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Atlantic Union Bankshares

250 hedge funds and large institutions have $2.18B invested in Atlantic Union Bankshares in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $256K | Put options by funds: $109K

30% more capital invested

Capital invested by funds: $1.67B → $2.18B (+$509M)

29% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 75

12.67% more ownership

Funds ownership: 70.71%83.38% (+13%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

2% less funds holding

Funds holding: 256250 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
-6
Holders Change %
-2.34%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
97
Reduced
75
Closed
36
Calls
$256K
Puts
$109K
Net Calls
+$147K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$387M +$204M +5,511,312 +100%
Vanguard Group
2
Vanguard Group
Pennsylvania
$327M +$42.5M +1,149,799 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$183M +$160K +4,332 +0.1%
State Street
4
State Street
Massachusetts
$115M +$47.9M +1,294,899 +65%
WHG
5
Westwood Holdings Group
Texas
$70.9M -$5.97M -161,460 -7%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.3M -$1.93M -52,313 -3%
GKIM
7
GW&K Investment Management
Massachusetts
$53M +$702K +18,984 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.9M -$594K -16,065 -1%
Franklin Resources
9
Franklin Resources
California
$43.8M -$67M -1,811,246 -59%
Victory Capital Management
10
Victory Capital Management
Texas
$40.3M -$694K -18,760 -2%
Ameriprise
11
Ameriprise
Minnesota
$39.2M +$11.9M +321,923 +40%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$37.2M +$23.1M +625,528 +144%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$35.1M +$102K +2,764 +0.3%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$35M +$37.2M +1,005,936 New
LSV Asset Management
15
LSV Asset Management
Illinois
$34.8M +$35.3M +955,550 +2,521%
Northern Trust
16
Northern Trust
Illinois
$33.4M +$1.86M +50,237 +6%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$33.1M -$9.34M -252,618 -21%
JP Morgan Chase
18
JP Morgan Chase
New York
$32.9M +$13.1M +354,673 +61%
Goldman Sachs
19
Goldman Sachs
New York
$32.8M -$1.46M -39,619 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$31.7M +$13.3M +358,752 +66%
Norges Bank
21
Norges Bank
Norway
$21.9M -$832K -22,501 -3%
TCM
22
Tributary Capital Management
Nebraska
$21.6M +$659K +17,811 +3%
Charles Schwab
23
Charles Schwab
California
$20M -$6.21M -168,085 -23%
Principal Financial Group
24
Principal Financial Group
Iowa
$15.8M +$16.7M +451,506 New
LCOV
25
London Company of Virginia
Virginia
$15.6M -$74.3K -2,010 -0.4%