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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
QCG
201
Quadrant Capital Group
Ohio
$7K
CWC
202
Carolinas Wealth Consulting
North Carolina
$7K +$33 +1 +0.5%
SFS
203
Sowell Financial Services
Arkansas
$6K +$5.78K +176 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$5K +$197 +6 +4%
HR
205
Howe & Rusling
New York
$4K -$99 -3 -3%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$4K
GAM
207
Gemmer Asset Management
California
$4K
PA
208
Parallel Advisors
California
$4K
FF
209
FourThought Financial
Florida
$4K +$197 +6 +4%
SPIA
210
Steward Partners Investment Advisory
New York
$2.56K
APA
211
American Portfolios Advisors
New York
$2.35K +$2.27K +69 New
CAM
212
ClariVest Asset Management
California
$2K
EI
213
Ellevest Inc
New York
$2K +$99 +3 +5%
CFGS
214
Concourse Financial Group Securities
Alabama
$2K +$493 +15 +29%
GWM
215
Geneos Wealth Management
Colorado
$2K +$2.63K +80 New
AIG
216
American International Group
New York
$1.8K -$21.6K -657 -1%
AP
217
Arlington Partners
Alabama
$1K
FRA
218
Front Row Advisors
California
$1K
IRC
219
Investors Research Corp
Georgia
$1K
TFO
220
Tarbox Family Office
California
$1K
CWP
221
Concord Wealth Partners
Virginia
$1K +$1.08K +33 New
ADIM
222
Alpha DNA Investment Management
Maryland
$1K +$1.41K +43 New
SWM
223
Sugarloaf Wealth Management
Georgia
$828 -$65.5K -1,994 -8%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$747 +$26.3K +800 +4%
Arrowstreet Capital
225
Arrowstreet Capital
Massachusetts
-$15M -526,668 Closed

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.