UCB

United Community Banks, Inc.
UCB

Overview Fund Activity

234 hedge funds and large institutions have $2.52B invested in United Community Banks, Inc. in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-7
Holders Change %
-2.9%
% 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
85
Reduced
74
Closed
21
Calls
$200K
Puts
$208K
Net Calls
-$8K
Net Calls Change
-$80K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
2
BlackRock
BlackRock
New York
$441M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$102M
4
Northern Trust
Northern Trust
Illinois
$48.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$45M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$55.5M
2
State Street
State Street
Massachusetts
$132M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$44M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.22M
5
Goldman Sachs
Goldman Sachs
New York
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
151
Wagner Wealth Management
South Carolina
$316K +$2.8K +110 +0.9%
II
152
Inspire Investing
Idaho
$308K -$11.1K -437 -3%
AIP
153
Ameritas Investment Partners
Nebraska
$292K +$49.3K +1,941 +20%
RFC
154
Regions Financial Corp
Alabama
$289K +$289K +11,370 New
RC
155
RBF Capital
California
$282K – – –
MM
156
Meridian Management
Arkansas
$278K – – –
RWS
157
Resolute Wealth Strategies
Mississippi
$264K +$2.39K +94 +0.9%
Stifel Financial
158
Stifel Financial
Missouri
$263K -$277K -10,904 -51%
FFA
159
Founders Financial Alliance
North Carolina
$256K – – –
SFA
160
Sequoia Financial Advisors
Ohio
$253K +$28.7K +1,128 +13%
OCM
161
Osterweis Capital Management
California
$248K – – –
RA
162
RFG Advisory
Alabama
$241K +$2.19K +86 +0.9%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$238K -$6.81K -268 -3%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$233K -$161K -6,362 -41%
AA
165
AlphaMark Advisors
Kentucky
$233K +$233K +9,189 New
DWP
166
Destiny Wealth Partners
Florida
$229K – – –
Allianz Asset Management
167
Allianz Asset Management
Germany
$229K +$229K +9,000 New
MWM
168
Modera Wealth Management
New Jersey
$226K -$15.7K -617 -6%
PA
169
Profund Advisors
Maryland
$223K -$40.7K -1,600 -15%
CCG
170
Cypress Capital Group
Florida
$222K – – –
BCI
171
Brinker Capital Investments
Pennsylvania
$218K -$2.82K -111 -1%
OPS
172
Orion Portfolio Solutions
Nebraska
$218K -$2.82K -111 -1%
CGH
173
Crossmark Global Holdings
Texas
$216K – – –
SWA
174
Sutton Wealth Advisors
Florida
$214K – – –
WS
175
Wedbush Securities
California
$211K +$211K +8,321 New
5 6
7
8 9