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UCB

United Community Banks

248 hedge funds and large institutions have $3.09B invested in United Community Banks in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,038% more call options, than puts

Call options by funds: $278K | Put options by funds: $13K

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $2.72B → $3.09B (+$370M)

0% more funds holding

Funds holding: 247248 (+1)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
4.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
80
Reduced
86
Closed
22
Calls
$278K
Puts
$13K
Net Calls
+$265K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
201
SG Americas Securities
New York
$118K -$857K -25,768 -88%
AssetMark Inc
202
AssetMark Inc
California
$94K +$15.8K +476 +20%
LF
203
Lee Financial
Texas
$91K
SWA
204
Sutton Wealth Advisors
Florida
$78.9K
HIA
205
Harbor Investment Advisory
Maryland
$66K
EBA
206
Eagle Bay Advisors
New York
$64K +$32.1K +965 +101%
IA
207
IFP Advisors
Florida
$61K +$5.02K +151 +14%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$57K
SOW
209
State of Wyoming
Wyoming
$45K +$731 +22 +2%
EWA
210
EverSource Wealth Advisors
Alabama
$37K
VCM
211
Versant Capital Management
Arizona
$36K -$9.21K -277 -21%
S
212
SignatureFD
Georgia
$35K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$30K +$5.85K +176 +24%
LWP
214
Lumature Wealth Partners
Georgia
$28K
RCM
215
Raleigh Capital Management
North Carolina
$27K +$2.63K +79 +11%
TWA
216
TCI Wealth Advisors
Arizona
$24K +$199 +6 +0.8%
Nomura Asset Management
217
Nomura Asset Management
Japan
$16.2K
QCG
218
Quadrant Capital Group
Ohio
$14K +$7.35K +221 +113%
KFI
219
Key Financial Inc
Pennsylvania
$11K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$11K
BWA
221
BDO Wealth Advisors
Florida
$10K
CM
222
Cornerstone Management
Georgia
$9.93K +$9.97K +300 New
CWC
223
Carolinas Wealth Consulting
North Carolina
$9K +$2.83K +85 +43%
HFS
224
Hantz Financial Services
Michigan
$8K -$3.19K -96 -28%
HR
225
Howe & Rusling
New York
$7K +$2.89K +87 +69%

UCB Hedge Fund Activity: Q3 2022 in Review

248 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2022, worth a combined $3.09B — up 14% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UCB positions and 22 closed out — a net gain of 3 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $98.2M. The largest seller was Wellington Management Group, cutting an estimated $19.1M.

  • 248 institutional investors held United Community Banks (UCB) as of Q3 2022, up from 247 in Q2 2022.
  • Funds reported $3.09B of United Community Banks stock for Q3 2022, up 14% quarter-over-quarter.
  • 25 funds opened new United Community Banks positions in Q3 2022 and 22 closed out, a net change of +3 holders.
  • The largest United Community Banks buyer in Q3 2022 was EARNEST Partners, an estimated $98.2M added.
  • The largest United Community Banks seller in Q3 2022 was Wellington Management Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2022.