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UCB

United Community Banks

273 hedge funds and large institutions have $3.34B invested in United Community Banks in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $2.85B → $3.34B (+$491M)

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

4.47% more ownership

Funds ownership: 82.25%86.72% (+4.5%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

1% less funds holding

Funds holding: 275273 (-2)

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
98
Reduced
89
Closed
31
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$567M +$4.85M +155,894 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$450M +$1.23M +39,619 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$310M -$32.4M -1,042,292 -10%
State Street
4
State Street
Massachusetts
$213M +$25.8M +830,167 +14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$196M +$6.72M +216,158 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$149M +$143M +4,604,227 New
Neuberger Berman Group
7
Neuberger Berman Group
New York
$135M +$17.7M +568,961 +16%
EARNEST Partners
8
EARNEST Partners
Georgia
$114M -$900K -28,938 -0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$88.4M -$508K -16,323 -0.6%
Macquarie Group
10
Macquarie Group
Australia
$73.7M -$240K -7,705 -0.3%
SCM
11
Snyder Capital Management
California
$61.7M +$1.82M +58,468 +3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$60.5M -$1.49M -47,750 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$49.7M -$1.23M -39,412 -2%
Invesco
14
Invesco
Georgia
$47M +$6.79M +218,352 +18%
Charles Schwab
15
Charles Schwab
California
$46.8M +$1.46M +47,031 +3%
Northern Trust
16
Northern Trust
Illinois
$45.5M -$4.17M -134,093 -9%
Goldman Sachs
17
Goldman Sachs
New York
$43.2M +$20.8M +667,806 +100%
Norges Bank
18
Norges Bank
Norway
$42.8M +$3.21M +103,086 +8%
Morgan Stanley
19
Morgan Stanley
New York
$35.4M -$3.43M -110,343 -9%
Fisher Asset Management
20
Fisher Asset Management
Washington
$34M +$6.34M +203,881 +24%
SFM
21
Systematic Financial Management
New Jersey
$29.1M +$322K +10,355 +1%
SBH
22
Segall Bryant & Hamill
Illinois
$27.5M +$2.34M +75,399 +10%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$22.8M +$6.2M +199,293 +39%
ACB
24
Aristotle Capital Boston
Massachusetts
$22.6M -$2.3M -74,038 -10%
JP Morgan Chase
25
JP Morgan Chase
New York
$21.6M +$12.9M +414,077 +163%

UCB Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2024, worth a combined $3.34B — up 17% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UCB positions and 31 closed out — a net gain of 2 holders — while 98 added to existing stakes and 89 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $143M. The largest seller was Fidelity Investments, cutting an estimated $32.4M.

  • 273 institutional investors held United Community Banks (UCB) as of Q4 2024, down from 275 in Q3 2024.
  • Funds reported $3.34B of United Community Banks stock for Q4 2024, up 17% quarter-over-quarter.
  • 33 funds opened new United Community Banks positions in Q4 2024 and 31 closed out, a net change of +2 holders.
  • The largest United Community Banks buyer in Q4 2024 was Capital Research Global Investors, an estimated $143M added.
  • The largest United Community Banks seller in Q4 2024 was Fidelity Investments, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2024.