We are live on ! Find out more
UCB

United Community Banks

273 hedge funds and large institutions have $3.34B invested in United Community Banks in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $2.85B → $3.34B (+$491M)

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

4.47% more ownership

Funds ownership: 82.25%86.72% (+4.5%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

1% less funds holding

Funds holding: 275273 (-2)

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
98
Reduced
89
Closed
31
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
HC
151
Henshaw Capital
Massachusetts
$514K
US Bancorp
152
US Bancorp
Minnesota
$512K +$125K +4,031 +34%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$508K +$52.2K +1,677 +12%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$500K -$49.3K -1,586 -9%
IIC
155
Integrated Investment Consultants
Michigan
$498K -$24.2K -778 -5%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$498K -$38.1K -1,226 -7%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$471K -$32.9K -1,057 -7%
Truist Financial
158
Truist Financial
North Carolina
$466K +$498 +16 +0.1%
EFG
159
Everhart Financial Group
Ohio
$452K +$93.9K +3,019 +27%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$451K +$180K +5,787 +71%
CM
161
Crestline Management
Texas
$410K +$395K +12,700 New
AIP
162
Ameritas Investment Partners
Nebraska
$404K +$12.3K +396 +3%
II
163
Inspire Investing
Idaho
$400K -$56K -1,800 -13%
ODG
164
O'Dell Group
Ohio
$397K
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$380K +$18.8K +603 +5%
CWM
166
CIBC World Markets
New York
$362K +$348K +11,194 New
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$358K +$36K +1,158 +12%
OWM
168
OneAscent Wealth Management
Alabama
$349K
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$329K -$139K -4,469 -30%
RWS
170
Resolute Wealth Strategies
Mississippi
$328K +$2.67K +86 +0.9%
WWMSC
171
Wagner Wealth Management (South Carolina)
South Carolina
$328K -$13.7K -442 -4%
RC
172
RBF Capital
California
$323K -$34.2K -1,100 -10%
AQR Capital Management
173
AQR Capital Management
Connecticut
$310K +$299K +9,605 New
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$308K +$297K +9,551 New
Allianz Asset Management
175
Allianz Asset Management
Germany
$297K -$236K -7,600 -45%

UCB Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2024, worth a combined $3.34B — up 17% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UCB positions and 31 closed out — a net gain of 2 holders — while 98 added to existing stakes and 89 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $143M. The largest seller was Fidelity Investments, cutting an estimated $32.4M.

  • 273 institutional investors held United Community Banks (UCB) as of Q4 2024, down from 275 in Q3 2024.
  • Funds reported $3.34B of United Community Banks stock for Q4 2024, up 17% quarter-over-quarter.
  • 33 funds opened new United Community Banks positions in Q4 2024 and 31 closed out, a net change of +2 holders.
  • The largest United Community Banks buyer in Q4 2024 was Capital Research Global Investors, an estimated $143M added.
  • The largest United Community Banks seller in Q4 2024 was Fidelity Investments, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2024.