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UCB

United Community Banks

231 hedge funds and large institutions have $3.03B invested in United Community Banks in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 61

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $2.6B → $3.03B (+$427M)

6% more funds holding

Funds holding: 218231 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
98
Reduced
61
Closed
24
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$207K +$201K +5,764 New
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$205K -$157K -4,508 -44%
SCM
178
Shelton Capital Management
Colorado
$203K +$198K +5,657 New
Osaic Holdings
179
Osaic Holdings
Arizona
$186K +$12.7K +364 +8%
SO
180
STRS Ohio
Ohio
$172K +$168K +4,800 New
JC
181
JCSD Capital
California
$151K -$307K -8,800 -68%
LWANC
182
Laurel Wealth Advisors (North Carolina)
North Carolina
$147K +$142K +4,077 New
MFT
183
Moisand Fitzgerald Tamayo
Florida
$146K +$142K +4,064 New
FCA
184
FinTrust Capital Advisors
South Carolina
$134K +$6.99K +200 +6%
SOW
185
State of Wyoming
Wyoming
$103K -$8.49K -243 -8%
EVM
186
Eaton Vance Management
Massachusetts
$89K +$10.8K +309 +14%
SWA
187
Sutton Wealth Advisors
Florida
$85.9K +$769 +22 +0.9%
HIA
188
Harbor Investment Advisory
Maryland
$72K
Lazard Asset Management
189
Lazard Asset Management
New York
$57K +$19.7K +563 +54%
VCM
190
Versant Capital Management
Arizona
$53K
Simplex Trading
191
Simplex Trading
Illinois
$44K +$43.2K +1,238 New
S
192
SignatureFD
Georgia
$39K
FPS
193
Fieldpoint Private Securities
Connecticut
$33K +$1.05K +30 +3%
LWP
194
Lumature Wealth Partners
Georgia
$30K
EWA
195
EverSource Wealth Advisors
Alabama
$22K +$20.9K +599 New
CT
196
Cambridge Trust
Massachusetts
$21K +$20.6K +590 New
HFS
197
Hantz Financial Services
Michigan
$15K -$9.4K -269 -39%
EBA
198
Eagle Bay Advisors
New York
$14K +$13.3K +382 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$12K
BWA
200
BDO Wealth Advisors
Florida
$11K

UCB Hedge Fund Activity: Q4 2021 in Review

231 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2021, worth a combined $3.03B — up 16% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UCB positions and 24 closed out — a net gain of 14 holders — while 98 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.8M. The largest seller was Janus Henderson Group, cutting an estimated $16M.

  • 231 institutional investors held United Community Banks (UCB) as of Q4 2021, up from 218 in Q3 2021.
  • Funds reported $3.03B of United Community Banks stock for Q4 2021, up 16% quarter-over-quarter.
  • 38 funds opened new United Community Banks positions in Q4 2021 and 24 closed out, a net change of +14 holders.
  • The largest United Community Banks buyer in Q4 2021 was JP Morgan Chase, an estimated $45.8M added.
  • The largest United Community Banks seller in Q4 2021 was Janus Henderson Group, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2021.