 -17%
CA
222
CoreCap Advisors
Michigan
$217K -$30.1K -800 -12%
Verition Fund Management
223
Verition Fund Management
Connecticut
$215K +$215K +5,698 New
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$210K +$210K +5,566 New
SSB
225
Sandy Spring Bank
Maryland
$209K – – –
7 8
9
10 11