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UCB

United Community Banks

276 hedge funds and large institutions have $3B invested in United Community Banks in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

11% more funds holding

Funds holding: 248276 (+28)

3% less capital invested

Capital invested by funds: $3.09B → $3B (-$85.8M)

94% less call options, than puts

Call options by funds: $20K | Put options by funds: $341K

Holders
276
Holders Change
+28
Holders Change %
+11.29%
% of All Funds
4.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
99
Reduced
84
Closed
14
Calls
$20K
Puts
$341K
Net Calls
-$321K
Net Calls Change
-$586K
Name Holding Trade Value Shares
Change
Change in
Stake
X
201
Xponance
Pennsylvania
$206K +$221K +6,086 New
FWIA
202
Fort Washington Investment Advisors
Ohio
$203K +$218K +6,000 New
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$200K +$215K +5,931 New
HWA
204
HHM Wealth Advisors
Tennessee
$174K
TRCT
205
Tower Research Capital (TRC)
New York
$159K -$573K -15,787 -77%
QT
206
Quantbot Technologies
New York
$152K +$163K +4,487 New
Bessemer Group
207
Bessemer Group
New Jersey
$149K +$161K +4,424 New
Ohio Public Employees Retirement System (OPERS)
208
Ohio Public Employees Retirement System (OPERS)
Ohio
$142K -$92.1K -2,539 -38%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K
MFT
210
Moisand Fitzgerald Tamayo
Florida
$137K
FCA
211
FinTrust Capital Advisors
South Carolina
$136K -$9.47K -261 -6%
VanEck Associates
212
VanEck Associates
New York
$115K +$123K +3,391 New
Dimensional Fund Advisors
213
Dimensional Fund Advisors
Texas
$110K +$2.64M +72,687 +2%
AssetMark Inc
214
AssetMark Inc
California
$108K +$12.2K +337 +12%
MCC
215
Money Concepts Capital
Florida
$105K +$112K +3,099 New
LF
216
Lee Financial
Texas
$92.9K
EBA
217
Eagle Bay Advisors
New York
$81.5K +$17.7K +487 +25%
SWA
218
Sutton Wealth Advisors
Florida
$80.6K
HIA
219
Harbor Investment Advisory
Maryland
$67.4K
Simplex Trading
220
Simplex Trading
Illinois
$62K +$66.9K +1,843 New
IA
221
IFP Advisors
Florida
$59K +$16.3K +450 +36%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$58K +$327 +9 +0.5%
SOW
223
State of Wyoming
Wyoming
$49.8K +$3.59K +99 +7%
EWA
224
EverSource Wealth Advisors
Alabama
$37.9K -$36 -1 -0.1%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$36K +$6.28K +173 +19%

UCB Hedge Fund Activity: Q4 2022 in Review

276 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2022, worth a combined $3B — down 2.8% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UCB positions and 14 closed out — a net gain of 30 holders — while 99 added to existing stakes and 84 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $113M. The largest seller was Janus Henderson Group, cutting an estimated $71.5M.

  • 276 institutional investors held United Community Banks (UCB) as of Q4 2022, up from 248 in Q3 2022.
  • Funds reported $3B of United Community Banks stock for Q4 2022, down 2.8% quarter-over-quarter.
  • 44 funds opened new United Community Banks positions in Q4 2022 and 14 closed out, a net change of +30 holders.
  • The largest United Community Banks buyer in Q4 2022 was Neuberger Berman Group, an estimated $113M added.
  • The largest United Community Banks seller in Q4 2022 was Janus Henderson Group, an estimated $71.5M sold.

Based on aggregated 13F filings for Q4 2022.