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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
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$1.47M +$54.7K +1,730 +3%
Citigroup
102
Citigroup
New York
$1.47M -$390K -12,344 -19%
AB
103
Amalgamated Bank
New York
$1.34M -$19.6K -620 -1%
MSRPS
104
Maryland State Retirement & Pension System
Maryland
$1.3M +$77K +2,437 +6%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$1.3M +$21.5K +680 +1%
OAM
106
Oppenheimer Asset Management
New York
$1.29M +$122K +3,874 +9%
OQS
107
Occudo Quantitative Strategies
Florida
$1.27M +$1.43M +45,151 New
WG
108
Welch Group
Alabama
$1.25M +$109K +3,465 +8%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M +$13.1K +416 +1%
SDIC
110
South Dakota Investment Council
South Dakota
$1.18M – – –
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.14M +$218K +6,900 +20%
CIC
112
Canal Insurance Company
South Carolina
$1.13M – – –
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$1.04M +$57K +1,804 +5%
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$1.03M +$12.6K +398 +1%
HAM
115
HoldCo Asset Management
Florida
$945K – – –
FLI
116
Family Legacy Inc
South Carolina
$918K +$58K +1,836 +6%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$898K – – –
ASRS
118
Arizona State Retirement System
Arizona
$865K +$26.4K +835 +3%
CRC
119
Curi RMB Capital
Illinois
$844K -$316K -10,000 -25%
SWM
120
Sugarloaf Wealth Management
Georgia
$795K +$822 +26 +0.1%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$752K +$66K +2,087 +9%
LPL Financial
122
LPL Financial
California
$709K +$113K +3,581 +17%
MOACM
123
Mutual of America Capital Management
New York
$666K +$44.8K +1,419 +6%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$654K +$76.5K +2,421 +12%
YMRC
125
Yorktown Management & Research Company
Virginia
$652K – – –
3 4
5
6 7

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.