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UCB

United Community Banks
UCB

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
235
Holders Change
-7
Holders Change %
-2.89%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
86
Reduced
74
Closed
21
Calls
$200K
Puts
$208K
Net Calls
-$8K
Net Calls Change
-$80K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.3M
2
BlackRock
BlackRock
New York
+$15.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.3M
4
Northern Trust
Northern Trust
Illinois
+$9.13M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.19M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$8.09M
2
State Street
State Street
Massachusetts
-$7.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.91M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.9M
5
Goldman Sachs
Goldman Sachs
New York
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$2.19M +$71.9K +2,654 +3%
CI
77
Cambiar Investors
Colorado
$2.19M +$211K +7,790 +10%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$2.16M -$1.16M -42,938 -34%
WA
79
Waverly Advisors
Alabama
$2.13M -$229K -8,463 -9%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.02M -$1.37M -50,709 -39%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$1.95M +$153K +5,657 +8%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$1.88M -$46.3K -1,710 -2%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$1.76M +$157K +5,806 +9%
IMRF
84
Illinois Municipal Retirement Fund
Illinois
$1.75M +$1.86M +68,692 New
AIG
85
American International Group
New York
$1.62M +$41.6K +1,536 +2%
MIM
86
MetLife Investment Management
New Jersey
$1.55M – – –
DG
87
DMC Group
Alabama
$1.54M – – –
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$1.54M +$2.71K +100 +0.2%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$1.53M +$129K +4,771 +9%
MAG
90
Mayfair Advisory Group
Alabama
$1.5M – – –
YCM
91
Yousif Capital Management
Michigan
$1.5M -$51.9K -1,914 -3%
Mariner
92
Mariner
Kansas
$1.49M -$20.7K -763 -1%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48M +$322K +11,891 +26%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.46M -$452K -16,684 -22%
Comerica Bank
95
Comerica Bank
Texas
$1.43M +$901K +33,239 +145%
Deutsche Bank
96
Deutsche Bank
Germany
$1.38M +$189K +6,987 +15%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$1.31M – – –
OAM
98
Oppenheimer Asset Management
New York
$1.31M +$187K +6,889 +15%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$1.27M +$497K +18,345 +58%
AB
100
Amalgamated Bank
New York
$1.17M -$704 -26 -0.1%
2 3
4
5 6

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.