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UCB

United Community Banks

256 hedge funds and large institutions have $3.06B invested in United Community Banks in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 70

11% more funds holding

Funds holding: 231256 (+25)

1% more capital invested

Capital invested by funds: $3.03B → $3.06B (+$34.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
95
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$544M +$92.3M +2,505,834 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$409M +$38.1M +1,034,191 +10%
State Street
3
State Street
Massachusetts
$219M +$59.3M +1,611,842 +35%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$138M +$61.7M +1,674,636 +73%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$109M +$4.9M +133,074 +4%
Principal Financial Group
6
Principal Financial Group
Iowa
$95.9M +$4.2M +114,151 +4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$84.7M +$7.93M +215,258 +10%
Capital Research Global Investors
8
Capital Research Global Investors
California
$75.8M +$80.2M +2,179,000 New
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$75.7M -$9.68M -262,983 -11%
Goldman Sachs
10
Goldman Sachs
New York
$68.7M -$29.6M -804,893 -29%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$66.4M +$5.36M +145,474 +8%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$63.9M -$13.4M -364,155 -17%
SCM
13
Snyder Capital Management
California
$61.8M -$1.6M -43,565 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$61.8M +$2.75M +74,681 +4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$51.8M +$38.3M +1,039,312 +231%
Northern Trust
16
Northern Trust
Illinois
$51.4M +$3.45M +93,615 +7%
SBH
17
Segall Bryant & Hamill
Illinois
$51.1M -$233K -6,340 -0.4%
N
18
Nuveen
North Carolina
$39.5M +$1.73M +46,995 +5%
Victory Capital Management
19
Victory Capital Management
Texas
$36.4M +$1.59M +43,201 +4%
Norges Bank
20
Norges Bank
Norway
$32.2M +$3.68M +100,068 +12%
Charles Schwab
21
Charles Schwab
California
$31.3M +$2.6M +70,667 +9%
SFM
22
Systematic Financial Management
New Jersey
$29.8M -$1.65M -44,716 -5%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$29.4M +$10.8M +292,482 +53%
Bank of America
24
Bank of America
North Carolina
$24.9M -$10.5M -283,840 -28%
VNIM
25
Vaughan Nelson Investment Management
Texas
$23.9M -$5.51M -149,530 -18%

UCB Hedge Fund Activity: Q1 2022 in Review

256 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2022, worth a combined $3.06B — up 1.2% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UCB positions and 30 closed out — a net gain of 26 holders — while 95 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $92.3M. The largest seller was JP Morgan Chase, cutting an estimated $44.3M.

  • 256 institutional investors held United Community Banks (UCB) as of Q1 2022, up from 231 in Q4 2021.
  • Funds reported $3.06B of United Community Banks stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 56 funds opened new United Community Banks positions in Q1 2022 and 30 closed out, a net change of +26 holders.
  • The largest United Community Banks buyer in Q1 2022 was BlackRock, an estimated $92.3M added.
  • The largest United Community Banks seller in Q1 2022 was JP Morgan Chase, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2022.