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UCB

United Community Banks

276 hedge funds and large institutions have $3B invested in United Community Banks in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

11% more funds holding

Funds holding: 248276 (+28)

3% less capital invested

Capital invested by funds: $3.09B → $3B (-$85.8M)

94% less call options, than puts

Call options by funds: $20K | Put options by funds: $341K

Holders
276
Holders Change
+28
Holders Change %
+11.29%
% of All Funds
4.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
99
Reduced
84
Closed
14
Calls
$20K
Puts
$341K
Net Calls
-$321K
Net Calls Change
-$586K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$525M -$3.44M -94,922 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$405M +$9.47M +261,099 +2%
State Street
3
State Street
Massachusetts
$169M +$7.94M +218,756 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$144M -$8.67M -239,036 -5%
EARNEST Partners
5
EARNEST Partners
Georgia
$117M +$9.09M +250,568 +8%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$117M +$113M +3,126,317 +930%
Principal Financial Group
7
Principal Financial Group
Iowa
$104M -$4.59M -126,577 -4%
SCM
8
Snyder Capital Management
California
$78.8M -$293K -8,078 -0.3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$76.1M +$3.69M +101,683 +5%
Goldman Sachs
10
Goldman Sachs
New York
$71.8M -$1.16M -31,838 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$68.4M +$2.36M +64,930 +3%
Macquarie Group
12
Macquarie Group
Australia
$64.8M -$11.5M -316,344 -14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$58M -$2.4M -66,053 -4%
Northern Trust
14
Northern Trust
Illinois
$54M +$4.32M +118,996 +8%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$51.2M -$71.5M -1,969,813 -57%
SBH
16
Segall Bryant & Hamill
Illinois
$41.9M -$10.7M -293,731 -19%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$36M -$19.4M -535,377 -33%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$35.6M -$9.58M -263,965 -20%
Victory Capital Management
19
Victory Capital Management
Texas
$35.5M +$416K +11,464 +1%
Norges Bank
20
Norges Bank
Norway
$34M +$3.51M +96,790 +11%
Charles Schwab
21
Charles Schwab
California
$33M +$915K +25,220 +3%
ACB
22
Aristotle Capital Boston
Massachusetts
$29.5M -$835K -23,013 -3%
Morgan Stanley
23
Morgan Stanley
New York
$29.4M +$3.36M +92,678 +12%
N
24
Nuveen
North Carolina
$28.7M +$2.16M +59,463 +8%
Fisher Asset Management
25
Fisher Asset Management
Washington
$28.3M +$30.4M +836,557 New

UCB Hedge Fund Activity: Q4 2022 in Review

276 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2022, worth a combined $3B — down 2.8% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UCB positions and 14 closed out — a net gain of 30 holders — while 99 added to existing stakes and 84 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $113M. The largest seller was Janus Henderson Group, cutting an estimated $71.5M.

  • 276 institutional investors held United Community Banks (UCB) as of Q4 2022, up from 248 in Q3 2022.
  • Funds reported $3B of United Community Banks stock for Q4 2022, down 2.8% quarter-over-quarter.
  • 44 funds opened new United Community Banks positions in Q4 2022 and 14 closed out, a net change of +30 holders.
  • The largest United Community Banks buyer in Q4 2022 was Neuberger Berman Group, an estimated $113M added.
  • The largest United Community Banks seller in Q4 2022 was Janus Henderson Group, an estimated $71.5M sold.

Based on aggregated 13F filings for Q4 2022.