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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
Principal Financial Group
26
Principal Financial Group
Iowa
$18.7M +$515K +16,566 +3%
Bank of America
27
Bank of America
North Carolina
$16.5M -$1.28M -41,205 -7%
MIIM
28
Mesirow Institutional Investment Management
Illinois
$15.7M +$15.1M +486,974 New
Millennium Management
29
Millennium Management
New York
$15.7M -$9.93M -319,157 -40%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$13.6M -$77K -2,476 -0.6%
SEI Investments
31
SEI Investments
Pennsylvania
$11.9M +$1.73M +55,556 +18%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$11.8M +$15.4K +495 +0.1%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$11.5M -$918K -29,514 -8%
Legal & General Group
34
Legal & General Group
United Kingdom
$10.7M +$163K +5,225 +2%
Ameriprise
35
Ameriprise
Minnesota
$10.7M -$734K -23,610 -7%
N
36
Nuveen
North Carolina
$10.4M +$29.8K +958 +0.3%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.6M +$1.38M +44,319 +18%
UBS AM
38
UBS AM
Illinois
$8.89M +$1.65M +53,030 +24%
Raymond James Financial
39
Raymond James Financial
Florida
$8.68M +$8.35M +268,515 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$8.5M +$406K +13,051 +5%
ProShare Advisors
41
ProShare Advisors
Maryland
$8.49M -$152K -4,883 -2%
Barclays
42
Barclays
United Kingdom
$8.13M +$294K +9,446 +4%
Citigroup
43
Citigroup
New York
$7.7M +$921K +29,599 +14%
Swiss National Bank
44
Swiss National Bank
Switzerland
$7.57M +$52.9K +1,700 +0.7%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$7.57M -$14.1M -452,754 -66%
William Blair & Company
46
William Blair & Company
Illinois
$6.99M
PCM
47
Peregrine Capital Management
Minnesota
$6.82M +$245K +7,893 +4%
UBS Group
48
UBS Group
Switzerland
$6.41M +$2.69M +86,372 +77%
Wells Fargo
49
Wells Fargo
California
$6.39M +$398K +12,789 +7%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$6.07M +$199K +6,388 +4%

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.