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UCB

United Community Banks

190 hedge funds and large institutions have $1.22B invested in United Community Banks in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 58

4% less funds holding

Funds holding: 197190 (-7)

14% less capital invested

Capital invested by funds: $1.42B → $1.22B (-$199M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
3.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
83
Reduced
58
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
151
Raymond James & Associates
Florida
$172K -$3.78K -210 -2%
HC
152
Henshaw Capital
Massachusetts
$170K +$181K +10,043 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$167K
PAM
154
Panagora Asset Management
Massachusetts
$153K -$2.86M -158,930 -95%
MAM
155
Meeder Asset Management
Ohio
$121K +$106K +5,887 +468%
AIP
156
Ameritas Investment Partners
Nebraska
$117K
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$107K +$3.83K +213 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
158
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$69K -$2.06M -114,722 -97%
Osaic Holdings
159
Osaic Holdings
Arizona
$43K -$4.52K -251 -9%
SWA
160
Sutton Wealth Advisors
Florida
$40.1K
SO
161
STRS Ohio
Ohio
$33K
VCM
162
Versant Capital Management
Arizona
$25K +$23.3K +1,295 +704%
PCM
163
Prelude Capital Management
New York
$23K +$14.8K +820 +157%
HIA
164
Harbor Investment Advisory
Maryland
$23K +$15.8K +879 +177%
Lazard Asset Management
165
Lazard Asset Management
New York
$19K -$6.89K -383 -25%
PCG
166
Private Capital Group
Connecticut
$11K -$2.14K -119 -16%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$11K +$54 +3 +0.5%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$10K +$9.18K +510 +418%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$10K +$10.6K +587 New
IA
170
IFP Advisors
Florida
$6K +$5.94K +330 New
ASN
171
Advisory Services Network
Georgia
$5K +$5.9K +328 New
Millennium Management
172
Millennium Management
New York
$4.51K +$4.19M +232,786 +695%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$4K
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$4K
QCG
175
Quadrant Capital Group
Ohio
$3K -$3.17K -176 -47%

UCB Hedge Fund Activity: Q3 2020 in Review

190 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2020, worth a combined $1.22B — down 14% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UCB and 18 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 83 added.

The largest buyer was BlackRock, adding an estimated $18.2M. The largest seller was Fidelity Investments, cutting an estimated $27.7M.

  • 190 institutional investors held United Community Banks (UCB) as of Q3 2020, down from 197 in Q2 2020.
  • Funds reported $1.22B of United Community Banks stock for Q3 2020, down 14% quarter-over-quarter.
  • 18 funds opened new United Community Banks positions in Q3 2020 and 25 closed out, a net change of -7 holders.
  • The largest United Community Banks buyer in Q3 2020 was BlackRock, an estimated $18.2M added.
  • The largest United Community Banks seller in Q3 2020 was Fidelity Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2020.