We are live on ! Find out more
UCB

United Community Banks
UCB

254 hedge funds and large institutions have $2.9B invested in United Community Banks 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

112% more call options, than puts

Call options by funds: $880K | Put options by funds: $415K

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

15% more capital invested

Capital invested by funds: $2.52B → $2.9B (+$379M)

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

8% more funds holding

Funds holding: 235 → 254 (+19)

Holders
254
Holders Change
+19
Holders Change %
+8.09%
% of All Funds
3.7%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.7M
2
State Street
State Street
Massachusetts
+$20.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$18M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$24.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$18.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.1M
4
CAM
Cidel Asset Management
Ontario, Canada
-$10.1M
5
SAM
Silvercrest Asset Management
New York
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
151
Cetera Advisor Networks
California
$439K +$29.3K +1,147 +8%
First Manhattan
152
First Manhattan
New York
$417K – – –
US Bancorp
153
US Bancorp
Minnesota
$413K -$121K -4,735 -25%
Truist Financial
154
Truist Financial
North Carolina
$391K -$6.03K -236 -2%
II
155
Inspire Investing
Idaho
$382K +$24.1K +944 +8%
WWMSC
156
Wagner Wealth Management (South Carolina)
South Carolina
$367K +$2.78K +109 +0.9%
ACM
157
Aquatic Capital Management
Illinois
$366K +$319K +12,500 New
NYLIM
158
New York Life Investment Management
New York
$362K -$7.33K -287 -2%
MM
159
MQS Management
New York
$356K +$311K +12,167 New
AIP
160
Ameritas Investment Partners
Nebraska
$350K +$12.3K +481 +4%
CIBC Asset Management
161
CIBC Asset Management
Ontario, Canada
$346K +$302K +11,830 New
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$336K -$98.9K -3,874 -25%
RFC
163
Regions Financial Corp
Alabama
$331K -$1.25K -49 -0.4%
PA
164
Profund Advisors
Maryland
$328K +$61.4K +2,406 +27%
RC
165
RBF Capital
California
$325K – – –
OWM
166
OneAscent Wealth Management
Alabama
$320K -$255K -10,000 -48%
USAA
167
United Services Automobile Association
Texas
$307K +$268K +10,499 New
RJFSA
168
Raymond James Financial Services Advisors
Florida
$307K +$29.2K +1,144 +12%
RWS
169
Resolute Wealth Strategies
Mississippi
$307K +$2.48K +97 +0.9%
CCP
170
Carmel Capital Partners
California
$304K +$229K +8,963 +626%
MM
171
Meridian Management
Arkansas
$298K – – –
DCM
172
DGS Capital Management
New Jersey
$290K +$253K +9,912 New
Millennium Management
173
Millennium Management
New York
$286K -$7.17M -280,817 -97%
RA
174
RFG Advisory
Alabama
$280K +$2.19K +86 +0.9%
AA
175
AlphaMark Advisors
Kentucky
$279K +$8.55K +335 +4%
5 6
7
8 9

UCB Hedge Fund Activity: Q4 2023 in Review

254 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2023, worth a combined $2.9B — up 15% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UCB positions and 21 closed out — a net gain of 21 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.7M. The largest seller was Victory Capital Management, cutting an estimated $24.6M.

  • 254 institutional investors held United Community Banks (UCB) as of Q4 2023, up from 235 in Q3 2023.
  • Funds reported $2.9B of United Community Banks stock for Q4 2023, up 15% quarter-over-quarter.
  • 42 funds opened new United Community Banks positions in Q4 2023 and 21 closed out, a net change of +21 holders.
  • The largest United Community Banks buyer in Q4 2023 was Morgan Stanley, an estimated $28.7M added.
  • The largest United Community Banks seller in Q4 2023 was Victory Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2023.