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UCB

United Community Banks

242 hedge funds and large institutions have $2.42B invested in United Community Banks in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,600% more call options, than puts

Call options by funds: $74K | Put options by funds: $2K

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

3% less funds holding

Funds holding: 249242 (-7)

11% less capital invested

Capital invested by funds: $2.72B → $2.42B (-$296M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
85
Reduced
87
Closed
24
Calls
$74K
Puts
$2K
Net Calls
+$72K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$17.3M -$205K -8,269 -1%
N
27
Nuveen
North Carolina
$15.9M +$180K +7,261 +1%
Ameriprise
28
Ameriprise
Minnesota
$12.2M -$736K -29,655 -6%
Invesco
29
Invesco
Georgia
$11.6M -$228K -9,174 -2%
Bank of America
30
Bank of America
North Carolina
$11.6M -$2.32M -93,390 -17%
JP Morgan Chase
31
JP Morgan Chase
New York
$11.6M -$461K -18,577 -4%
BNP Paribas Asset Management
32
BNP Paribas Asset Management
France
$10.7M -$3.08M -124,008 -22%
CIP
33
Chartwell Investment Partners
Pennsylvania
$10.6M -$349K -14,050 -3%
SEI Investments
34
SEI Investments
Pennsylvania
$9.73M +$4.84K +195 +0.1%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$9.56M +$1.74M +70,124 +22%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$8.93M +$141K +5,694 +2%
PCM
37
Peregrine Capital Management
Minnesota
$8.33M -$342K -13,765 -4%
CAM
38
Cidel Asset Management
Ontario, Canada
$8.33M -$45K -1,812 -0.5%
Legal & General Group
39
Legal & General Group
United Kingdom
$8.16M +$45.4K +1,829 +0.6%
HighTower Advisors
40
HighTower Advisors
Illinois
$8.03M -$352K -14,166 -4%
ProShare Advisors
41
ProShare Advisors
Maryland
$8.01M +$7.57M +305,036 +1,949%
SAM
42
Silvercrest Asset Management
New York
$7.36M +$365K +14,709 +5%
MIIM
43
Mesirow Institutional Investment Management
Illinois
$7.09M +$839K +33,795 +14%
ZCM
44
Ziegler Capital Management
Illinois
$6.87M -$1.61M -64,981 -19%
First Trust Advisors
45
First Trust Advisors
Illinois
$6.77M +$3.81M +153,728 +131%
VNIM
46
Vaughan Nelson Investment Management
Texas
$6.5M -$4.99M -201,148 -44%
Swiss National Bank
47
Swiss National Bank
Switzerland
$6.26M +$536K +21,600 +9%
American Century Companies
48
American Century Companies
Missouri
$5.42M +$315K +12,687 +6%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.11M +$55.8K +2,248 +1%
Prudential Financial
50
Prudential Financial
New Jersey
$4.73M +$983K +39,606 +35%

UCB Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2023, worth a combined $2.42B — down 11% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UCB and 18 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 85 added.

The largest buyer was Fidelity Investments, adding an estimated $50.1M. The largest seller was Neuberger Berman Group, cutting an estimated $16.9M.

  • 242 institutional investors held United Community Banks (UCB) as of Q2 2023, down from 249 in Q1 2023.
  • Funds reported $2.42B of United Community Banks stock for Q2 2023, down 11% quarter-over-quarter.
  • 18 funds opened new United Community Banks positions in Q2 2023 and 24 closed out, a net change of -6 holders.
  • The largest United Community Banks buyer in Q2 2023 was Fidelity Investments, an estimated $50.1M added.
  • The largest United Community Banks seller in Q2 2023 was Neuberger Berman Group, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2023.