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UCB

United Community Banks

256 hedge funds and large institutions have $3.06B invested in United Community Banks in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 70

11% more funds holding

Funds holding: 231256 (+25)

1% more capital invested

Capital invested by funds: $3.03B → $3.06B (+$34.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
95
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
201
Lee Financial
Texas
$96K +$101K +2,749 New
SWA
202
Sutton Wealth Advisors
Florida
$83.8K +$663 +18 +0.8%
Macquarie Group
203
Macquarie Group
Australia
$81.9K -$19.7M -535,222 -19%
TRCT
204
Tower Research Capital (TRC)
New York
$71K -$367K -9,977 -83%
HIA
205
Harbor Investment Advisory
Maryland
$69K
UFF
206
USA Financial Formulas
Michigan
$67K +$70.6K +1,918 New
IA
207
IFP Advisors
Florida
$56K +$40.6K +1,103 New
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$54K +$57.5K +1,561 New
VCM
209
Versant Capital Management
Arizona
$47K -$4.9K -133 -9%
EWA
210
EverSource Wealth Advisors
Alabama
$39K +$19.3K +524 +87%
AssetMark Inc
211
AssetMark Inc
California
$34K +$36.5K +991 New
FPS
212
Fieldpoint Private Securities
Connecticut
$32K
NICM
213
Neo Ivy Capital Management
New York
$30K +$31.8K +864 New
LWP
214
Lumature Wealth Partners
Georgia
$29K
RCM
215
Raleigh Capital Management
North Carolina
$26K +$27K +733 New
EI
216
Ellevest Inc
New York
$20K +$14K +379 +198%
Nomura Asset Management
217
Nomura Asset Management
Japan
$17.1K +$18K +490 New
Simplex Trading
218
Simplex Trading
Illinois
$17K -$26.8K -727 -59%
EBA
219
Eagle Bay Advisors
New York
$17K +$3.83K +104 +27%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$16K +$11.9K +323 +252%
HFS
221
Hantz Financial Services
Michigan
$14K
PCG
222
Private Capital Group
Connecticut
$12K +$1.33K +36 +12%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$11K
KFI
224
Key Financial Inc
Pennsylvania
$11K +$11.9K +323 New
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$479 -13 -4%

UCB Hedge Fund Activity: Q1 2022 in Review

256 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2022, worth a combined $3.06B — up 1.2% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UCB positions and 30 closed out — a net gain of 26 holders — while 95 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $92.3M. The largest seller was JP Morgan Chase, cutting an estimated $44.3M.

  • 256 institutional investors held United Community Banks (UCB) as of Q1 2022, up from 231 in Q4 2021.
  • Funds reported $3.06B of United Community Banks stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 56 funds opened new United Community Banks positions in Q1 2022 and 30 closed out, a net change of +26 holders.
  • The largest United Community Banks buyer in Q1 2022 was BlackRock, an estimated $92.3M added.
  • The largest United Community Banks seller in Q1 2022 was JP Morgan Chase, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2022.