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UCB

United Community Banks

258 hedge funds and large institutions have $2.48B invested in United Community Banks in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $94K | Put options by funds: $13K

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

3% less capital invested

Capital invested by funds: $2.56B → $2.48B (-$76.3M)

4% less funds holding

Funds holding: 270258 (-12)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
258
Holders Change
-12
Holders Change %
-4.44%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
90
Reduced
83
Closed
39
Calls
$94K
Puts
$13K
Net Calls
+$81K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$440M -$6.45M -252,646 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$353M +$10.3M +402,008 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$258M +$15M +589,068 +6%
State Street
4
State Street
Massachusetts
$152M +$1.26M +49,349 +0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$141M +$13.3M +520,479 +10%
EARNEST Partners
6
EARNEST Partners
Georgia
$92.9M +$3.37M +132,043 +4%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$92.3M -$2.13M -83,353 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$72.1M +$3.95M +154,699 +6%
Macquarie Group
9
Macquarie Group
Australia
$59.6M +$8.48M +332,144 +17%
SCM
10
Snyder Capital Management
California
$49.9M -$4.77M -186,790 -9%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$48M +$2M +78,270 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$41.8M -$2.08M -81,480 -5%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$41.7M -$13.9K -546 -0%
Northern Trust
14
Northern Trust
Illinois
$38.5M -$893K -34,993 -2%
Charles Schwab
15
Charles Schwab
California
$34.6M +$1.85M +72,578 +6%
Norges Bank
16
Norges Bank
Norway
$30.7M
Invesco
17
Invesco
Georgia
$30.3M +$2.23M +87,475 +8%
Morgan Stanley
18
Morgan Stanley
New York
$26.2M -$5.15M -201,705 -16%
Fisher Asset Management
19
Fisher Asset Management
Washington
$20.4M -$10.2M -400,955 -33%
ACB
20
Aristotle Capital Boston
Massachusetts
$19.7M -$1.51M -59,129 -7%
SBH
21
Segall Bryant & Hamill
Illinois
$19.5M -$2.22M -87,122 -10%
SFM
22
Systematic Financial Management
New Jersey
$19.4M -$742K -29,081 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$15.9M +$4.79M +187,614 +43%
Principal Financial Group
24
Principal Financial Group
Iowa
$15M -$754K -29,561 -5%
Bank of America
25
Bank of America
North Carolina
$14.8M +$904K +35,443 +7%

UCB Hedge Fund Activity: Q2 2024 in Review

258 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2024, worth a combined $2.48B — down 3% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of UCB and 29 opened new positions — a net loss of 10 holders — while 83 trimmed existing stakes and 90 added.

The largest buyer was Fidelity Investments, adding an estimated $15M. The largest seller was Verition Fund Management, cutting an estimated $14.2M.

  • 258 institutional investors held United Community Banks (UCB) as of Q2 2024, down from 270 in Q1 2024.
  • Funds reported $2.48B of United Community Banks stock for Q2 2024, down 3% quarter-over-quarter.
  • 29 funds opened new United Community Banks positions in Q2 2024 and 39 closed out, a net change of -10 holders.
  • The largest United Community Banks buyer in Q2 2024 was Fidelity Investments, an estimated $15M added.
  • The largest United Community Banks seller in Q2 2024 was Verition Fund Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2024.