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UCB

United Community Banks

242 hedge funds and large institutions have $2.42B invested in United Community Banks in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,600% more call options, than puts

Call options by funds: $74K | Put options by funds: $2K

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

3% less funds holding

Funds holding: 249242 (-7)

11% less capital invested

Capital invested by funds: $2.72B → $2.42B (-$296M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
85
Reduced
87
Closed
24
Calls
$74K
Puts
$2K
Net Calls
+$72K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
176
Cypress Capital Group
Florida
$219K
BCI
177
Brinker Capital Investments
Pennsylvania
$217K +$3.9K +157 +2%
OPS
178
Orion Portfolio Solutions
Nebraska
$217K +$3.9K +157 +2%
KBC Group
179
KBC Group
Belgium
$217K -$19.2K -773 -8%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$214K +$29.1K +1,171 +16%
CC
181
Centiva Capital
New York
$211K +$209K +8,431 New
SWA
182
Sutton Wealth Advisors
Florida
$210K +$209K +8,405 New
GCP
183
GSA Capital Partners
United Kingdom
$202K +$201K +8,100 New
BTI
184
Blue Trust Inc
Georgia
$195K +$3.7K +149 +2%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$158K +$16K +643 +11%
First Manhattan
186
First Manhattan
New York
$154K -$819 -33 -0.5%
OC
187
Oakworth Capital
Alabama
$139K +$138K +5,544 New
FCA
188
FinTrust Capital Advisors
South Carolina
$136K
HWA
189
HHM Wealth Advisors
Tennessee
$133K
SO
190
STRS Ohio
Ohio
$127K +$14.9K +600 +13%
AssetMark Inc
191
AssetMark Inc
California
$125K +$12K +484 +11%
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K
MFT
193
Moisand Fitzgerald Tamayo
Florida
$102K
FFA
194
Farther Finance Advisors
California
$92.3K +$91.1K +3,673 +18,365%
Jones Financial Companies
195
Jones Financial Companies
Missouri
$86.2K +$85.6K +3,450 New
TRCT
196
Tower Research Capital (TRC)
New York
$84.2K -$94.7K -3,815 -53%
LF
197
Lee Financial
Texas
$68.7K
HIA
198
Harbor Investment Advisory
Maryland
$49.9K
SOW
199
State of Wyoming
Wyoming
$47.4K +$9.68K +390 +26%
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$39K -$223 -9 -0.6%

UCB Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2023, worth a combined $2.42B — down 11% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UCB and 18 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 85 added.

The largest buyer was Fidelity Investments, adding an estimated $50.1M. The largest seller was Neuberger Berman Group, cutting an estimated $16.9M.

  • 242 institutional investors held United Community Banks (UCB) as of Q2 2023, down from 249 in Q1 2023.
  • Funds reported $2.42B of United Community Banks stock for Q2 2023, down 11% quarter-over-quarter.
  • 18 funds opened new United Community Banks positions in Q2 2023 and 24 closed out, a net change of -6 holders.
  • The largest United Community Banks buyer in Q2 2023 was Fidelity Investments, an estimated $50.1M added.
  • The largest United Community Banks seller in Q2 2023 was Neuberger Berman Group, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2023.