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UCB

United Community Banks

218 hedge funds and large institutions have $2.6B invested in United Community Banks in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $2.51B → $2.6B (+$89.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 226218 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
218
Holders Change
-8
Holders Change %
-3.54%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
79
Reduced
76
Closed
27
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$23.9M +$131K +4,379 +0.6%
CAM
27
Cidel Asset Management
Ontario, Canada
$22M +$3.21M +106,941 +19%
CIP
28
Chartwell Investment Partners
Pennsylvania
$20M -$2.43M -81,007 -12%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$18.3M +$5.25M +175,298 +46%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$17.7M +$1.88M +62,693 +13%
Ameriprise
31
Ameriprise
Minnesota
$17.5M -$901K -30,061 -5%
ZCM
32
Ziegler Capital Management
Illinois
$15.6M +$8.12M +270,921 +133%
JP Morgan Chase
33
JP Morgan Chase
New York
$14.5M -$4.95M -165,020 -27%
PCM
34
Peregrine Capital Management
Minnesota
$14.3M +$1.47M +49,203 +13%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$12.7M +$2.99M +99,926 +35%
GT
36
Glenmede Trust
Pennsylvania
$12.4M -$137K -4,585 -1%
PPA
37
Parametric Portfolio Associates
Washington
$11.7M +$633K +21,105 +6%
SAM
38
Silvercrest Asset Management
New York
$11.1M -$909K -30,321 -8%
Man Group
39
Man Group
United Kingdom
$9.85M -$358K -11,957 -4%
Millennium Management
40
Millennium Management
New York
$9.42M +$2.61M +87,056 +44%
Morgan Stanley
41
Morgan Stanley
New York
$9.25M -$1.2M -40,017 -12%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$9.01M +$396K +13,200 +5%
SEI Investments
43
SEI Investments
Pennsylvania
$8.5M +$67.1K +2,239 +0.9%
AI
44
Axiom Investors
Connecticut
$8.35M +$4.26M +142,195 +127%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$8.01M -$1.01M -33,794 -12%
KCM
46
Kennedy Capital Management
Missouri
$7.97M -$319K -10,644 -4%
Invesco
47
Invesco
Georgia
$7.96M +$85.1K +2,839 +1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$7.93M +$1.67M +55,661 +30%
Legal & General Group
49
Legal & General Group
United Kingdom
$7.9M +$526K +17,546 +8%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.29M +$18K +600 +0.3%

UCB Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2021, worth a combined $2.6B — up 3.5% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UCB and 22 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 79 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $24.2M. The largest seller was Goldman Sachs, cutting an estimated $9.83M.

  • 218 institutional investors held United Community Banks (UCB) as of Q3 2021, down from 226 in Q2 2021.
  • Funds reported $2.6B of United Community Banks stock for Q3 2021, up 3.5% quarter-over-quarter.
  • 22 funds opened new United Community Banks positions in Q3 2021 and 27 closed out, a net change of -5 holders.
  • The largest United Community Banks buyer in Q3 2021 was Vaughan Nelson Investment Management, an estimated $24.2M added.
  • The largest United Community Banks seller in Q3 2021 was Goldman Sachs, an estimated $9.83M sold.

Based on aggregated 13F filings for Q3 2021.