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UCB

United Community Banks

242 hedge funds and large institutions have $2.42B invested in United Community Banks in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,600% more call options, than puts

Call options by funds: $74K | Put options by funds: $2K

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

3% less funds holding

Funds holding: 249242 (-7)

11% less capital invested

Capital invested by funds: $2.72B → $2.42B (-$296M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
85
Reduced
87
Closed
24
Calls
$74K
Puts
$2K
Net Calls
+$72K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
226
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.35K
Bessemer Group
227
Bessemer Group
New Jersey
$2K -$2.23K -90 -50%
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$1.92K
IGWM
229
ICA Group Wealth Management
Colorado
$1.9K
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$1.45K +$1.44K +58 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.15K +$844 +34 +283%
FRA
232
Front Row Advisors
California
$1K
BIA
233
Bell Investment Advisors
California
$550
AWM
234
Abound Wealth Management
Tennessee
$525 +$521 +21 New
IRC
235
Investors Research Corp
Georgia
$500
AP
236
Arlington Partners
Alabama
$450
DI
237
Disciplined Investments
Oklahoma
$400 -$50 -2 -11%
SIC
238
SJS Investment Consulting
Ohio
$400 +$273 +11 +220%
HCP
239
Hexagon Capital Partners
Arkansas
$225 -$471 -19 -68%
TWP
240
TFO Wealth Partners
Ohio
$125
HNB
241
Huntington National Bank
Ohio
$52 -$1.54K -62 -95%
HSBC Holdings
242
HSBC Holdings
United Kingdom
-$11.8M -423,619 Closed
ZIM
243
Zacks Investment Management
Illinois
-$1.53M -54,423 Closed
AI
244
Axiom Investors
Connecticut
-$1.51M -53,555 Closed
CIC
245
Canal Insurance Company
South Carolina
-$1.13M -40,000 Closed
SG Americas Securities
246
SG Americas Securities
New York
-$610K -21,692 Closed
XT
247
XTX Topco
Cayman Islands
-$420K -14,950 Closed
Walleye Capital
248
Walleye Capital
New York
-$413K -14,697 Closed
VanEck Associates
249
VanEck Associates
New York
-$366K -13,000 Closed
Creative Planning
250
Creative Planning
Kansas
-$365K -12,998 Closed

UCB Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2023, worth a combined $2.42B — down 11% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UCB and 18 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 85 added.

The largest buyer was Fidelity Investments, adding an estimated $50.1M. The largest seller was Neuberger Berman Group, cutting an estimated $16.9M.

  • 242 institutional investors held United Community Banks (UCB) as of Q2 2023, down from 249 in Q1 2023.
  • Funds reported $2.42B of United Community Banks stock for Q2 2023, down 11% quarter-over-quarter.
  • 18 funds opened new United Community Banks positions in Q2 2023 and 24 closed out, a net change of -6 holders.
  • The largest United Community Banks buyer in Q2 2023 was Fidelity Investments, an estimated $50.1M added.
  • The largest United Community Banks seller in Q2 2023 was Neuberger Berman Group, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2023.