UCB

United Community Banks, Inc.
UCB

Overview Fund Activity

253 hedge funds and large institutions have $2.9B invested in United Community Banks, Inc. in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
77
Closed
21
Calls
$880K
Puts
$415K
Net Calls
+$465K
Net Calls Change
+$473K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.5M
2
State Street
State Street
Massachusetts
$176M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$20.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$133M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$264M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$1.07M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.02M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$33.3M
4
CAM
Cidel Asset Management
Ontario, Canada
$0
5
BlackRock
BlackRock
New York
$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
226
Colonial Trust Advisors
South Carolina
$7.93K – – –
EBA
227
Eagle Bay Advisors
New York
$7.8K -$41.3K -1,414 -84%
PH
228
Pinnacle Holdings
Oklahoma
$6.44K +$6.44K +220 New
CFGS
229
Concourse Financial Group Securities
Alabama
$4.78K +$590 +20 +14%
PTC
230
Private Trust Company
Ohio
$4.1K – – –
PA
231
Parallel Advisors
California
$3.69K – – –
BGAI
232
Bruce G. Allen Investments
Colorado
$3.19K +$3.19K +109 New
Bessemer Group
233
Bessemer Group
New Jersey
$3K +$379 +13 +14%
PFP
234
Pinnacle Financial Partners
Tennessee
$2.75K – – –
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$2.37K – – –
IGWM
236
ICA Group Wealth Management
Colorado
$2.22K +$2.22K +76 New
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.99K +$761 +26 +62%
FHA
238
First Horizon Advisors
Tennessee
$1.79K – – –
MA
239
MCF Advisors
Kentucky
$1.61K +$1.61K +55 New
HCP
240
Hexagon Capital Partners
Arkansas
$1.43K +$1.08K +37 +308%
PWMG
241
Private Wealth Management Group
New Jersey
$1.35K +$1.35K +46 New
CSC
242
Caldwell Sutter Capital
California
$1.17K – – –
VNA
243
Valley National Advisers
Pennsylvania
$1K +$1K +40 New
AF
244
Allworth Financial
California
$586 – – –
IRC
245
Investors Research Corp
Georgia
$585 – – –
AF
246
Advisornet Financial
Minnesota
$585 +$585 +20 New
AT
247
Arlington Trust
Alabama
$527 +$527 +18 New
AWM
248
Abound Wealth Management
Tennessee
$439 -$176 -6 -29%
SIC
249
SJS Investment Consulting
Ohio
$410 -$205 -7 -33%
DPW
250
DiNuzzo Private Wealth
Pennsylvania
$322 +$322 +11 New
7 8 9
10
11