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UCB

United Community Banks

273 hedge funds and large institutions have $3.34B invested in United Community Banks in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $2.85B → $3.34B (+$491M)

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

4.47% more ownership

Funds ownership: 82.25%86.72% (+4.5%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

1% less funds holding

Funds holding: 275273 (-2)

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
98
Reduced
89
Closed
31
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
201
Smith & Howard Wealth Management
Georgia
$202K +$195K +6,267 New
KBC Group
202
KBC Group
Belgium
$202K +$75.6K +2,431 +64%
OC
203
Oakworth Capital
Alabama
$179K
LDB
204
Lee, Danner & Bass
Tennessee
$174K +$168K +5,397 New
MCM
205
MAI Capital Management
Ohio
$171K +$165K +5,295 New
HWA
206
HHM Wealth Advisors
Tennessee
$167K -$4.85K -156 -3%
BTI
207
Blue Trust Inc
Georgia
$155K -$17.9K -575 -11%
MFT
208
Moisand Fitzgerald Tamayo
Florida
$131K
GI
209
GAMMA Investing
California
$129K +$14.8K +477 +14%
SCM
210
Sterling Capital Management
North Carolina
$124K +$107K +3,438 +836%
SAM
211
Smartleaf Asset Management
Massachusetts
$121K +$88K +2,831 +305%
SOW
212
State of Wyoming
Wyoming
$118K -$2.3K -74 -2%
FFA
213
Farther Finance Advisors
California
$80.1K -$467 -15 -0.6%
ACA
214
Atlas Capital Advisors
Wyoming
$79.6K
TRCT
215
Tower Research Capital (TRC)
New York
$59.5K -$285K -9,165 -83%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$59K +$5.69K +183 +11%
Osaic Holdings
217
Osaic Holdings
Arizona
$58.8K +$9.3K +299 +20%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$51.1K +$404 +13 +0.8%
QCG
219
Quadrant Capital Group
Ohio
$44.9K
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.6K -$311 -10 -0.8%
GWM
221
Geneos Wealth Management
Colorado
$36.9K +$933 +30 +3%
VCM
222
Versant Capital Management
Arizona
$36.5K +$9.49K +305 +37%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$33.9K +$23.3K +748 +249%
Nomura Asset Management
224
Nomura Asset Management
Japan
$31.3K
EWA
225
EverSource Wealth Advisors
Alabama
$24.3K -$1.59K -51 -6%

UCB Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2024, worth a combined $3.34B — up 17% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UCB positions and 31 closed out — a net gain of 2 holders — while 98 added to existing stakes and 89 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $143M. The largest seller was Fidelity Investments, cutting an estimated $32.4M.

  • 273 institutional investors held United Community Banks (UCB) as of Q4 2024, down from 275 in Q3 2024.
  • Funds reported $3.34B of United Community Banks stock for Q4 2024, up 17% quarter-over-quarter.
  • 33 funds opened new United Community Banks positions in Q4 2024 and 31 closed out, a net change of +2 holders.
  • The largest United Community Banks buyer in Q4 2024 was Capital Research Global Investors, an estimated $143M added.
  • The largest United Community Banks seller in Q4 2024 was Fidelity Investments, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2024.