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UCB

United Community Banks

275 hedge funds and large institutions have $2.85B invested in United Community Banks in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

82.25% more ownership

Funds ownership: 0%82.25% (+82%)

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.48B → $2.85B (+$369M)

7% more funds holding

Funds holding: 258275 (+17)

6% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 83

Holders
275
Holders Change
+17
Holders Change %
+6.59%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
88
Reduced
83
Closed
29
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$2.59K +$402 +14 +19%
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$2.35K
PWMG
253
Private Wealth Management Group
New Jersey
$2.09K
JWA
254
JFS Wealth Advisors
Pennsylvania
$2.04K +$57 +2 +3%
BCMLT
255
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K +$2.01K +70 New
HWM
256
Hemington Wealth Management
Virginia
$2K +$2.44K +85 New
FHA
257
First Horizon Advisors
Tennessee
$1.77K
CSC
258
Caldwell Sutter Capital
California
$1.16K
CPA
259
Capital Performance Advisors
California
$1.08K +$1.06K +37 New
MG
260
Mather Group
Illinois
$901
CFGS
261
Concourse Financial Group Securities
Alabama
$850 -$2.35K -82 -74%
SIC
262
SJS Investment Consulting
Ohio
$757 +$144 +5 +24%
HCP
263
Hexagon Capital Partners
Arkansas
$698 +$29 +1 +4%
AF
264
Allworth Financial
California
$582
IRC
265
Investors Research Corp
Georgia
$582
AT
266
Arlington Trust
Alabama
$523
BIA
267
Bell Investment Advisors
California
$495 +$488 +17 New
HI
268
Harbour Investments
Wisconsin
$494 +$488 +17 New
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$437
GRP
270
Global Retirement Partners
California
$436
PFBT
271
Parkside Financial Bank & Trust
Missouri
$291
MFG
272
Mendota Financial Group
Wisconsin
$291 +$287 +10 New
CA
273
Claris Advisors
Missouri
$174 +$172 +6 New
AF
274
Advisornet Financial
Minnesota
$145 -$1K -35 -88%
Voloridge Investment Management
275
Voloridge Investment Management
Florida
-$2.49M -97,631 Closed

UCB Hedge Fund Activity: Q3 2024 in Review

275 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2024, worth a combined $2.85B — up 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UCB positions and 29 closed out — a net gain of 18 holders — while 88 added to existing stakes and 83 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $19.7M. The largest seller was Janus Henderson Group, cutting an estimated $34.1M.

  • 275 institutional investors held United Community Banks (UCB) as of Q3 2024, up from 258 in Q2 2024.
  • Funds reported $2.85B of United Community Banks stock for Q3 2024, up 15% quarter-over-quarter.
  • 47 funds opened new United Community Banks positions in Q3 2024 and 29 closed out, a net change of +18 holders.
  • The largest United Community Banks buyer in Q3 2024 was Assenagon Asset Management, an estimated $19.7M added.
  • The largest United Community Banks seller in Q3 2024 was Janus Henderson Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2024.