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UCB

United Community Banks

191 hedge funds and large institutions have $1.34B invested in United Community Banks in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less funds holding

Funds holding: 233191 (-42)

41% less capital invested

Capital invested by funds: $2.26B → $1.34B (-$920M)

69% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 58

Holders
191
Holders Change
-42
Holders Change %
-18.03%
% of All Funds
4.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
72
Reduced
68
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$11.3M +$608K +23,543 +4%
JP Morgan Chase
27
JP Morgan Chase
New York
$10.7M -$1.66M -64,456 -10%
Ameriprise
28
Ameriprise
Minnesota
$10.5M -$605K -23,439 -4%
CIP
29
Chartwell Investment Partners
Pennsylvania
$10.1M +$234K +9,055 +2%
Wells Fargo
30
Wells Fargo
California
$9.18M +$734K +28,426 +6%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$8.89M -$530K -20,546 -4%
ZCM
32
Ziegler Capital Management
Illinois
$8.26M +$11.6M +451,276 New
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$7.1M -$698K -27,026 -7%
PAM
34
Panagora Asset Management
Massachusetts
$6.96M -$6.35M -245,815 -39%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$6.44M +$793K +30,731 +10%
SBH
36
Segall Bryant & Hamill
Illinois
$6.33M -$99.4K -3,851 -1%
KCM
37
Kennedy Capital Management
Missouri
$5.08M -$5.1M -197,663 -42%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$5.08M +$197K +7,627 +3%
Deutsche Bank
39
Deutsche Bank
Germany
$4.94M +$5.69M +220,362 +445%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$4.69M
Legal & General Group
41
Legal & General Group
United Kingdom
$4.23M +$30.5K +1,180 +0.5%
PPA
42
Parametric Portfolio Associates
Washington
$4.18M -$259K -10,046 -4%
First Trust Advisors
43
First Trust Advisors
Illinois
$4.15M +$2.5M +96,816 +75%
Morgan Stanley
44
Morgan Stanley
New York
$3.66M -$14.6M -565,318 -74%
EPCA
45
Elizabeth Park Capital Advisors
Ohio
$3.53M -$1.94M -75,215 -28%
HW
46
Hancock Whitney
Mississippi
$3.34M +$75.2K +2,912 +2%
PC
47
Pier Capital
Connecticut
$3.32M -$3.55M -137,547 -43%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.3M -$1.62M -62,931 -26%
Allianz Asset Management
49
Allianz Asset Management
Germany
$3.25M +$485K +18,798 +12%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.24M

UCB Hedge Fund Activity: Q1 2020 in Review

191 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2020, worth a combined $1.34B — down 41% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UCB and 18 opened new positions — a net loss of 40 holders — while 68 trimmed existing stakes and 72 added.

The largest buyer was Victory Capital Management, adding an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 191 institutional investors held United Community Banks (UCB) as of Q1 2020, down from 233 in Q4 2019.
  • Funds reported $1.34B of United Community Banks stock for Q1 2020, down 41% quarter-over-quarter.
  • 18 funds opened new United Community Banks positions in Q1 2020 and 58 closed out, a net change of -40 holders.
  • The largest United Community Banks buyer in Q1 2020 was Victory Capital Management, an estimated $31.8M added.
  • The largest United Community Banks seller in Q1 2020 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2020.