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UCB

United Community Banks

242 hedge funds and large institutions have $2.42B invested in United Community Banks in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,600% more call options, than puts

Call options by funds: $74K | Put options by funds: $2K

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

3% less funds holding

Funds holding: 249242 (-7)

11% less capital invested

Capital invested by funds: $2.72B → $2.42B (-$296M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
85
Reduced
87
Closed
24
Calls
$74K
Puts
$2K
Net Calls
+$72K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
201
Eagle Bay Advisors
New York
$29.8K -$20.3K -820 -41%
BCMLT
202
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.8K +$25.6K +1,033 New
VCM
203
Versant Capital Management
Arizona
$24.5K +$968 +39 +4%
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K -$82K -3,306 -78%
LWP
205
Lumature Wealth Partners
Georgia
$20.9K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$20K -$1.39K -56 -7%
CI Investments Inc
207
CI Investments Inc
Ontario, Canada
$20K -$1.07K -43 -5%
C
208
Covestor
United Kingdom
$17K -$7.42K -299 -31%
RTC
209
Riverview Trust Company
Washington
$16.2K +$16.1K +648 New
CT
210
Colonial Trust
South Carolina
$15K -$6.28K -253 -30%
EWA
211
EverSource Wealth Advisors
Alabama
$13.1K -$6.97K -281 -35%
S
212
SignatureFD
Georgia
$12.7K -$993 -40 -7%
Nomura Asset Management
213
Nomura Asset Management
Japan
$12.2K
QCG
214
Quadrant Capital Group
Ohio
$8.82K +$620 +25 +8%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$8.6K -$3.9K -157 -31%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$8.52K -$50 -2 -0.6%
CWC
217
Carolinas Wealth Consulting
North Carolina
$7.48K -$397 -16 -5%
BWA
218
BDO Wealth Advisors
Florida
$7.32K
CTA
219
Colonial Trust Advisors
South Carolina
$6.77K
HFS
220
Hantz Financial Services
Michigan
$6K
CFGS
221
Concourse Financial Group Securities
Alabama
$4.66K +$893 +36 +24%
FA
222
Fiduciary Alliance
South Carolina
$4.34K +$4.32K +174 New
PTC
223
Private Trust Company
Ohio
$3.5K
PA
224
Parallel Advisors
California
$3.15K -$471 -19 -13%
RFG
225
RFP Financial Group
Georgia
$2.42K

UCB Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2023, worth a combined $2.42B — down 11% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UCB and 18 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 85 added.

The largest buyer was Fidelity Investments, adding an estimated $50.1M. The largest seller was Neuberger Berman Group, cutting an estimated $16.9M.

  • 242 institutional investors held United Community Banks (UCB) as of Q2 2023, down from 249 in Q1 2023.
  • Funds reported $2.42B of United Community Banks stock for Q2 2023, down 11% quarter-over-quarter.
  • 18 funds opened new United Community Banks positions in Q2 2023 and 24 closed out, a net change of -6 holders.
  • The largest United Community Banks buyer in Q2 2023 was Fidelity Investments, an estimated $50.1M added.
  • The largest United Community Banks seller in Q2 2023 was Neuberger Berman Group, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2023.