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UCB

United Community Banks

233 hedge funds and large institutions have $2.26B invested in United Community Banks in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $2.04B → $2.26B (+$221M)

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

8% more funds holding

Funds holding: 216233 (+17)

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
77
Reduced
70
Closed
12
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$20.1M +$1.2M +39,608 +6%
SFM
27
Systematic Financial Management
New Jersey
$19.4M +$1.45M +47,838 +8%
PAM
28
Panagora Asset Management
Massachusetts
$19.3M +$1.54M +50,950 +9%
Ameriprise
29
Ameriprise
Minnesota
$18.4M -$337K -11,144 -2%
Charles Schwab
30
Charles Schwab
California
$18.3M +$313K +10,362 +2%
Stifel Financial
31
Stifel Financial
Missouri
$17.3M -$2.55M -84,476 -13%
CIP
32
Chartwell Investment Partners
Pennsylvania
$16.8M +$95.9K +3,175 +0.6%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$15.6M +$1.45M +47,877 +10%
KCM
34
Kennedy Capital Management
Missouri
$14.7M -$3.91M -129,546 -21%
Wells Fargo
35
Wells Fargo
California
$14.6M -$4.97M -164,560 -26%
RCAMU
36
Rothschild & Co Asset Management US
Connecticut
$12.8M -$894K -29,576 -7%
SBH
37
Segall Bryant & Hamill
Illinois
$10.8M +$257K +8,492 +2%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$9.91M +$843K +27,912 +10%
PC
39
Pier Capital
Connecticut
$9.85M +$1.65M +54,670 +21%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$8.33M +$527K +17,451 +7%
EPCA
41
Elizabeth Park Capital Advisors
Ohio
$8.28M
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$7.9M
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$7.52M +$768K +25,405 +12%
PPA
44
Parametric Portfolio Associates
Washington
$7.36M +$762K +25,212 +12%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.1M +$668K +22,122 +11%
AI
46
Axiom Investors
Connecticut
$6.2M +$1.85M +61,260 +44%
HW
47
Hancock Whitney
Mississippi
$5.54M -$685K -22,688 -11%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.46M -$722K -23,900 -12%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$5.42M +$162K +5,352 +3%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$5.41M -$235K -7,791 -4%

UCB Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2019, worth a combined $2.26B — up 11% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UCB positions and 12 closed out — a net gain of 25 holders — while 77 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19.6M. The largest seller was VOYA Investment Management, cutting an estimated $20.3M.

  • 233 institutional investors held United Community Banks (UCB) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $2.26B of United Community Banks stock for Q4 2019, up 11% quarter-over-quarter.
  • 37 funds opened new United Community Banks positions in Q4 2019 and 12 closed out, a net change of +25 holders.
  • The largest United Community Banks buyer in Q4 2019 was Wellington Management Group, an estimated $19.6M added.
  • The largest United Community Banks seller in Q4 2019 was VOYA Investment Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2019.