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UCB

United Community Banks
UCB

203 hedge funds and large institutions have $1.84B invested in United Community Banks in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

6% more funds holding

Funds holding: 192 → 203 (+11)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0% less capital invested

Capital invested by funds: $1.84B → $1.84B (-$2.94M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
4.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
72
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.85M
2
State Street
State Street
Massachusetts
+$7.66M
3
SBH
Segall Bryant & Hamill
Illinois
+$6.73M
4
CRC
Curi RMB Capital
Illinois
+$6.55M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.65M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$7.92M
2
NFA
Nationwide Fund Advisors
Ohio
-$7.78M
3
PFC
Phocas Financial Corp
California
-$6.45M
4
Bank of America
Bank of America
North Carolina
-$5.98M
5
Principal Financial Group
Principal Financial Group
Iowa
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$34K -$1.09K -39 -3%
DCM
177
Delpha Capital Management
New York
$30K +$30.2K +1,082 New
IA
178
IFP Advisors
Florida
$25K -$3.18K -114 -12%
MIFH
179
Migdal Insurance & Financial Holdings
Israel
$17K -$18.9K -678 -53%
MWM
180
Mascoma Wealth Management
New Hampshire
$16K – – –
PHK
181
Point72 Hong Kong
Hong Kong
$16K +$14.2K +508 +668%
FPFS
182
First Personal Financial Services
North Carolina
$12K +$1.17K +42 +11%
CCMW
183
Cypress Capital Management (Wyoming)
Wyoming
$10K – – –
GFP
184
Gryphon Financial Partners
Ohio
$8K +$7.45K +267 New
ST
185
Smithfield Trust
Pennsylvania
$8K +$7.54K +270 New
PH
186
Pinnacle Holdings
Oklahoma
$6.19K – – –
GAM
187
Gemmer Asset Management
California
$5K – – –
PA
188
Parallel Advisors
California
$5K +$335 +12 +7%
OWA
189
One Wealth Advisors
California
$5K +$5.11K +183 New
ASN
190
Advisory Services Network
Georgia
$3K – – –
CHP
191
Cable Hill Partners
Oregon
$3K – – –
WWMSC
192
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$837 +30 New
YWP
193
YorkBridge Wealth Partners
New York
$3K +$1.12K +40 +56%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$2K – – –
QCG
195
Quadrant Capital Group
Ohio
$2K – – –
SPIA
196
Steward Partners Investment Advisory
New York
$2K – – –
AssetMark Inc
197
AssetMark Inc
California
$2K +$642 +23 +56%
SWM
198
SeaCrest Wealth Management
New York
$2K +$1.93K +69 New
PGA
199
Premia Global Advisors
Florida
$2K +$2.48K +89 New
VCM
200
Versant Capital Management
Arizona
$1K – – –
6 7
8
9 10

UCB Hedge Fund Activity: Q4 2017 in Review

203 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2017, worth a combined $1.84B — down 0.16% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UCB positions and 23 closed out — a net gain of 11 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $9.85M. The largest seller was Invesco, cutting an estimated $7.92M.

  • 203 institutional investors held United Community Banks (UCB) as of Q4 2017, up from 192 in Q3 2017.
  • Funds reported $1.84B of United Community Banks stock for Q4 2017, down 0.16% quarter-over-quarter.
  • 34 funds opened new United Community Banks positions in Q4 2017 and 23 closed out, a net change of +11 holders.
  • The largest United Community Banks buyer in Q4 2017 was BlackRock, an estimated $9.85M added.
  • The largest United Community Banks seller in Q4 2017 was Invesco, an estimated $7.92M sold.

Based on aggregated 13F filings for Q4 2017.