United Community Banks
148 hedge funds and large institutions have $963M invested in United Community Banks in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
14% more capital invested
Capital invested by funds: $844M → $963M (+$119M)
0% more funds holding
Funds holding: 148 → 148 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$26M |
| 2 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$8.51M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.24M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$6.01M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$8.29M |
| 2 |
Millennium Management
New York
|
-$6.89M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.13M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.89M |
| 5 |
Morgan Stanley
New York
|
-$3.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICM
151
ISZO Capital Management
New York
| – | -$246K | -14,944 | Closed |
|
|
MC
152
Menta Capital
San Francisco,
California
| – | -$181K | -11,000 | Closed |
|
|
PP
153
Paloma Partners
Greenwich,
Connecticut
| – | -$175K | -10,626 | Closed |
|
|
PCM
154
Prelude Capital Management
New York
| – | -$92K | -5,600 | Closed |
|
155
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$86K | -5,215 | Closed |
|
156
BNP Paribas Financial Markets
Paris,
France
| – | -$84.5K | -5,131 | Closed |
|
|
TRCT
157
Tower Research Capital (TRC)
New York
| – | -$48K | -2,876 | Closed |
|
|
NFG
158
Next Financial Group
Houston,
Texas
| – | -$20K | -1,200 | Closed |
|
UCB Hedge Fund Activity: Q4 2014 in Review
148 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2014, worth a combined $963M — up 14% from $844M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UCB positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 55 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $26M. The largest seller was Acadian Asset Management, cutting an estimated $8.29M.
- 148 institutional investors held United Community Banks (UCB) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $963M of United Community Banks stock for Q4 2014, up 14% quarter-over-quarter.
- 13 funds opened new United Community Banks positions in Q4 2014 and 10 closed out, a net change of +3 holders.
- The largest United Community Banks buyer in Q4 2014 was Victory Capital Management, an estimated $26M added.
- The largest United Community Banks seller in Q4 2014 was Acadian Asset Management, an estimated $8.29M sold.
Based on aggregated 13F filings for Q4 2014.