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UCB

United Community Banks

225 hedge funds and large institutions have $2.64B invested in United Community Banks in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

23% more capital invested

Capital invested by funds: $2.15B → $2.64B (+$491M)

7% more funds holding

Funds holding: 211225 (+14)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

Holders
225
Holders Change
+14
Holders Change %
+6.64%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
76
Reduced
76
Closed
18
Calls
$843K
Puts
Net Calls
+$843K
Net Calls Change
+$838K
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
176
Fort Washington Investment Advisors
Ohio
$205K +$197K +6,000 New
TRCT
177
Tower Research Capital (TRC)
New York
$196K -$54.7K -1,666 -22%
FCA
178
FinTrust Capital Advisors
South Carolina
$120K -$427 -13 -0.4%
Acadian Asset Management
179
Acadian Asset Management
Massachusetts
$102K -$1.43M -43,648 -94%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$98K +$69.9K +2,127 +289%
SWA
181
Sutton Wealth Advisors
Florida
$80.8K
HIA
182
Harbor Investment Advisory
Maryland
$68K
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$50K -$19.4K -591 -29%
VCM
184
Versant Capital Management
Arizona
$50K
Lazard Asset Management
185
Lazard Asset Management
New York
$38K
FC
186
FORA Capital
Florida
$32K +$31K +945 New
FPS
187
Fieldpoint Private Securities
Connecticut
$31K +$985 +30 +3%
NFSG
188
Newbridge Financial Services Group
Florida
$30K +$29K +884 New
LWP
189
Lumature Wealth Partners
Georgia
$29K +$27.5K +836 New
MFT
190
Moisand Fitzgerald Tamayo
Florida
$28K
PHK
191
Point72 Hong Kong
Hong Kong
$22K -$29.3K -891 -58%
QT
192
Quantbot Technologies
New York
$22K +$22.1K +672 New
S
193
SignatureFD
Georgia
$19K
EP
194
Eudaimonia Partners
Tennessee
$17K +$16.4K +500 New
EVM
195
Eaton Vance Management
Massachusetts
$15K +$14.2K +433 New
PCG
196
Private Capital Group
Connecticut
$12K -$3.88K -118 -25%
BWA
197
BDO Wealth Advisors
Florida
$10K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$10K
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$9K
PH
200
Pinnacle Holdings
Oklahoma
$7.51K +$7.22K +220 New

UCB Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2021, worth a combined $2.64B — up 23% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UCB positions and 18 closed out — a net gain of 15 holders — while 76 added to existing stakes and 76 trimmed.

The largest buyer was State Street, adding an estimated $33.1M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $15M sold.

  • 225 institutional investors held United Community Banks (UCB) as of Q1 2021, up from 211 in Q4 2020.
  • Funds reported $2.64B of United Community Banks stock for Q1 2021, up 23% quarter-over-quarter.
  • 33 funds opened new United Community Banks positions in Q1 2021 and 18 closed out, a net change of +15 holders.
  • The largest United Community Banks buyer in Q1 2021 was State Street, an estimated $33.1M added.
  • The largest United Community Banks seller in Q1 2021 was Arrowstreet Capital, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2021.