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UCB

United Community Banks

216 hedge funds and large institutions have $2.22B invested in United Community Banks in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 55

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $1.84B → $2.22B (+$376M)

6% more funds holding

Funds holding: 203216 (+13)

Holders
216
Holders Change
+13
Holders Change %
+6.4%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
83
Reduced
55
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
176
Advisor Group
Arizona
$160K +$85.8K +2,742 +118%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$154K
SG Americas Securities
178
SG Americas Securities
New York
$153K +$151K +4,840 New
MYIA
179
Mount Yale Investment Advisors
Colorado
$114K +$113K +3,613 New
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$96K +$11.8K +377 +14%
AAM
181
Advisors Asset Management
Colorado
$74K -$1.22K -39 -2%
LIA
182
LS Investment Advisors
Michigan
$69K +$2.66K +85 +4%
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$67K +$28.4K +909 +74%
WCM
184
Whitener Capital Management
North Carolina
$53K
HNB
185
Huntington National Bank
Ohio
$45K +$44.7K +1,429 New
SWA
186
Sutton Wealth Advisors
Florida
$44.6K
SF
187
Synovus Financial
Georgia
$39K +$38.6K +1,234 New
MA
188
MUFG Americas
New York
$32K -$9.92K -317 -24%
YWP
189
YorkBridge Wealth Partners
New York
$30K +$24.9K +794 +709%
MIFH
190
Migdal Insurance & Financial Holdings
Israel
$27K +$8.45K +270 +46%
IA
191
IFP Advisors
Florida
$25K
PCG
192
Private Capital Group
Connecticut
$18K +$18.1K +577 New
Federated Hermes
193
Federated Hermes
Pennsylvania
$16K -$578K -18,461 -97%
MWM
194
Mascoma Wealth Management
New Hampshire
$16K
FPFS
195
First Personal Financial Services
North Carolina
$14K +$188 +6 +1%
ST
196
Smithfield Trust
Pennsylvania
$9K
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$9K +$8.51K +272 New
GFP
198
Gryphon Financial Partners
Ohio
$6K -$2.16K -69 -26%
OWA
199
One Wealth Advisors
California
$6K
PA
200
Parallel Advisors
California
$6K

UCB Hedge Fund Activity: Q1 2018 in Review

216 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2018, worth a combined $2.22B — up 20% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UCB positions and 27 closed out — a net gain of 13 holders — while 83 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $21.7M. The largest seller was Norges Bank, cutting an estimated $10.7M.

  • 216 institutional investors held United Community Banks (UCB) as of Q1 2018, up from 203 in Q4 2017.
  • Funds reported $2.22B of United Community Banks stock for Q1 2018, up 20% quarter-over-quarter.
  • 40 funds opened new United Community Banks positions in Q1 2018 and 27 closed out, a net change of +13 holders.
  • The largest United Community Banks buyer in Q1 2018 was BlackRock, an estimated $21.7M added.
  • The largest United Community Banks seller in Q1 2018 was Norges Bank, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2018.