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UCB

United Community Banks

226 hedge funds and large institutions have $2.51B invested in United Community Banks in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 75

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 225226 (+1)

5% less capital invested

Capital invested by funds: $2.64B → $2.51B (-$132M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
84
Reduced
75
Closed
18
Calls
$2.56M
Puts
Net Calls
+$2.56M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$10K +$774 +23 +8%
BWA
202
BDO Wealth Advisors
Florida
$9K
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$8K
CWC
204
Carolinas Wealth Consulting
North Carolina
$6K +$34 +1 +0.5%
QCG
205
Quadrant Capital Group
Ohio
$6K +$202 +6 +3%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$5K +$4.95K +147 New
TWA
207
TCI Wealth Advisors
Arizona
$5K +$5.05K +150 New
FF
208
FourThought Financial
Florida
$4K -$707 -21 -14%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$4K
GAM
210
Gemmer Asset Management
California
$4K
HR
211
Howe & Rusling
New York
$4K
PA
212
Parallel Advisors
California
$4K
EI
213
Ellevest Inc
New York
$4K +$1.99K +59 +89%
WPA
214
West Paces Advisors
Georgia
$2.37K +$2.49K +74 New
CFGS
215
Concourse Financial Group Securities
Alabama
$2K
SPIA
216
Steward Partners Investment Advisory
New York
$2K
AIG
217
American International Group
New York
$1.81K +$127K +3,761 +7%
MAM
218
Meeder Asset Management
Ohio
$1K -$305K -9,060 -100%
AP
219
Arlington Partners
Alabama
$1K
CWP
220
Concord Wealth Partners
Virginia
$1K
FRA
221
Front Row Advisors
California
$1K
IRC
222
Investors Research Corp
Georgia
$1K
TFO
223
Tarbox Family Office
California
$1K
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$685 -$16.8K -500 -2%
California Public Employees Retirement System
225
California Public Employees Retirement System
California
-$5.45M -159,649 Closed

UCB Hedge Fund Activity: Q2 2021 in Review

226 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2021, worth a combined $2.51B — down 5% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UCB positions and 18 closed out — a net gain of 1 holder — while 84 added to existing stakes and 75 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $13.5M.

  • 226 institutional investors held United Community Banks (UCB) as of Q2 2021, up from 225 in Q1 2021.
  • Funds reported $2.51B of United Community Banks stock for Q2 2021, down 5% quarter-over-quarter.
  • 19 funds opened new United Community Banks positions in Q2 2021 and 18 closed out, a net change of +1 holder.
  • The largest United Community Banks buyer in Q2 2021 was Wellington Management Group, an estimated $15.3M added.
  • The largest United Community Banks seller in Q2 2021 was Fidelity Investments, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2021.