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UCB

United Community Banks

270 hedge funds and large institutions have $2.56B invested in United Community Banks in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

736% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $176K

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

6% more funds holding

Funds holding: 254270 (+16)

12% less capital invested

Capital invested by funds: $2.9B → $2.56B (-$336M)

28% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 102

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
270
Holders Change
+16
Holders Change %
+6.3%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
73
Reduced
102
Closed
23
Calls
$1.47M
Puts
$176K
Net Calls
+$1.29M
Net Calls Change
+$830K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$461M +$12.4M +458,587 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$354M -$2.3M -85,361 -0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$251M +$14M +519,339 +6%
State Street
4
State Street
Massachusetts
$156M -$2.41M -89,271 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$132M +$12.7M +469,942 +10%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$97.6M -$3.11M -115,100 -3%
EARNEST Partners
7
EARNEST Partners
Georgia
$92.6M -$3.09M -114,343 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$70.4M +$1.98M +73,359 +3%
SCM
9
Snyder Capital Management
California
$56.5M +$3.05M +113,117 +6%
Macquarie Group
10
Macquarie Group
Australia
$52.9M -$1.37M -50,718 -2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$47.6M +$788K +29,188 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$45.4M -$8.57M -317,600 -16%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$43.2M -$1.21M -44,889 -3%
Northern Trust
14
Northern Trust
Illinois
$40.7M -$2.79M -103,509 -6%
Charles Schwab
15
Charles Schwab
California
$33.9M +$1.72M +63,666 +5%
Morgan Stanley
16
Morgan Stanley
New York
$32.4M -$17.1M -632,176 -34%
Norges Bank
17
Norges Bank
Norway
$31.7M -$2.29M -84,763 -7%
Fisher Asset Management
18
Fisher Asset Management
Washington
$31.6M +$4.53M +167,778 +16%
Invesco
19
Invesco
Georgia
$29M +$20.5M +759,645 +221%
SBH
20
Segall Bryant & Hamill
Illinois
$22.4M -$355K -13,156 -2%
ACB
21
Aristotle Capital Boston
Massachusetts
$21.9M -$558K -20,667 -2%
SFM
22
Systematic Financial Management
New Jersey
$20.8M -$108K -4,009 -0.5%
N
23
Nuveen
North Carolina
$16.8M -$34.6K -1,282 -0.2%
Principal Financial Group
24
Principal Financial Group
Iowa
$16.2M -$42.3M -1,565,279 -72%
Verition Fund Management
25
Verition Fund Management
Connecticut
$14.9M +$15.3M +566,772 New

UCB Hedge Fund Activity: Q1 2024 in Review

270 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2024, worth a combined $2.56B — down 12% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UCB positions and 23 closed out — a net gain of 17 holders — while 73 added to existing stakes and 102 trimmed.

The largest buyer was Invesco, adding an estimated $20.5M. The largest seller was Principal Financial Group, cutting an estimated $42.3M.

  • 270 institutional investors held United Community Banks (UCB) as of Q1 2024, up from 254 in Q4 2023.
  • Funds reported $2.56B of United Community Banks stock for Q1 2024, down 12% quarter-over-quarter.
  • 40 funds opened new United Community Banks positions in Q1 2024 and 23 closed out, a net change of +17 holders.
  • The largest United Community Banks buyer in Q1 2024 was Invesco, an estimated $20.5M added.
  • The largest United Community Banks seller in Q1 2024 was Principal Financial Group, an estimated $42.3M sold.

Based on aggregated 13F filings for Q1 2024.