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UCB

United Community Banks
UCB

148 hedge funds and large institutions have $844M invested in United Community Banks in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

2% more capital invested

Capital invested by funds: $827M → $844M (+$16.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 155 → 148 (-7)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
64
Reduced
46
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$17.9M
2
DIA
Denver Investment Advisors
Colorado
+$16.7M
3
PIM
Perkins Investment Management
Illinois
+$14.7M
4
SFM
Systematic Financial Management
New Jersey
+$9.92M
5
CIP
Chartwell Investment Partners
Pennsylvania
+$9.07M

Top Sellers

1
State Street
State Street
Massachusetts
-$18.2M
2
Principal Financial Group
Principal Financial Group
Iowa
-$11.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$9.46M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.11M
5
IB
Intrust Bank
Kansas
-$8.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$7.12M +$258K +15,503 +4%
PAM
27
Panagora Asset Management
Massachusetts
$6.71M +$1.04M +62,261 +18%
Ameriprise
28
Ameriprise
Minnesota
$6.44M +$2.65M +159,025 +69%
Wells Fargo
29
Wells Fargo
California
$6.29M +$2.83M +170,027 +80%
QBFM
30
QS Batterymarch Financial Management
New York
$5.89M -$578K -34,750 -9%
RFC
31
Russell Frank Company
Washington
$5.76M +$2.2M +132,482 +61%
AQR Capital Management
32
AQR Capital Management
Connecticut
$5.37M -$1.73M -104,200 -24%
Principal Financial Group
33
Principal Financial Group
Iowa
$4.65M -$11.8M -711,825 -72%
KCM
34
Kennedy Capital Management
Missouri
$3.99M +$4.03M +242,191 New
TCIM
35
TIAA CREF Investment Management
New York
$3.66M -$79.1K -4,756 -2%
Morgan Stanley
36
Morgan Stanley
New York
$3.62M +$1.34M +80,282 +57%
Asset Management One
37
Asset Management One
Japan
$3.22M – – –
MAA
38
Managed Account Advisors
New Jersey
$3.22M +$3.25M +195,612 New
BIM
39
BlackRock Investment Management
Delaware
$3.02M +$116K +6,969 +4%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$2.71M +$1.38M +83,240 +102%
RCAMU
41
Rothschild & Co Asset Management US
Connecticut
$2.66M +$7.49K +450 +0.3%
CCMH
42
Cornerstone Capital Management Holdings
New York
$2.58M +$542K +32,600 +26%
MCM
43
Maltese Capital Management
New York
$2.47M -$1.69M -101,300 -40%
MCM
44
Matarin Capital Management
New York
$2.23M -$49K -2,948 -2%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.17M +$46.6K +2,800 +2%
Charles Schwab
46
Charles Schwab
California
$2.11M +$42.3K +2,543 +2%
Prudential Financial
47
Prudential Financial
New Jersey
$2.05M +$87.4K +5,253 +4%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$2.02M +$377K +22,635 +23%
SCM
49
Sterling Capital Management
North Carolina
$1.96M +$44.3K +2,663 +2%
SCA
50
Sippican Capital Advisors
Massachusetts
$1.93M +$1.95M +117,200 New
1
2
3 4 5

UCB Hedge Fund Activity: Q3 2014 in Review

148 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2014, worth a combined $844M — up 2% from $827M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UCB and 16 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 64 added.

The largest buyer was Millennium Management, adding an estimated $17.9M. The largest seller was State Street, cutting an estimated $18.2M.

  • 148 institutional investors held United Community Banks (UCB) as of Q3 2014, down from 155 in Q2 2014.
  • Funds reported $844M of United Community Banks stock for Q3 2014, up 2% quarter-over-quarter.
  • 16 funds opened new United Community Banks positions in Q3 2014 and 23 closed out, a net change of -7 holders.
  • The largest United Community Banks buyer in Q3 2014 was Millennium Management, an estimated $17.9M added.
  • The largest United Community Banks seller in Q3 2014 was State Street, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2014.