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UCB

United Community Banks
UCB

160 hedge funds and large institutions have $983M invested in United Community Banks in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $864M → $983M (+$119M)

8% more funds holding

Funds holding: 148 → 160 (+12)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

22% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 63

Holders
160
Holders Change
+12
Holders Change %
+8.11%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
29
Increased
49
Reduced
63
Closed
17
Calls
$21K
Puts
–
Net Calls
+$21K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
MCM
Munder Capital Management
Michigan
+$23.3M
2
SFM
Systematic Financial Management
New Jersey
+$21M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$13.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$13M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
SGA
Siguler Guff Advisers
New York
-$55.2M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.77M
3
Boston Partners
Boston Partners
Massachusetts
-$4.47M
4
Morgan Stanley
Morgan Stanley
New York
-$4.34M
5
State Street
State Street
Massachusetts
-$3.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Suntrust Banks
Georgia
$2.47M +$2.26M +127,250 New
SAM
52
Shell Asset Management
Netherlands
$2.42M -$8.96K -504 -0.4%
SG Americas Securities
53
SG Americas Securities
New York
$2.41M +$2.21M +124,084 New
MCM
54
Matarin Capital Management
New York
$2.36M -$195K -10,989 -8%
Charles Schwab
55
Charles Schwab
California
$2.27M -$2.96M -166,315 -59%
SCM
56
Sterling Capital Management
North Carolina
$2.2M +$1.44M +81,075 +252%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$2.03M – – –
AI
58
Analytic Investors
California
$1.95M +$1.79M +100,408 New
PPA
59
Parametric Portfolio Associates
Washington
$1.87M -$86.6K -4,869 -5%
AI
60
Axiom Investors
Connecticut
$1.77M +$1.62M +91,200 New
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$1.77M -$33.8K -1,900 -2%
MAM
62
Martingale Asset Management
Massachusetts
$1.74M -$318K -17,909 -17%
First Trust Advisors
63
First Trust Advisors
Illinois
$1.66M -$1.51M -84,715 -50%
American Century Companies
64
American Century Companies
Missouri
$1.58M -$2.6M -146,255 -64%
Barclays
65
Barclays
United Kingdom
$1.56M +$1.27M +71,595 +673%
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$1.54M -$945K -53,156 -40%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.52M +$7.11K +400 +0.5%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M -$284K -16,000 -17%
ERSOT
69
Employees Retirement System of Texas
Texas
$1.46M +$1.33M +75,000 New
FQ
70
First Quadrant
California
$1.29M -$734K -41,300 -38%
TA
71
Teachers Advisors
New York
$1.24M +$42.7K +2,400 +4%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.21M -$7.84K -441 -0.7%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.2M +$23.1K +1,300 +2%
FCM
74
FJ Capital Management
Virginia
$1.2M -$321K -18,047 -23%
VRS
75
Virginia Retirement Systems
Virginia
$1.15M – – –
1 2
3
4 5

UCB Hedge Fund Activity: Q1 2014 in Review

160 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2014, worth a combined $983M — up 14% from $864M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UCB positions and 17 closed out — a net gain of 12 holders — while 49 added to existing stakes and 63 trimmed.

The largest buyer was Munder Capital Management, opening a new position worth an estimated $23.3M. The largest seller was Siguler Guff Advisers, exiting entirely with an estimated $55.2M sold.

  • 160 institutional investors held United Community Banks (UCB) as of Q1 2014, up from 148 in Q4 2013.
  • Funds reported $983M of United Community Banks stock for Q1 2014, up 14% quarter-over-quarter.
  • 29 funds opened new United Community Banks positions in Q1 2014 and 17 closed out, a net change of +12 holders.
  • The largest United Community Banks buyer in Q1 2014 was Munder Capital Management, an estimated $23.3M added.
  • The largest United Community Banks seller in Q1 2014 was Siguler Guff Advisers, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2014.