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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
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$20.3M -$796K -25,174 -3%
Morgan Stanley
27
Morgan Stanley
New York
$19.7M -$5.29M -167,417 -19%
N
28
Nuveen
North Carolina
$17.6M -$7.01M -221,970 -26%
Bank of America
29
Bank of America
North Carolina
$15.7M +$2.52M +79,613 +17%
BNP Paribas Asset Management
30
BNP Paribas Asset Management
France
$15.6M -$629K -19,919 -3%
Ameriprise
31
Ameriprise
Minnesota
$14.6M -$322K -10,189 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$13.5M +$7.54M +238,451 +98%
Invesco
33
Invesco
Georgia
$13.3M -$408K -12,919 -3%
VNIM
34
Vaughan Nelson Investment Management
Texas
$13M -$5.48M -173,470 -27%
CIP
35
Chartwell Investment Partners
Pennsylvania
$12.3M -$316K -10,001 -2%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$11.8M +$6.54M +206,868 +95%
SEI Investments
37
SEI Investments
Pennsylvania
$10.9M +$585K +18,499 +5%
Millennium Management
38
Millennium Management
New York
$10.7M -$7.95M -251,658 -40%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$9.89M +$883K +27,932 +9%
PCM
40
Peregrine Capital Management
Minnesota
$9.76M +$1.67M +52,908 +18%
ZCM
41
Ziegler Capital Management
Illinois
$9.56M -$162K -5,120 -1%
HighTower Advisors
42
HighTower Advisors
Illinois
$9.43M +$10.4M +328,414 +4,677%
CAM
43
Cidel Asset Management
Ontario, Canada
$9.42M -$2.76M -87,334 -21%
Legal & General Group
44
Legal & General Group
United Kingdom
$9.13M +$591K +18,697 +6%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$8.78M -$180K -5,685 -2%
SAM
46
Silvercrest Asset Management
New York
$7.87M -$151K -4,769 -2%
MIIM
47
Mesirow Institutional Investment Management
Illinois
$7.02M +$236K +7,455 +3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$6.44M -$853K -27,000 -11%
GC
49
Guggenheim Capital
Illinois
$5.94M -$1.34M -42,445 -17%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$5.75M +$3.44M +108,843 +114%
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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.