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UCB

United Community Banks
UCB

185 hedge funds and large institutions have $1.76B invested in United Community Banks in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

1% more funds holding

Funds holding: 184 → 185 (+1)

6% less capital invested

Capital invested by funds: $1.86B → $1.76B (-$105M)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.61%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
27
Increased
74
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$261M
2
State Street
State Street
Massachusetts
+$32.8M
3
GT
Glenmede Trust
Pennsylvania
+$18.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$15.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$12.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$40.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$16.9M
3
SFM
Systematic Financial Management
New Jersey
-$14.1M
4
O
OppenheimerFunds
New York
-$9.69M
5
PCM
Peregrine Capital Management
Minnesota
-$8.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIT
151
NumerixS Investment Technologies
British Columbia, Canada
$131K -$130K -4,565 -49%
GHCM
152
Glen Harbor Capital Management
California
$122K +$126K +4,420 New
CCMW
153
Cypress Capital Management (Wyoming)
Wyoming
$122K +$125K +4,385 New
UBS Group
154
UBS Group
Switzerland
$117K -$375K -13,166 -76%
MCIM
155
Meadow Creek Investment Management
Georgia
$101K +$104K +3,640 New
QT
156
Quantbot Technologies
New York
$88K +$91.2K +3,205 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$87K – – –
SCM
158
Segantii Capital Management
Hong Kong
$86K +$88.2K +3,100 New
EP
159
Elkfork Partners
Oregon
$79K +$81.4K +2,860 New
RCM
160
Riverhead Capital Management
Delaware
$64K +$65.4K +2,300 New
TAM
161
Tyers Asset Management
Texas
$58K +$59.2K +2,080 New
AG
162
Advisor Group
Arizona
$55K +$398 +14 +0.7%
SWA
163
Sutton Wealth Advisors
Florida
$39K – – –
AIM
164
Acrospire Investment Management
Illinois
$38K +$39.5K +1,388 New
MA
165
MUFG Americas
New York
$35K +$6.49K +228 +22%
SF
166
Synovus Financial
Georgia
$34K -$42.5K -1,493 -55%
NFG
167
Next Financial Group
Texas
$33K – – –
IA
168
IFP Advisors
Florida
$27K -$256 -9 -0.9%
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$24K -$825 -29 -3%
MWM
170
Mascoma Wealth Management
New Hampshire
$14K – – –
PH
171
Pinnacle Holdings
Oklahoma
$6.09K – – –
CHP
172
Cable Hill Partners
Oregon
$6K +$1.2K +42 +22%
ASN
173
Advisory Services Network
Georgia
$6K +$5.8K +204 New
FPFS
174
First Personal Financial Services
North Carolina
$5K +$4.72K +166 New
GAM
175
Gemmer Asset Management
California
$4K – – –
5 6
7
8 9

UCB Hedge Fund Activity: Q1 2017 in Review

185 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2017, worth a combined $1.76B — down 5.6% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UCB positions and 21 closed out — a net gain of 6 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $261M. The largest seller was Wellington Management Group, cutting an estimated $40.9M.

  • 185 institutional investors held United Community Banks (UCB) as of Q1 2017, up from 184 in Q4 2016.
  • Funds reported $1.76B of United Community Banks stock for Q1 2017, down 5.6% quarter-over-quarter.
  • 27 funds opened new United Community Banks positions in Q1 2017 and 21 closed out, a net change of +6 holders.
  • The largest United Community Banks buyer in Q1 2017 was BlackRock, an estimated $261M added.
  • The largest United Community Banks seller in Q1 2017 was Wellington Management Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2017.