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UCB

United Community Banks
UCB

184 hedge funds and large institutions have $1.86B invested in United Community Banks in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

49% more capital invested

Capital invested by funds: $1.25B → $1.86B (+$608M)

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

14% more funds holding

Funds holding: 162 → 184 (+22)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
184
Holders Change
+22
Holders Change %
+13.58%
% of All Funds
4.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
44
Increased
68
Reduced
51
Closed
19
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$41.3M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$36M
3
CI
Cambiar Investors
Colorado
+$19.2M
4
BFA
BlackRock Fund Advisors
California
+$16.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.44M

Top Sellers

1
PIM
Perkins Investment Management
Illinois
-$42.6M
2
Millennium Management
Millennium Management
New York
-$39.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$22.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.7M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
-$7.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
Maltese Capital Management
New York
$16M -$2.24M -89,400 -14%
Principal Financial Group
27
Principal Financial Group
Iowa
$15.7M +$148K +5,924 +1%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$15.6M -$66.6K -2,660 -0.5%
Ameriprise
29
Ameriprise
Minnesota
$15.3M +$495K +19,781 +4%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$14.8M +$391K +15,620 +3%
Goldman Sachs
31
Goldman Sachs
New York
$14.8M +$7.12M +284,413 +132%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$14.4M – – –
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$14.2M +$1.89M +75,452 +19%
HW
34
Hancock Whitney
Mississippi
$13.9M -$1.78M -70,890 -13%
Millennium Management
35
Millennium Management
New York
$13.7M -$39.7M -1,583,163 -77%
Boston Partners
36
Boston Partners
Massachusetts
$13.6M -$3.89M -155,480 -25%
Invesco
37
Invesco
Georgia
$13.6M +$95.5K +3,814 +0.8%
Prudential Financial
38
Prudential Financial
New Jersey
$13.6M +$583K +23,270 +5%
Charles Schwab
39
Charles Schwab
California
$13.6M +$357K +14,246 +3%
USAA
40
United Services Automobile Association
Texas
$12.2M +$9.06M +361,740 +720%
BIM
41
BlackRock Investment Management
Delaware
$11.3M +$1.55M +61,705 +19%
O
42
OppenheimerFunds
New York
$10.5M +$8.85M +353,316 New
TCIM
43
TIAA CREF Investment Management
New York
$10.3M +$125 +5 +0%
AI
44
Axiom Investors
Connecticut
$9.03M +$4.82M +192,246 +171%
Morgan Stanley
45
Morgan Stanley
New York
$9.02M +$2.16M +86,268 +40%
PCM
46
Peregrine Capital Management
Minnesota
$8.97M -$5.54M -221,071 -42%
Stifel Financial
47
Stifel Financial
Missouri
$8.69M +$7.35M +293,380 New
BFC
48
Banc Funds Company
Illinois
$8.67M – – –
NFA
49
Nationwide Fund Advisors
Ohio
$8.67M +$1.2M +48,072 +20%
PPA
50
Parametric Portfolio Associates
Washington
$8.46M -$606K -24,210 -8%
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UCB Hedge Fund Activity: Q4 2016 in Review

184 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2016, worth a combined $1.86B — up 49% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UCB positions and 19 closed out — a net gain of 25 holders — while 68 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $41.3M. The largest seller was Perkins Investment Management, cutting an estimated $42.6M.

  • 184 institutional investors held United Community Banks (UCB) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $1.86B of United Community Banks stock for Q4 2016, up 49% quarter-over-quarter.
  • 44 funds opened new United Community Banks positions in Q4 2016 and 19 closed out, a net change of +25 holders.
  • The largest United Community Banks buyer in Q4 2016 was Vanguard Group, an estimated $41.3M added.
  • The largest United Community Banks seller in Q4 2016 was Perkins Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q4 2016.