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UCB

United Community Banks
UCB

211 hedge funds and large institutions have $2.15B invested in United Community Banks in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

76% more capital invested

Capital invested by funds: $1.22B → $2.15B (+$932M)

11% more funds holding

Funds holding: 190 → 211 (+21)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
66
Reduced
68
Closed
15
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$15.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.6M
3
BlackRock
BlackRock
New York
+$8.84M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$8.54M
5
SBH
Segall Bryant & Hamill
Illinois
+$7.98M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$10.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$7M
3
Goldman Sachs
Goldman Sachs
New York
-$5.07M
4
Millennium Management
Millennium Management
New York
-$4.59M
5
Morgan Stanley
Morgan Stanley
New York
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
176
Moisand Fitzgerald Tamayo
Florida
$23K +$19.5K +825 New
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$21K +$2.43K +103 +16%
S
178
SignatureFD
Georgia
$16K +$9.04K +383 +231%
PCG
179
Private Capital Group
Connecticut
$14K -$3.78K -160 -25%
CAAS
180
Capital Asset Advisory Services
Michigan
$11K +$9.16K +388 New
ASN
181
Advisory Services Network
Georgia
$10K – – –
Bessemer Group
182
Bessemer Group
New Jersey
$10K +$3.78K +160 +80%
IA
183
IFP Advisors
Florida
$9K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$8K +$5.43K +230 +343%
BWA
185
BDO Wealth Advisors
Florida
$8K +$6.92K +293 New
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
QCG
187
Quadrant Capital Group
Ohio
$6K – – –
CWC
188
Carolinas Wealth Consulting
North Carolina
$5K +$47 +2 +1%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$4K -$11.3K -478 -76%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PA
191
Parallel Advisors
California
$4K – – –
VCG
192
Vantage Consulting Group
Virginia
$4K +$3.02K +128 New
GAM
193
Gemmer Asset Management
California
$3K – – –
HR
194
Howe & Rusling
New York
$3K +$2.71K +115 New
FF
195
FourThought Financial
Florida
$3K +$3.31K +140 New
SPIA
196
Steward Partners Investment Advisory
New York
$2K – – –
CAM
197
ClariVest Asset Management
California
$2K +$425 +18 +42%
MCM
198
McMillion Capital Management
North Carolina
$2K +$1.27K +54 New
EI
199
Ellevest Inc
New York
$2K +$1.49K +63 New
AIG
200
American International Group
New York
$1.52K -$30.8K -1,304 -2%
5 6 7
8
9

UCB Hedge Fund Activity: Q4 2020 in Review

211 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2020, worth a combined $2.15B — up 76% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UCB positions and 15 closed out — a net gain of 21 holders — while 66 added to existing stakes and 68 trimmed.

The largest buyer was Rothschild & Co Asset Management US, adding an estimated $15.6M. The largest seller was Allianz Asset Management, cutting an estimated $10.4M.

  • 211 institutional investors held United Community Banks (UCB) as of Q4 2020, up from 190 in Q3 2020.
  • Funds reported $2.15B of United Community Banks stock for Q4 2020, up 76% quarter-over-quarter.
  • 36 funds opened new United Community Banks positions in Q4 2020 and 15 closed out, a net change of +21 holders.
  • The largest United Community Banks buyer in Q4 2020 was Rothschild & Co Asset Management US, an estimated $15.6M added.
  • The largest United Community Banks seller in Q4 2020 was Allianz Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2020.