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UCB

United Community Banks

218 hedge funds and large institutions have $2.6B invested in United Community Banks in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $2.51B → $2.6B (+$89.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 226218 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
218
Holders Change
-8
Holders Change %
-3.54%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
79
Reduced
76
Closed
27
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$157K +$35K +1,167 +32%
FCA
177
FinTrust Capital Advisors
South Carolina
$115K
SOW
178
State of Wyoming
Wyoming
$102K +$22.5K +751 +32%
SWA
179
Sutton Wealth Advisors
Florida
$77.7K
HIA
180
Harbor Investment Advisory
Maryland
$65K
VCM
181
Versant Capital Management
Arizona
$49K +$450 +15 +1%
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$44K +$1.2K +40 +3%
S
183
SignatureFD
Georgia
$36K +$16.5K +550 +100%
Lazard Asset Management
184
Lazard Asset Management
New York
$34K -$2.46K -82 -7%
FPS
185
Fieldpoint Private Securities
Connecticut
$29K
LWP
186
Lumature Wealth Partners
Georgia
$27K +$25.1K +836 New
HFS
187
Hantz Financial Services
Michigan
$22K
DFCM
188
Dark Forest Capital Management
Puerto Rico
$18K +$16.9K +563 New
PHK
189
Point72 Hong Kong
Hong Kong
$16K -$19.8K -660 -57%
ST
190
Sageworth Trust
Pennsylvania
$12K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$11K +$30 +1 +0.3%
PCG
192
Private Capital Group
Connecticut
$10K -$1.11K -37 -11%
BWA
193
BDO Wealth Advisors
Florida
$10K
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$1.56K +52 +20%
Bessemer Group
195
Bessemer Group
New Jersey
$10K +$8.9K +297 New
PH
196
Pinnacle Holdings
Oklahoma
$7.22K +$6.59K +220 New
QCG
197
Quadrant Capital Group
Ohio
$7K +$510 +17 +8%
CWC
198
Carolinas Wealth Consulting
North Carolina
$6K +$60 +2 +1%
EI
199
Ellevest Inc
New York
$6K +$1.98K +66 +53%
HR
200
Howe & Rusling
New York
$5K +$1.29K +43 +38%

UCB Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2021, worth a combined $2.6B — up 3.5% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UCB and 22 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 79 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $24.2M. The largest seller was Goldman Sachs, cutting an estimated $9.83M.

  • 218 institutional investors held United Community Banks (UCB) as of Q3 2021, down from 226 in Q2 2021.
  • Funds reported $2.6B of United Community Banks stock for Q3 2021, up 3.5% quarter-over-quarter.
  • 22 funds opened new United Community Banks positions in Q3 2021 and 27 closed out, a net change of -5 holders.
  • The largest United Community Banks buyer in Q3 2021 was Vaughan Nelson Investment Management, an estimated $24.2M added.
  • The largest United Community Banks seller in Q3 2021 was Goldman Sachs, an estimated $9.83M sold.

Based on aggregated 13F filings for Q3 2021.