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UCB

United Community Banks

273 hedge funds and large institutions have $3.34B invested in United Community Banks in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $2.85B → $3.34B (+$491M)

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

4.47% more ownership

Funds ownership: 82.25%86.72% (+4.5%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

1% less funds holding

Funds holding: 275273 (-2)

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
98
Reduced
89
Closed
31
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
226
LGT Financial Advisors
Texas
$21.5K
RTC
227
Riverview Trust Company
Washington
$20.9K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$19.7K +$871 +28 +5%
CT
229
Colonial Trust
South Carolina
$19.4K
S
230
SignatureFD
Georgia
$16.4K
C
231
Covestor
United Kingdom
$16K +$93 +3 +0.6%
HCA
232
Harbor Capital Advisors
Illinois
$14K +$1.74K +56 +15%
Bessemer Group
233
Bessemer Group
New Jersey
$14K +$5.66K +182 +69%
HNB
234
Huntington National Bank
Ohio
$12.1K +$933 +30 +9%
UB
235
UMB Bank
Missouri
$10.7K
HFS
236
Hantz Financial Services
Michigan
$6K
RIL
237
Rothschild Investment LLC
Illinois
$5.98K +$2.02K +65 +54%
A
238
AlphaQuest
New York
$5.59K -$2.88M -92,661 -100%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$5.43K +$5.22K +168 New
PTC
240
Private Trust Company
Ohio
$4.52K
PA
241
Parallel Advisors
California
$4.14K
EBA
242
Eagle Bay Advisors
New York
$3.25K +$280 +9 +10%
DB
243
Danske Bank
Denmark
$3.23K -$46.7K -1,500 -94%
CWC
244
Carolinas Wealth Consulting
North Carolina
$3.09K -$6.94K -223 -70%
HWM
245
Hemington Wealth Management
Virginia
$3K +$1.15K +37 +44%
PS
246
Principal Securities
Iowa
$2.91K +$31 +1 +1%
PFPT
247
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.73K
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$2.62K
JWA
249
JFS Wealth Advisors
Pennsylvania
$2.58K +$311 +10 +14%
PWMG
250
Private Wealth Management Group
New Jersey
$2.33K

UCB Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2024, worth a combined $3.34B — up 17% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UCB positions and 31 closed out — a net gain of 2 holders — while 98 added to existing stakes and 89 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $143M. The largest seller was Fidelity Investments, cutting an estimated $32.4M.

  • 273 institutional investors held United Community Banks (UCB) as of Q4 2024, down from 275 in Q3 2024.
  • Funds reported $3.34B of United Community Banks stock for Q4 2024, up 17% quarter-over-quarter.
  • 33 funds opened new United Community Banks positions in Q4 2024 and 31 closed out, a net change of +2 holders.
  • The largest United Community Banks buyer in Q4 2024 was Capital Research Global Investors, an estimated $143M added.
  • The largest United Community Banks seller in Q4 2024 was Fidelity Investments, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2024.