We are live on ! Find out more
UCB

United Community Banks

275 hedge funds and large institutions have $2.85B invested in United Community Banks in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

82.25% more ownership

Funds ownership: 0%82.25% (+82%)

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $2.48B → $2.85B (+$369M)

7% more funds holding

Funds holding: 258275 (+17)

6% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 83

Holders
275
Holders Change
+17
Holders Change %
+6.59%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
88
Reduced
83
Closed
29
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$506M +$3.76M +130,967 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$404M +$652K +22,702 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$309M +$14.6M +510,356 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$170M +$8.57M +298,570 +5%
State Street
5
State Street
Massachusetts
$168M -$5.54M -192,995 -3%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$105M -$489K -17,052 -0.5%
EARNEST Partners
7
EARNEST Partners
Georgia
$103M -$3.09M -107,582 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$80M -$2.24M -78,174 -3%
Macquarie Group
9
Macquarie Group
Australia
$66.6M -$1.52M -52,922 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$55.8M +$996K +34,704 +2%
SCM
11
Snyder Capital Management
California
$53.8M -$3.14M -109,409 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$45.9M -$1.86M -64,913 -4%
Northern Trust
13
Northern Trust
Illinois
$44.9M +$886K +30,881 +2%
Charles Schwab
14
Charles Schwab
California
$40.8M +$1.19M +41,626 +3%
Invesco
15
Invesco
Georgia
$35.9M +$1.28M +44,686 +4%
Norges Bank
16
Norges Bank
Norway
$35.6M +$524K +18,250 +2%
Morgan Stanley
17
Morgan Stanley
New York
$35.1M +$5.1M +177,632 +17%
SFM
18
Systematic Financial Management
New Jersey
$25.9M +$3.65M +127,107 +17%
Fisher Asset Management
19
Fisher Asset Management
Washington
$24.7M +$1.38M +48,242 +6%
Millennium Management
20
Millennium Management
New York
$23.4M +$16.7M +583,400 +264%
SBH
21
Segall Bryant & Hamill
Illinois
$22.6M +$325K +11,322 +1%
ACB
22
Aristotle Capital Boston
Massachusetts
$22.5M +$24.9K +866 +0.1%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$20M +$19.7M +687,105 New
Goldman Sachs
24
Goldman Sachs
New York
$19.5M +$5.85M +203,774 +44%
Principal Financial Group
25
Principal Financial Group
Iowa
$16.3M -$740K -25,778 -4%

UCB Hedge Fund Activity: Q3 2024 in Review

275 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2024, worth a combined $2.85B — up 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UCB positions and 29 closed out — a net gain of 18 holders — while 88 added to existing stakes and 83 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $19.7M. The largest seller was Janus Henderson Group, cutting an estimated $34.1M.

  • 275 institutional investors held United Community Banks (UCB) as of Q3 2024, up from 258 in Q2 2024.
  • Funds reported $2.85B of United Community Banks stock for Q3 2024, up 15% quarter-over-quarter.
  • 47 funds opened new United Community Banks positions in Q3 2024 and 29 closed out, a net change of +18 holders.
  • The largest United Community Banks buyer in Q3 2024 was Assenagon Asset Management, an estimated $19.7M added.
  • The largest United Community Banks seller in Q3 2024 was Janus Henderson Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2024.