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UCB

United Community Banks

247 hedge funds and large institutions have $2.72B invested in United Community Banks in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 80

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

4% less funds holding

Funds holding: 256247 (-9)

11% less capital invested

Capital invested by funds: $3.06B → $2.72B (-$342M)

Holders
247
Holders Change
-9
Holders Change %
-3.52%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
82
Reduced
80
Closed
29
Calls
$356K
Puts
Net Calls
+$356K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$56K
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$52K +$4.58K +149 +10%
SOW
203
State of Wyoming
Wyoming
$41K -$53.9K -1,752 -56%
VCM
204
Versant Capital Management
Arizona
$41K
EWA
205
EverSource Wealth Advisors
Alabama
$34K
S
206
SignatureFD
Georgia
$32K -$205K -6,664 -86%
EBA
207
Eagle Bay Advisors
New York
$29K +$14.6K +474 +98%
LWP
208
Lumature Wealth Partners
Georgia
$25K
RCM
209
Raleigh Capital Management
North Carolina
$22K +$154 +5 +0.7%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$22K +$8.49K +276 +61%
TWA
211
TCI Wealth Advisors
Arizona
$21K +$21.8K +709 New
Nomura Asset Management
212
Nomura Asset Management
Japan
$14.8K
HFS
213
Hantz Financial Services
Michigan
$11K -$2K -65 -16%
KFI
214
Key Financial Inc
Pennsylvania
$10K
PFBT
215
Parkside Financial Bank & Trust
Missouri
$10K
PCG
216
Private Capital Group
Connecticut
$10K
BWA
217
BDO Wealth Advisors
Florida
$9K
PFS
218
Prospera Financial Services
Texas
$9K
Asset Management One
219
Asset Management One
Japan
$8K +$8.52K +277 New
FPS
220
Fieldpoint Private Securities
Connecticut
$7K -$20.9K -680 -74%
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$1.6K -52 -17%
QCG
222
Quadrant Capital Group
Ohio
$6K
CWC
223
Carolinas Wealth Consulting
North Carolina
$6K +$31 +1 +0.5%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$4K -$2.71K -88 -39%
FF
225
FourThought Financial
Florida
$4K

UCB Hedge Fund Activity: Q2 2022 in Review

247 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2022, worth a combined $2.72B — down 11% from $3.06B a quarter earlier.

Fund positioning in UCB was balanced in Q2 2022: 29 funds opened new positions, 29 closed out, 82 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $20.7M. The largest seller was State Street, cutting an estimated $33.4M.

  • 247 institutional investors held United Community Banks (UCB) as of Q2 2022, down from 256 in Q1 2022.
  • Funds reported $2.72B of United Community Banks stock for Q2 2022, down 11% quarter-over-quarter.
  • 29 funds opened new United Community Banks positions in Q2 2022 and 29 closed out, a net change of 0 holders.
  • The largest United Community Banks buyer in Q2 2022 was Fidelity Investments, an estimated $20.7M added.
  • The largest United Community Banks seller in Q2 2022 was State Street, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2022.