UCB

United Community Banks, Inc.
UCB

Overview Fund Activity

253 hedge funds and large institutions have $2.9B invested in United Community Banks, Inc. in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+19
Holders Change %
+8.12%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
88
Reduced
77
Closed
21
Calls
$880K
Puts
$415K
Net Calls
+$465K
Net Calls Change
+$473K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.5M
2
State Street
State Street
Massachusetts
$176M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$20.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$133M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$264M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$1.07M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.02M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$33.3M
4
CAM
Cidel Asset Management
Ontario, Canada
$0
5
BlackRock
BlackRock
New York
$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
151
First Manhattan
New York
$417K – – –
US Bancorp
152
US Bancorp
Minnesota
$413K -$139K -4,735 -25%
Truist Financial
153
Truist Financial
North Carolina
$391K -$6.91K -236 -2%
II
154
Inspire Investing
Idaho
$382K +$27.6K +944 +8%
WWM
155
Wagner Wealth Management
South Carolina
$367K +$3.19K +109 +0.9%
ACM
156
Aquatic Capital Management
Illinois
$366K +$366K +12,500 New
NYLIM
157
New York Life Investment Management
New York
$362K -$8.4K -287 -2%
MM
158
MQS Management
New York
$356K +$356K +12,167 New
AIP
159
Ameritas Investment Partners
Nebraska
$350K +$14.1K +481 +4%
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$346K +$346K +11,830 New
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$336K -$113K -3,874 -25%
RFC
162
Regions Financial Corp
Alabama
$331K -$1.43K -49 -0.4%
PA
163
Profund Advisors
Maryland
$328K +$70.4K +2,406 +27%
RC
164
RBF Capital
California
$325K – – –
OWM
165
OneAscent Wealth Management
Alabama
$320K -$297K -10,000 -48%
USAA
166
United Services Automobile Association
Texas
$307K +$307K +10,499 New
RJFSA
167
Raymond James Financial Services Advisors
Florida
$307K +$33.5K +1,144 +12%
RWS
168
Resolute Wealth Strategies
Mississippi
$307K +$2.84K +97 +0.9%
CCP
169
Carmel Capital Partners
California
$304K +$262K +8,963 +626%
MM
170
Meridian Management
Arkansas
$298K – – –
DCM
171
DGS Capital Management
New Jersey
$290K +$290K +9,912 New
Millennium Management
172
Millennium Management
New York
$286K -$8.22M -280,817 -97%
RA
173
RFG Advisory
Alabama
$280K +$2.52K +86 +0.9%
AA
174
AlphaMark Advisors
Kentucky
$279K +$9.81K +335 +4%
GFS
175
GYL Financial Synergies
Connecticut
$261K +$261K +8,923 New
5 6
7
8 9