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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
MOACM
151
Mutual of America Capital Management
New York
$63K +$15.7K +609 +22%
Osaic Holdings
152
Osaic Holdings
Arizona
$50K +$71K +2,750 New
FMT
153
First Mercantile Trust
Tennessee
$47K +$2.99K +116 +5%
SWA
154
Sutton Wealth Advisors
Florida
$45.1K +$27.3K +1,056 +75%
LIA
155
LS Investment Advisors
Michigan
$43K
Lazard Asset Management
156
Lazard Asset Management
New York
$43K +$61.2K +2,372 New
PI
157
PineBridge Investments
New York
$41K -$1.3M -50,192 -96%
SO
158
STRS Ohio
Ohio
$36K -$23.2K -900 -31%
OPS
159
Orion Portfolio Solutions
Nebraska
$35K -$20.5K -793 -29%
AIM
160
Aigen Investment Management
New York
$29K -$43K -1,664 -51%
QT
161
Quantbot Technologies
New York
$29K +$41K +1,589 New
ASN
162
Advisory Services Network
Georgia
$24K +$4.03K +156 +13%
SF
163
Synovus Financial
Georgia
$22K
FG
164
FSI Group
Ohio
$21K -$353K -13,691 -92%
Federated Hermes
165
Federated Hermes
Pennsylvania
$16K +$1.29K +50 +6%
PCG
166
Private Capital Group
Connecticut
$14K -$29.3K -1,134 -61%
HIA
167
Harbor Investment Advisory
Maryland
$9K +$12.8K +497 New
QCG
168
Quadrant Capital Group
Ohio
$8K +$8.67K +336 +326%
PHK
169
Point72 Hong Kong
Hong Kong
$7K -$99K -3,836 -91%
VCM
170
Versant Capital Management
Arizona
$6K -$25.5K -986 -74%
PA
171
Parallel Advisors
California
$5K -$5.21K -202 -41%
ST
172
Smithfield Trust
Pennsylvania
$5K
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$7.07K +274 New
PH
174
Pinnacle Holdings
Oklahoma
$4.03K +$5.68K +220 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$4K

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.