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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
CCG
176
Cypress Capital Group
Florida
$283K -$4.17K -134 -2%
Two Sigma Investments
177
Two Sigma Investments
New York
$281K -$689K -22,167 -72%
X
178
Xponance
Pennsylvania
$278K +$26.4K +849 +11%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$276K +$2.02K +65 +0.8%
CWG
180
Cornerstone Wealth Group
North Carolina
$275K +$3.67K +118 +1%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$273K +$1.43K +46 +0.5%
CGH
182
Crossmark Global Holdings
Texas
$259K
PP
183
Patten & Patten
Tennessee
$255K
CA
184
Clearstead Advisors
Ohio
$248K
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$247K
Cerity Partners
186
Cerity Partners
New York
$246K -$156K -5,015 -37%
RCM
187
Ridgepath Capital Management
Tennessee
$238K -$80.6K -2,591 -26%
ET
188
Equitable Trust
Tennessee
$234K
ECM
189
Everence Capital Management
Indiana
$234K -$150K -4,810 -40%
WS
190
Wedbush Securities
California
$233K
BCI
191
Brinker Capital Investments
Pennsylvania
$232K -$684 -22 -0.3%
OPS
192
Orion Portfolio Solutions
Nebraska
$232K -$684 -22 -0.3%
HA
193
Hanover Advisors
South Carolina
$228K
MWM
194
Modera Wealth Management
New Jersey
$227K +$1.03K +33 +0.5%
QCM
195
QRG Capital Management
Illinois
$223K -$21.6K -694 -9%
GS
196
GTS Securities
New York
$220K +$212K +6,818 New
LCM
197
Landscape Capital Management
New Jersey
$219K -$4.17K -134 -2%
VPIM
198
Vanguard Personalized Indexing Management
California
$207K +$199K +6,401 New
CL
199
Choreo LLC
Illinois
$205K -$71.3K -2,292 -27%
SO
200
STRS Ohio
Ohio
$204K +$31.1K +1,000 +19%

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.