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UCB

United Community Banks
UCB

276 hedge funds and large institutions have $3B invested in United Community Banks in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

11% more funds holding

Funds holding: 248 → 276 (+28)

3% less capital invested

Capital invested by funds: $3.09B → $3B (-$85.8M)

94% less call options, than puts

Call options by funds: $20K | Put options by funds: $341K

Holders
276
Holders Change
+28
Holders Change %
+11.29%
% of All Funds
4.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
99
Reduced
84
Closed
14
Calls
$20K
Puts
$341K
Net Calls
-$321K
Net Calls Change
-$586K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$113M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$30.4M
3
Millennium Management
Millennium Management
New York
+$16.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.47M
5
EARNEST Partners
EARNEST Partners
Georgia
+$9.09M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$71.5M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$63.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$19.4M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$17.3M
5
Macquarie Group
Macquarie Group
Australia
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
126
GAMCO Investors
Connecticut
$777K – – –
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$775K – – –
US Bancorp
128
US Bancorp
Minnesota
$752K -$54K -1,487 -6%
MOACM
129
Mutual of America Capital Management
New York
$752K +$41.8K +1,151 +5%
LPL Financial
130
LPL Financial
California
$731K +$16.6K +457 +2%
Stifel Financial
131
Stifel Financial
Missouri
$719K +$291K +8,011 +60%
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$717K -$38.4K -1,059 -5%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$704K +$206K +5,679 +37%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$692K +$54.8K +1,510 +8%
AWM
135
Aprio Wealth Management
Georgia
$665K – – –
JC
136
JCSD Capital
California
$654K -$827K -22,800 -54%
RK
137
Rather & Kittrell
Tennessee
$614K – – –
GCM
138
Graham Capital Management
Connecticut
$608K +$653K +17,989 New
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$602K – – –
CSS
140
Cubist Systematic Strategies
Connecticut
$594K +$637K +17,565 New
CAG
141
Csenge Advisory Group
Florida
$583K -$154K -4,236 -20%
SM
142
Salzhauer Michael
$576K – – –
PIMG
143
Patriot Investment Management Group
Tennessee
$570K – – –
ProShare Advisors
144
ProShare Advisors
Maryland
$567K +$78.7K +2,168 +15%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$563K +$15.5K +426 +3%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$553K +$129K +3,557 +28%
NYLIM
147
New York Life Investment Management
New York
$551K +$66.6K +1,835 +13%
PL
148
Parkwood LLC
Ohio
$546K – – –
ACM
149
Aquatic Capital Management
Illinois
$544K +$584K +16,100 New
Osaic Holdings
150
Osaic Holdings
Arizona
$542K +$42.5K +1,170 +8%
4 5
6
7 8

UCB Hedge Fund Activity: Q4 2022 in Review

276 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2022, worth a combined $3B — down 2.8% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UCB positions and 14 closed out — a net gain of 30 holders — while 99 added to existing stakes and 84 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $113M. The largest seller was Janus Henderson Group, cutting an estimated $71.5M.

  • 276 institutional investors held United Community Banks (UCB) as of Q4 2022, up from 248 in Q3 2022.
  • Funds reported $3B of United Community Banks stock for Q4 2022, down 2.8% quarter-over-quarter.
  • 44 funds opened new United Community Banks positions in Q4 2022 and 14 closed out, a net change of +30 holders.
  • The largest United Community Banks buyer in Q4 2022 was Neuberger Berman Group, an estimated $113M added.
  • The largest United Community Banks seller in Q4 2022 was Janus Henderson Group, an estimated $71.5M sold.

Based on aggregated 13F filings for Q4 2022.