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UCB

United Community Banks
UCB

249 hedge funds and large institutions have $2.72B invested in United Community Banks in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% less capital invested

Capital invested by funds: $3B → $2.72B (-$285M)

10% less funds holding

Funds holding: 276 → 249 (-27)

49% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 45

Holders
249
Holders Change
-27
Holders Change %
-9.78%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
111
Reduced
66
Closed
45
Calls
$61K
Puts
–
Net Calls
+$61K
Net Calls Change
+$382K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$41.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$35.3M
5
HighTower Advisors
HighTower Advisors
Illinois
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$9.96M
3
SBH
Segall Bryant & Hamill
Illinois
-$8.12M
4
Millennium Management
Millennium Management
New York
-$7.95M
5
N
Nuveen
North Carolina
-$7.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
226
Parallel Advisors
California
$4.08K +$474 +15 +12%
PTC
227
Private Trust Company
Ohio
$3.94K – – –
RFG
228
RFP Financial Group
Georgia
$2.73K – – –
PFPT
229
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.64K – – –
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$2.17K – – –
IGWM
231
ICA Group Wealth Management
Colorado
$2.14K – – –
SFG
232
Steward Financial Group
Texas
$2K +$1.01K +32 +76%
FHA
233
First Horizon Advisors
Tennessee
$1.91K – – –
HNB
234
Huntington National Bank
Ohio
$1.8K +$379 +12 +23%
FRA
235
Front Row Advisors
California
$1K – – –
HCP
236
Hexagon Capital Partners
Arkansas
$787 -$158 -5 -15%
BIA
237
Bell Investment Advisors
California
$619 +$695 +22 New
SC
238
Schubert & Co
Texas
$563 -$916 -29 -59%
FFA
239
Farther Finance Advisors
California
$562 – – –
IRC
240
Investors Research Corp
Georgia
$562 – – –
ECM
241
Everence Capital Management
Indiana
$521 – – –
AP
242
Arlington Partners
Alabama
$506 – – –
DI
243
Disciplined Investments
Oklahoma
$506 +$95 +3 +20%
JWA
244
JFS Wealth Advisors
Pennsylvania
$338 -$2.15K -68 -85%
TWA
245
TCI Wealth Advisors
Arizona
$141 -$20.5K -650 -99%
SIC
246
SJS Investment Consulting
Ohio
$141 -$695 -22 -81%
TWP
247
TFO Wealth Partners
Ohio
$141 +$126 +4 +400%
DFCM
248
Dark Forest Capital Management
Puerto Rico
$28 +$32 +1 New
SVCP
249
Silicon Valley Capital Partners
California
$19 – – –
FGAM
250
Financial Gravity Asset Management
Texas
$4 +$885 +28 New
8 9
10
11 12

UCB Hedge Fund Activity: Q1 2023 in Review

249 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2023, worth a combined $2.72B — down 9.5% from $3B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UCB and 23 opened new positions — a net loss of 22 holders — while 66 trimmed existing stakes and 111 added.

The largest buyer was BlackRock, adding an estimated $41.8M. The largest seller was Goldman Sachs, cutting an estimated $17M.

  • 249 institutional investors held United Community Banks (UCB) as of Q1 2023, down from 276 in Q4 2022.
  • Funds reported $2.72B of United Community Banks stock for Q1 2023, down 9.5% quarter-over-quarter.
  • 23 funds opened new United Community Banks positions in Q1 2023 and 45 closed out, a net change of -22 holders.
  • The largest United Community Banks buyer in Q1 2023 was BlackRock, an estimated $41.8M added.
  • The largest United Community Banks seller in Q1 2023 was Goldman Sachs, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2023.