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UCB

United Community Banks
UCB

185 hedge funds and large institutions have $1.76B invested in United Community Banks in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

1% more funds holding

Funds holding: 184 → 185 (+1)

6% less capital invested

Capital invested by funds: $1.86B → $1.76B (-$105M)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.61%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
27
Increased
74
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$261M
2
State Street
State Street
Massachusetts
+$32.8M
3
GT
Glenmede Trust
Pennsylvania
+$18.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$15.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$12.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$40.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$16.9M
3
SFM
Systematic Financial Management
New Jersey
-$14.1M
4
O
OppenheimerFunds
New York
-$9.69M
5
PCM
Peregrine Capital Management
Minnesota
-$8.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$16.6M -$1.09M -38,294 -6%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$16.4M +$1.81M +63,620 +12%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$15.6M +$1.74M +61,089 +12%
Principal Financial Group
29
Principal Financial Group
Iowa
$15.3M +$704K +24,752 +5%
Invesco
30
Invesco
Georgia
$15M +$2.38M +83,789 +18%
Goldman Sachs
31
Goldman Sachs
New York
$14.5M +$706K +24,827 +5%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$13.5M +$34.3K +1,207 +0.2%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$13.2M -$144K -5,050 -1%
Charles Schwab
34
Charles Schwab
California
$13.1M +$441K +15,513 +3%
HW
35
Hancock Whitney
Mississippi
$12.9M -$79K -2,775 -0.6%
Boston Partners
36
Boston Partners
Massachusetts
$11.6M -$1.15M -40,450 -9%
MCM
37
Maltese Capital Management
New York
$11.1M -$3.98M -140,000 -26%
USAA
38
United Services Automobile Association
Texas
$11M -$455K -16,000 -4%
Stifel Financial
39
Stifel Financial
Missouri
$9.93M +$1.85M +65,100 +22%
TCIM
40
TIAA CREF Investment Management
New York
$9.64M +$8.2K +288 +0.1%
Prudential Financial
41
Prudential Financial
New Jersey
$9.25M -$3.53M -124,150 -27%
CAM
42
ClariVest Asset Management
California
$8.39M +$1.12M +39,346 +15%
BFC
43
Banc Funds Company
Illinois
$8.11M – – –
PPA
44
Parametric Portfolio Associates
Washington
$7.88M -$33.9K -1,192 -0.4%
Millennium Management
45
Millennium Management
New York
$7.39M -$5.58M -196,037 -42%
NFA
46
Nationwide Fund Advisors
Ohio
$7.09M -$1.04M -36,612 -13%
QI
47
QS Investors
New York
$7.09M -$54.5K -1,914 -0.7%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$6.9M +$1.22M +42,801 +21%
AL
49
AJO LP
Pennsylvania
$6.81M +$7M +246,088 New
AI
50
Axiom Investors
Connecticut
$6.66M -$1.84M -64,512 -21%
1
2
3 4 5

UCB Hedge Fund Activity: Q1 2017 in Review

185 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2017, worth a combined $1.76B — down 5.6% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UCB positions and 21 closed out — a net gain of 6 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $261M. The largest seller was Wellington Management Group, cutting an estimated $40.9M.

  • 185 institutional investors held United Community Banks (UCB) as of Q1 2017, up from 184 in Q4 2016.
  • Funds reported $1.76B of United Community Banks stock for Q1 2017, down 5.6% quarter-over-quarter.
  • 27 funds opened new United Community Banks positions in Q1 2017 and 21 closed out, a net change of +6 holders.
  • The largest United Community Banks buyer in Q1 2017 was BlackRock, an estimated $261M added.
  • The largest United Community Banks seller in Q1 2017 was Wellington Management Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2017.