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UCB

United Community Banks

248 hedge funds and large institutions have $3.09B invested in United Community Banks in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,038% more call options, than puts

Call options by funds: $278K | Put options by funds: $13K

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $2.72B → $3.09B (+$370M)

0% more funds holding

Funds holding: 247248 (+1)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
4.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
80
Reduced
86
Closed
22
Calls
$278K
Puts
$13K
Net Calls
+$265K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$518M +$978K +29,426 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$388M -$6.12M -184,210 -2%
State Street
3
State Street
Massachusetts
$158M -$14.3M -429,934 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$149M -$5.43M -163,380 -4%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$115M +$57.8M +1,737,253 +99%
EARNEST Partners
6
EARNEST Partners
Georgia
$107M +$98.2M +2,952,540 +1,111%
Principal Financial Group
7
Principal Financial Group
Iowa
$106M -$3.44M -103,524 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$106M +$1.3M +39,164 +1%
SCM
9
Snyder Capital Management
California
$77.4M +$13.6M +409,337 +21%
Macquarie Group
10
Macquarie Group
Australia
$74M -$7.41M -222,965 -9%
Goldman Sachs
11
Goldman Sachs
New York
$71.3M +$594K +17,881 +0.8%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$71.2M -$19.1M -575,561 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$64.8M +$1.22M +36,808 +2%
Capital Research Global Investors
14
Capital Research Global Investors
California
$63.9M -$8.31M -250,000 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$59M +$395K +11,887 +0.7%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$53M -$5.27M -158,578 -9%
SBH
17
Segall Bryant & Hamill
Illinois
$50.7M +$1.57M +47,077 +3%
Northern Trust
18
Northern Trust
Illinois
$48.9M +$162K +4,888 +0.3%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$43.6M -$7.2M -216,623 -14%
Victory Capital Management
20
Victory Capital Management
Texas
$34.4M -$244K -7,344 -0.7%
Charles Schwab
21
Charles Schwab
California
$31.5M +$1.16M +34,896 +4%
Norges Bank
22
Norges Bank
Norway
$30.1M -$1.29M -38,814 -4%
ACB
23
Aristotle Capital Boston
Massachusetts
$29.7M -$2.6M -78,181 -8%
SFM
24
Systematic Financial Management
New Jersey
$28.6M -$36.8K -1,108 -0.1%
N
25
Nuveen
North Carolina
$26.1M -$4.67M -140,500 -15%

UCB Hedge Fund Activity: Q3 2022 in Review

248 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2022, worth a combined $3.09B — up 14% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UCB positions and 22 closed out — a net gain of 3 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $98.2M. The largest seller was Wellington Management Group, cutting an estimated $19.1M.

  • 248 institutional investors held United Community Banks (UCB) as of Q3 2022, up from 247 in Q2 2022.
  • Funds reported $3.09B of United Community Banks stock for Q3 2022, up 14% quarter-over-quarter.
  • 25 funds opened new United Community Banks positions in Q3 2022 and 22 closed out, a net change of +3 holders.
  • The largest United Community Banks buyer in Q3 2022 was EARNEST Partners, an estimated $98.2M added.
  • The largest United Community Banks seller in Q3 2022 was Wellington Management Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2022.