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UCB

United Community Banks

249 hedge funds and large institutions have $2.72B invested in United Community Banks in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% less capital invested

Capital invested by funds: $3B → $2.72B (-$285M)

10% less funds holding

Funds holding: 276249 (-27)

49% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 45

Holders
249
Holders Change
-27
Holders Change %
-9.78%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
111
Reduced
66
Closed
45
Calls
$61K
Puts
Net Calls
+$61K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$474M +$41.8M +1,322,481 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$369M +$35.8M +1,132,535 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$151M +$35.8M +1,131,915 +27%
State Street
4
State Street
Massachusetts
$145M +$5.32M +168,402 +3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$129M +$35.3M +1,115,619 +32%
EARNEST Partners
6
EARNEST Partners
Georgia
$97.3M -$293K -9,286 -0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$95.9M +$4.53M +143,286 +4%
Principal Financial Group
8
Principal Financial Group
Iowa
$84.3M -$2.47M -78,046 -3%
SCM
9
Snyder Capital Management
California
$65.4M -$161K -5,101 -0.2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$65.3M +$2.27M +71,883 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$63.4M +$7.28M +230,256 +11%
Macquarie Group
12
Macquarie Group
Australia
$55.2M +$1.51M +47,860 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$53.5M +$5.92M +187,479 +11%
Northern Trust
14
Northern Trust
Illinois
$46M +$1.22M +38,715 +2%
Goldman Sachs
15
Goldman Sachs
New York
$44.6M -$17M -538,550 -25%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$41.7M -$1.03M -32,697 -2%
Norges Bank
17
Norges Bank
Norway
$30.7M +$2.73M +86,323 +9%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$30.5M +$969K +30,666 +3%
Fisher Asset Management
19
Fisher Asset Management
Washington
$30.4M +$7.49M +236,878 +28%
Victory Capital Management
20
Victory Capital Management
Texas
$30M +$513K +16,244 +2%
Charles Schwab
21
Charles Schwab
California
$29.1M +$1.83M +57,791 +6%
SBH
22
Segall Bryant & Hamill
Illinois
$27.6M -$8.12M -256,954 -21%
ACB
23
Aristotle Capital Boston
Massachusetts
$24.7M +$206K +6,529 +0.7%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$24.7M -$5.87M -185,775 -17%
SFM
25
Systematic Financial Management
New Jersey
$23.4M -$59.8K -1,891 -0.2%

UCB Hedge Fund Activity: Q1 2023 in Review

249 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2023, worth a combined $2.72B — down 9.5% from $3B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UCB and 23 opened new positions — a net loss of 22 holders — while 66 trimmed existing stakes and 111 added.

The largest buyer was BlackRock, adding an estimated $41.8M. The largest seller was Goldman Sachs, cutting an estimated $17M.

  • 249 institutional investors held United Community Banks (UCB) as of Q1 2023, down from 276 in Q4 2022.
  • Funds reported $2.72B of United Community Banks stock for Q1 2023, down 9.5% quarter-over-quarter.
  • 23 funds opened new United Community Banks positions in Q1 2023 and 45 closed out, a net change of -22 holders.
  • The largest United Community Banks buyer in Q1 2023 was BlackRock, an estimated $41.8M added.
  • The largest United Community Banks seller in Q1 2023 was Goldman Sachs, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2023.