UCB

United Community Banks, Inc.
UCB

Overview Fund Activity

234 hedge funds and large institutions have $2.52B invested in United Community Banks, Inc. in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-7
Holders Change %
-2.9%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
85
Reduced
74
Closed
21
Calls
$200K
Puts
$208K
Net Calls
-$8K
Net Calls Change
-$80K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
2
BlackRock
BlackRock
New York
$441M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$102M
4
Northern Trust
Northern Trust
Illinois
$48.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$45M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$55.5M
2
State Street
State Street
Massachusetts
$132M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$44M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.22M
5
Goldman Sachs
Goldman Sachs
New York
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NICM
201
Neo Ivy Capital Management
New York
$18K +$18K +692 New
LFA
202
LGT Financial Advisors
Texas
$16.9K +$16.9K +665 New
RTC
203
Riverview Trust Company
Washington
$16.5K – – –
CT
204
Colonial Trust
South Carolina
$15.2K – – –
EWA
205
EverSource Wealth Advisors
Alabama
$14.4K +$1.12K +44 +8%
S
206
SignatureFD
Georgia
$12.9K – – –
Nomura Asset Management
207
Nomura Asset Management
Japan
$12.5K – – –
QCG
208
Quadrant Capital Group
Ohio
$10.8K +$1.83K +72 +20%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$8.74K – – –
PFBT
210
Parkside Financial Bank & Trust
Missouri
$8.72K +$51 +2 +0.6%
CWC
211
Carolinas Wealth Consulting
North Carolina
$7.03K +$464 +21 +7%
CTA
212
Colonial Trust Advisors
South Carolina
$6.89K – – –
HFS
213
Hantz Financial Services
Michigan
$6K – – –
CFGS
214
Concourse Financial Group Securities
Alabama
$3.64K -$1.1K -43 -23%
PTC
215
Private Trust Company
Ohio
$3.56K – – –
PA
216
Parallel Advisors
California
$3.2K – – –
RFG
217
RFP Financial Group
Georgia
$2.47K – – –
PFP
218
Pinnacle Financial Partners
Tennessee
$2.39K – – –
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$2.06K +$102 +4 +5%
Bessemer Group
220
Bessemer Group
New Jersey
$2K – – –
FHA
221
First Horizon Advisors
Tennessee
$1.55K +$1.55K +61 New
BIA
222
Bell Investment Advisors
California
$1.14K +$585 +23 +105%
JWA
223
JFS Wealth Advisors
Pennsylvania
$1.07K -$102 -4 -9%
CSC
224
Caldwell Sutter Capital
California
$1.02K +$1.02K +40 New
SFG
225
Steward Financial Group
Texas
$1K +$1K +75 New
7 8
9
10 11