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UCB

United Community Banks

276 hedge funds and large institutions have $3B invested in United Community Banks in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

11% more funds holding

Funds holding: 248276 (+28)

3% less capital invested

Capital invested by funds: $3.09B → $3B (-$85.8M)

94% less call options, than puts

Call options by funds: $20K | Put options by funds: $341K

Holders
276
Holders Change
+28
Holders Change %
+11.29%
% of All Funds
4.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
99
Reduced
84
Closed
14
Calls
$20K
Puts
$341K
Net Calls
-$321K
Net Calls Change
-$586K
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$35.5K
VCM
227
Versant Capital Management
Arizona
$31.8K -$4.86K -134 -12%
CT
228
Colonial Trust
South Carolina
$28.8K +$31K +853 New
LWP
229
Lumature Wealth Partners
Georgia
$28.3K
ASN
230
Advisory Services Network
Georgia
$28.2K +$30.3K +834 New
CI Investments Inc
231
CI Investments Inc
Ontario, Canada
$26K +$28.2K +778 New
NA
232
NewEdge Advisors
Louisiana
$23.3K +$25K +688 New
TWA
233
TCI Wealth Advisors
Arizona
$22.1K -$2.18K -60 -8%
BAM
234
Belpointe Asset Management
Nevada
$22K +$23.6K +650 New
QCG
235
Quadrant Capital Group
Ohio
$19.5K +$5.77K +159 +38%
Nomura Asset Management
236
Nomura Asset Management
Japan
$16.6K
PMEF
237
Point72 Middle East FZE
United Arab Emirates
$15K +$16.1K +443 New
PFBT
238
Parkside Financial Bank & Trust
Missouri
$10.8K
KFI
239
Key Financial Inc
Pennsylvania
$10.7K
CWC
240
Carolinas Wealth Consulting
North Carolina
$10.3K +$762 +21 +7%
BWA
241
BDO Wealth Advisors
Florida
$9.9K
CTA
242
Colonial Trust Advisors
South Carolina
$9.16K +$9.83K +271 New
HFS
243
Hantz Financial Services
Michigan
$9K
C
244
Covestor
United Kingdom
$8K +$7.76K +214 +2,378%
FA
245
Fiduciary Alliance
South Carolina
$5.79K +$6.21K +171 New
RCM
246
Raleigh Capital Management
North Carolina
$5.29K -$24K -661 -81%
QL
247
Quarry LP
New York
$5.21K +$5.59K +154 New
CFGS
248
Concourse Financial Group Securities
Alabama
$5.03K +$181 +5 +3%
PTC
249
Private Trust Company
Ohio
$5K
GRP
250
Global Retirement Partners
California
$4.87K +$1.2K +33 +30%

UCB Hedge Fund Activity: Q4 2022 in Review

276 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2022, worth a combined $3B — down 2.8% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UCB positions and 14 closed out — a net gain of 30 holders — while 99 added to existing stakes and 84 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $113M. The largest seller was Janus Henderson Group, cutting an estimated $71.5M.

  • 276 institutional investors held United Community Banks (UCB) as of Q4 2022, up from 248 in Q3 2022.
  • Funds reported $3B of United Community Banks stock for Q4 2022, down 2.8% quarter-over-quarter.
  • 44 funds opened new United Community Banks positions in Q4 2022 and 14 closed out, a net change of +30 holders.
  • The largest United Community Banks buyer in Q4 2022 was Neuberger Berman Group, an estimated $113M added.
  • The largest United Community Banks seller in Q4 2022 was Janus Henderson Group, an estimated $71.5M sold.

Based on aggregated 13F filings for Q4 2022.