We are live on ! Find out more
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
OWM
126
OneAscent Wealth Management
Alabama
$533K – – –
MOACM
127
Mutual of America Capital Management
New York
$529K -$45K -1,662 -7%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$526K +$50.7K +1,870 +10%
AWM
129
Aprio Wealth Management
Georgia
$507K – – –
US Bancorp
130
US Bancorp
Minnesota
$479K -$33.3K -1,228 -6%
RK
131
Rather & Kittrell
Tennessee
$461K – – –
PIMG
132
Patriot Investment Management Group
Tennessee
$454K – – –
OQS
133
Occudo Quantitative Strategies
Florida
$453K -$54.8K -2,024 -10%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$452K – – –
CAG
135
Csenge Advisory Group
Florida
$448K +$4.01K +148 +0.8%
SM
136
Salzhauer Michael
$433K – – –
PL
137
Parkwood LLC
Ohio
$410K – – –
HC
138
Henshaw Capital
Massachusetts
$404K +$159K +5,850 +58%
Pictet Asset Management
139
Pictet Asset Management
Switzerland
$397K +$423K +15,628 New
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$391K -$613K -22,621 -60%
Capstone Investment Advisors
141
Capstone Investment Advisors
New York
$383K +$408K +15,058 New
JC
142
JCSD Capital
California
$381K -$117K -4,335 -22%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$377K – – –
Amundi
144
Amundi
France
$374K +$11.2K +413 +3%
IIC
145
Integrated Investment Consultants
Michigan
$374K +$62.1K +2,291 +18%
First Manhattan
146
First Manhattan
New York
$362K +$219K +8,079 +131%
MNBTD
147
Moody National Bank Trust Division
Texas
$362K – – –
CAN
148
Cetera Advisor Networks
California
$352K +$21K +775 +6%
Truist Financial
149
Truist Financial
North Carolina
$345K -$15.4K -568 -4%
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$342K +$118K +4,367 +48%
4 5
6
7 8

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.