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UCB

United Community Banks
UCB

249 hedge funds and large institutions have $2.72B invested in United Community Banks in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% less capital invested

Capital invested by funds: $3B → $2.72B (-$285M)

10% less funds holding

Funds holding: 276 → 249 (-27)

49% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 45

Holders
249
Holders Change
-27
Holders Change %
-9.78%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
111
Reduced
66
Closed
45
Calls
$61K
Puts
–
Net Calls
+$61K
Net Calls Change
+$382K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$41.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$35.3M
5
HighTower Advisors
HighTower Advisors
Illinois
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$9.96M
3
SBH
Segall Bryant & Hamill
Illinois
-$8.12M
4
Millennium Management
Millennium Management
New York
-$7.95M
5
N
Nuveen
North Carolina
-$7.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
276
Everhart Financial Group
Ohio
– -$210K -6,214 Closed
DT
277
Diversified Trust
Tennessee
– -$209K -6,191 Closed
X
278
Xponance
Pennsylvania
– -$206K -6,086 Closed
FWIA
279
Fort Washington Investment Advisors
Ohio
– -$203K -6,000 Closed
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
– -$200K -5,931 Closed
QT
281
Quantbot Technologies
New York
– -$152K -4,487 Closed
MCC
282
Money Concepts Capital
Florida
– -$105K -3,099 Closed
SWA
283
Sutton Wealth Advisors
Florida
– -$80.6K -2,385 Closed
Simplex Trading
284
Simplex Trading
Illinois
– -$58.2K -1,843 Closed
IA
285
IFP Advisors
Florida
– -$59K -1,704 Closed
NA
286
NewEdge Advisors
Louisiana
– -$23.3K -688 Closed
PMEF
287
Point72 Middle East FZE
United Arab Emirates
– -$15K -443 Closed
KFI
288
Key Financial Inc
Pennsylvania
– -$10.7K -323 Closed
FA
289
Fiduciary Alliance
South Carolina
– -$5.79K -171 Closed
GRP
290
Global Retirement Partners
California
– -$4.87K -144 Closed
TC
291
Truvestments Capital
Florida
– -$4.7K -139 Closed
CS
292
Comerica Securities
Michigan
– -$3.98K -117 Closed
AWM
293
Accurate Wealth Management
Florida
– -$1.89K -55 Closed
Point72 Asset Management
294
Point72 Asset Management
Connecticut
– -$946 -28 Closed
8 9 10 11
12

UCB Hedge Fund Activity: Q1 2023 in Review

249 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2023, worth a combined $2.72B — down 9.5% from $3B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UCB and 23 opened new positions — a net loss of 22 holders — while 66 trimmed existing stakes and 111 added.

The largest buyer was BlackRock, adding an estimated $41.8M. The largest seller was Goldman Sachs, cutting an estimated $17M.

  • 249 institutional investors held United Community Banks (UCB) as of Q1 2023, down from 276 in Q4 2022.
  • Funds reported $2.72B of United Community Banks stock for Q1 2023, down 9.5% quarter-over-quarter.
  • 23 funds opened new United Community Banks positions in Q1 2023 and 45 closed out, a net change of -22 holders.
  • The largest United Community Banks buyer in Q1 2023 was BlackRock, an estimated $41.8M added.
  • The largest United Community Banks seller in Q1 2023 was Goldman Sachs, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2023.