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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
HNW
251
High Note Wealth
Minnesota
$2.29K +$2.21K +71 New
FHA
252
First Horizon Advisors
Tennessee
$1.97K
HCP
253
Hexagon Capital Partners
Arkansas
$1.65K +$840 +27 +113%
WA
254
Whipplewood Advisors
Colorado
$1.32K +$1.27K +41 New
AWM
255
Abound Wealth Management
Tennessee
$1.29K +$1.24K +40 New
CSC
256
Caldwell Sutter Capital
California
$1.29K
WA
257
WPG Advisers
Maryland
$1.07K +$1.03K +33 New
BIA
258
Bell Investment Advisors
California
$1.03K +$467 +15 +88%
MG
259
Mather Group
Illinois
$1K
CFGS
260
Concourse Financial Group Securities
Alabama
$955
SIC
261
SJS Investment Consulting
Ohio
$744 -$93 -3 -12%
SS
262
SBI Securities
Japan
$679 +$653 +21 New
AF
263
Allworth Financial
California
$659
IRC
264
Investors Research Corp
Georgia
$646
IA
265
IFP Advisors
Florida
$614
AT
266
Arlington Trust
Alabama
$582
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$550 +$62 +2 +13%
HI
268
Harbour Investments
Wisconsin
$549
WCM
269
WealthTrak Capital Management
Virginia
$485 +$467 +15 New
PFBT
270
Parkside Financial Bank & Trust
Missouri
$324
AssetMark Inc
271
AssetMark Inc
California
$291 +$280 +9 New
GFPC
272
Global Financial Private Client
Florida
$226 +$218 +7 New
PWM
273
Parkworth Wealth Management
California
$65 +$62 +2 New
GRP
274
Global Retirement Partners
California
$32 -$435 -14 -93%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
-$3.57M -122,767 Closed

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.