UCB

United Community Banks, Inc.
UCB

Overview Fund Activity

269 hedge funds and large institutions have $2.56B invested in United Community Banks, Inc. in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+16
Holders Change %
+6.32%
% of All Funds
3.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
73
Reduced
102
Closed
23
Calls
$1.47M
Puts
$176K
Net Calls
+$1.3M
Net Calls Change
+$830K

Top Buyers

1
Invesco
1
Invesco
Georgia
$29M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$14.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$251M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$132M
5
BlackRock
5
BlackRock
New York
$461M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$16.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$9.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.4M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
251
UMB Bank
Missouri
$1.45K +$1.45K +55 New
CSC
252
Caldwell Sutter Capital
California
$1.05K – – –
AF
253
Advisornet Financial
Minnesota
$1.05K +$527 +20 +100%
VNA
254
Valley National Advisers
Pennsylvania
$1K – – –
MG
255
Mather Group
Illinois
$907 +$907 +31 New
FRA
256
Front Row Advisors
California
$876 +$876 +33 New
GWM
257
Geneos Wealth Management
Colorado
$816 +$816 +31 New
SIC
258
SJS Investment Consulting
Ohio
$553 +$184 +7 +50%
AF
259
Allworth Financial
California
$527 – – –
IRC
260
Investors Research Corp
Georgia
$526 – – –
AT
261
Arlington Trust
Alabama
$474 – – –
AWM
262
Abound Wealth Management
Tennessee
$395 – – –
ECM
263
Everence Capital Management
Indiana
$377 -$110 -4,180 -23%
DPW
264
DiNuzzo Private Wealth
Pennsylvania
$316 +$26 +1 +9%
RIL
265
Rothschild Investment LLC
Illinois
$263 +$263 +10 New
A
266
AlphaQuest
New York
$211 +$211 +8 New
PFBT
267
Parkside Financial Bank & Trust
Missouri
$132 -$26 -1 -17%
TWP
268
TFO Wealth Partners
Ohio
$132 – – –
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$53 +$53 +2 New
Squarepoint
270
Squarepoint
New York
– -$994K -33,969 Closed
HAM
271
HoldCo Asset Management
Florida
– -$983K -33,608 Closed
AWM
272
Aprio Wealth Management
Georgia
– -$583K -19,938 Closed
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
– -$531K -18,153 Closed
MWM
274
Modera Wealth Management
New Jersey
– -$452K -15,445 Closed
First Manhattan
275
First Manhattan
New York
– -$417K -14,246 Closed
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