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UCB

United Community Banks
UCB

148 hedge funds and large institutions have $963M invested in United Community Banks in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $844M → $963M (+$119M)

0% more funds holding

Funds holding: 148 → 148 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
46
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$26M
2
MCM
McKinley Capital Management
Alaska
+$8.51M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.24M
4
PIM
Perkins Investment Management
Illinois
+$6.01M
5
State Street
State Street
Massachusetts
+$5.97M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8.29M
2
Millennium Management
Millennium Management
New York
-$6.89M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.13M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.89M
5
Morgan Stanley
Morgan Stanley
New York
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
Eagle Asset Management
Florida
$8.43M -$48.1K -2,727 -0.6%
Wells Fargo
27
Wells Fargo
California
$8.37M +$1.05M +59,748 +16%
Ameriprise
28
Ameriprise
Minnesota
$7.82M +$385K +21,813 +6%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$7.79M -$372K -21,121 -5%
QI
30
QS Investors
New York
$6.25M +$5.82M +329,914 New
AQR Capital Management
31
AQR Capital Management
Connecticut
$5.59M -$551K -31,257 -10%
PAM
32
Panagora Asset Management
Massachusetts
$5.34M -$2.21M -125,571 -31%
Principal Financial Group
33
Principal Financial Group
Iowa
$5.18M -$151K -8,568 -3%
KCM
34
Kennedy Capital Management
Missouri
$4.51M -$73.8K -4,184 -2%
TCIM
35
TIAA CREF Investment Management
New York
$3.97M -$227K -12,851 -6%
MAA
36
Managed Account Advisors
New Jersey
$3.62M -$76K -4,311 -2%
BIM
37
BlackRock Investment Management
Delaware
$3.42M -$47.8K -2,713 -1%
Asset Management One
38
Asset Management One
Japan
$3.09M -$576K -32,662 -17%
RCAMU
39
Rothschild & Co Asset Management US
Connecticut
$3.05M -$2.2K -125 -0.1%
CCMH
40
Cornerstone Capital Management Holdings
New York
$2.95M -$22.9K -1,300 -0.8%
RFC
41
Russell Frank Company
Washington
$2.84M -$3.53M -200,116 -57%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$2.65M -$438K -24,856 -15%
MCM
43
Matarin Capital Management
New York
$2.57M – – –
Charles Schwab
44
Charles Schwab
California
$2.51M +$75.2K +4,265 +3%
BA
45
BlackRock Advisors
Delaware
$2.48M +$1.83M +104,068 +386%
AI
46
Axiom Investors
Connecticut
$2.42M +$439K +24,890 +24%
Prudential Financial
47
Prudential Financial
New Jersey
$2.36M +$5.29K +300 +0.2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.33M – – –
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$2.32M – – –
Deutsche Bank
50
Deutsche Bank
Germany
$2.31M +$285K +16,189 +15%
1
2
3 4 5

UCB Hedge Fund Activity: Q4 2014 in Review

148 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2014, worth a combined $963M — up 14% from $844M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UCB positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $26M. The largest seller was Acadian Asset Management, cutting an estimated $8.29M.

  • 148 institutional investors held United Community Banks (UCB) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $963M of United Community Banks stock for Q4 2014, up 14% quarter-over-quarter.
  • 13 funds opened new United Community Banks positions in Q4 2014 and 10 closed out, a net change of +3 holders.
  • The largest United Community Banks buyer in Q4 2014 was Victory Capital Management, an estimated $26M added.
  • The largest United Community Banks seller in Q4 2014 was Acadian Asset Management, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2014.