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UCB

United Community Banks

162 hedge funds and large institutions have $1.25B invested in United Community Banks in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

15% more capital invested

Capital invested by funds: $1.09B → $1.25B (+$163M)

12% less funds holding

Funds holding: 185162 (-23)

58% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 36

Holders
162
Holders Change
-23
Holders Change %
-12.43%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
66
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HW
26
Hancock Whitney
Mississippi
$11.4M -$34.1K -1,720 -0.3%
Bank of America
27
Bank of America
North Carolina
$11.2M +$2.79M +140,565 +36%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$11.1M +$602K +30,370 +6%
PCM
29
Peregrine Capital Management
Minnesota
$11M +$10.4M +523,800 New
Principal Financial Group
30
Principal Financial Group
Iowa
$11M +$538K +27,138 +5%
Ameriprise
31
Ameriprise
Minnesota
$10.4M -$59K -2,975 -0.6%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$10.2M +$289K +14,573 +3%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$10.2M +$2.84M +142,990 +42%
Invesco
34
Invesco
Georgia
$9.55M +$1.75M +88,109 +24%
Charles Schwab
35
Charles Schwab
California
$9.33M +$848K +42,730 +11%
Prudential Financial
36
Prudential Financial
New Jersey
$9.14M +$2.04M +102,890 +31%
RCAMU
37
Rothschild & Co Asset Management US
Connecticut
$8.51M +$5.73M +288,711 +249%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$7.36M -$2.27M -114,660 -25%
SCM
39
Snyder Capital Management
California
$7.16M +$6.76M +340,647 New
EPCA
40
Elizabeth Park Capital Advisors
Ohio
$7.02M +$139K +7,000 +2%
QI
41
QS Investors
New York
$6.76M
BIM
42
BlackRock Investment Management
Delaware
$6.75M +$69.8K +3,519 +1%
BPIM
43
Brant Point Investment Management
New York
$6.65M -$335K -16,900 -5%
PPA
44
Parametric Portfolio Associates
Washington
$6.51M -$113K -5,707 -2%
BFC
45
Banc Funds Company
Illinois
$6.15M
EA
46
Emerald Acquisition
Washington
$5.17M -$784K -39,503 -14%
NFA
47
Nationwide Fund Advisors
Ohio
$5.14M +$14.7K +743 +0.3%
Morgan Stanley
48
Morgan Stanley
New York
$4.58M +$342K +17,263 +9%
SCA
49
Secor Capital Advisors
New York
$4.54M -$1.12M -56,446 -21%
Goldman Sachs
50
Goldman Sachs
New York
$4.51M -$4.62M -232,704 -52%

UCB Hedge Fund Activity: Q3 2016 in Review

162 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2016, worth a combined $1.25B — up 15% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UCB and 15 opened new positions — a net loss of 21 holders — while 51 trimmed existing stakes and 66 added.

The largest buyer was Perkins Investment Management, adding an estimated $11.7M. The largest seller was Millennium Management, cutting an estimated $15.1M.

  • 162 institutional investors held United Community Banks (UCB) as of Q3 2016, down from 185 in Q2 2016.
  • Funds reported $1.25B of United Community Banks stock for Q3 2016, up 15% quarter-over-quarter.
  • 15 funds opened new United Community Banks positions in Q3 2016 and 36 closed out, a net change of -21 holders.
  • The largest United Community Banks buyer in Q3 2016 was Perkins Investment Management, an estimated $11.7M added.
  • The largest United Community Banks seller in Q3 2016 was Millennium Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2016.