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UCB

United Community Banks

231 hedge funds and large institutions have $3.03B invested in United Community Banks in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 61

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $2.6B → $3.03B (+$427M)

6% more funds holding

Funds holding: 218231 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
231
Holders Change
+13
Holders Change %
+5.96%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
98
Reduced
61
Closed
24
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$471M +$14.3M +409,463 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$385M +$38.8M +1,110,767 +12%
State Street
3
State Street
Massachusetts
$168M +$13.8M +395,719 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$108M +$1.66M +47,621 +2%
Macquarie Group
5
Macquarie Group
Australia
$104M +$5.23M +149,848 +5%
Goldman Sachs
6
Goldman Sachs
New York
$99.8M +$11.6M +333,009 +14%
Principal Financial Group
7
Principal Financial Group
Iowa
$95M -$137K -3,912 -0.1%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$85.9M +$9.77M +279,544 +13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$82.8M +$8.29M +237,290 +11%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$79.7M +$7.6M +217,551 +11%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$79.1M -$16M -458,279 -17%
SCM
12
Snyder Capital Management
California
$65.4M +$202K +5,786 +0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$63.4M +$6.47M +185,209 +12%
JP Morgan Chase
14
JP Morgan Chase
New York
$62.9M +$45.8M +1,310,082 +297%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$61.1M -$5.89M -168,498 -9%
HAM
16
HoldCo Asset Management
Florida
$56M -$9.13M -261,316 -14%
SBH
17
Segall Bryant & Hamill
Illinois
$53M +$1.55M +44,470 +3%
Northern Trust
18
Northern Trust
Illinois
$49.7M +$738K +21,138 +2%
N
19
Nuveen
North Carolina
$37.3M -$1.1M -31,434 -3%
Victory Capital Management
20
Victory Capital Management
Texas
$36.1M -$905K -25,908 -3%
Bank of America
21
Bank of America
North Carolina
$35.9M +$4.02M +115,010 +13%
SFM
22
Systematic Financial Management
New Jersey
$32.4M -$920K -26,327 -3%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$30.5M -$918K -26,284 -3%
VNIM
24
Vaughan Nelson Investment Management
Texas
$30M +$971K +27,810 +3%
Charles Schwab
25
Charles Schwab
California
$29.8M +$3.53M +101,001 +14%

UCB Hedge Fund Activity: Q4 2021 in Review

231 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2021, worth a combined $3.03B — up 16% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UCB positions and 24 closed out — a net gain of 14 holders — while 98 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.8M. The largest seller was Janus Henderson Group, cutting an estimated $16M.

  • 231 institutional investors held United Community Banks (UCB) as of Q4 2021, up from 218 in Q3 2021.
  • Funds reported $3.03B of United Community Banks stock for Q4 2021, up 16% quarter-over-quarter.
  • 38 funds opened new United Community Banks positions in Q4 2021 and 24 closed out, a net change of +14 holders.
  • The largest United Community Banks buyer in Q4 2021 was JP Morgan Chase, an estimated $45.8M added.
  • The largest United Community Banks seller in Q4 2021 was Janus Henderson Group, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2021.