United Community Banks
235 hedge funds and large institutions have $2.52B invested in United Community Banks in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 74 reducing their positions, and 21 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 74
4% more capital invested
Capital invested by funds: $2.42B → $2.52B (+$92.5M)
4% less call options, than puts
Call options by funds: $200K | Put options by funds: $208K
3% less funds holding
Funds holding: 242 → 235 (-7)
19% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.3M |
| 2 |
BlackRock
New York
|
+$15.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$9.13M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$7.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$8.09M |
| 2 |
State Street
Boston,
Massachusetts
|
-$7.97M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.91M |
| 4 |
JP Morgan Chase
New York
|
-$5.9M |
| 5 |
Goldman Sachs
New York
|
-$5.36M |
UCB Hedge Fund Activity: Q3 2023 in Review
235 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2023, worth a combined $2.52B — up 3.8% from $2.42B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of UCB and 17 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 86 added.
The largest buyer was Fidelity Investments, adding an estimated $30.3M. The largest seller was Principal Financial Group, cutting an estimated $8.09M.
- 235 institutional investors held United Community Banks (UCB) as of Q3 2023, down from 242 in Q2 2023.
- Funds reported $2.52B of United Community Banks stock for Q3 2023, up 3.8% quarter-over-quarter.
- 17 funds opened new United Community Banks positions in Q3 2023 and 21 closed out, a net change of -4 holders.
- The largest United Community Banks buyer in Q3 2023 was Fidelity Investments, an estimated $30.3M added.
- The largest United Community Banks seller in Q3 2023 was Principal Financial Group, an estimated $8.09M sold.
Based on aggregated 13F filings for Q3 2023.