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UCB

United Community Banks

228 hedge funds and large institutions have $1.76B invested in United Community Banks in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.44B → $1.76B (+$316M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

1% more funds holding

Funds holding: 226228 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
79
Reduced
76
Closed
29
Calls
$234K
Puts
Net Calls
+$234K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Mascoma Wealth Management
New Hampshire
$12K
PA
202
Parallel Advisors
California
$12K +$5.27K +203 +69%
CTC
203
Central Trust Company
Missouri
$9K -$1.3K -50 -12%
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$8K
PCM
205
Prelude Capital Management
New York
$8K +$7.97K +307 New
ST
206
Smithfield Trust
Pennsylvania
$7K
TRCT
207
Tower Research Capital (TRC)
New York
$7K +$4.1K +158 +149%
HGWM
208
Harvest Group Wealth Management
Massachusetts
$6K +$6.23K +240 New
IA
209
IFP Advisors
Florida
$5K -$18.1K -696 -79%
GAM
210
Gemmer Asset Management
California
$5K
CFGS
211
Concourse Financial Group Securities
Alabama
$5K +$104 +4 +2%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.32K +128 New
FHA
213
First Horizon Advisors
Tennessee
$4K +$3.9K +150 New
PFO
214
Pathstone Family Office
New Jersey
$3K +$2.73K +105 New
OWA
215
One Wealth Advisors
California
$3K +$3.38K +130 New
QCG
216
Quadrant Capital Group
Ohio
$2K
SWM
217
SeaCrest Wealth Management
New York
$2K
WEC
218
Winslow Evans & Crocker
Massachusetts
$2K +$1.51K +58 New
PCP
219
Proficio Capital Partners
Massachusetts
$2K +$2.42K +93 New
ZB
220
Zions Bancorporation
Utah
$1K -$23.2K -892 -95%
AP
221
Arlington Partners
Alabama
$1K
FRA
222
Front Row Advisors
California
$1K
FGAM
223
Financial Gravity Asset Management
Texas
$1K +$649 +25 New
BBNA
224
Bremer Bank National Association
Minnesota
$1K +$1.25K +48 New
RCAG
225
Rehmann Capital Advisory Group
Michigan
$922

UCB Hedge Fund Activity: Q1 2019 in Review

228 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2019, worth a combined $1.76B — up 22% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UCB positions and 29 closed out — a net gain of 5 holders — while 79 added to existing stakes and 76 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.2M. The largest seller was Millennium Management, cutting an estimated $19.9M.

  • 228 institutional investors held United Community Banks (UCB) as of Q1 2019, up from 226 in Q4 2018.
  • Funds reported $1.76B of United Community Banks stock for Q1 2019, up 22% quarter-over-quarter.
  • 34 funds opened new United Community Banks positions in Q1 2019 and 29 closed out, a net change of +5 holders.
  • The largest United Community Banks buyer in Q1 2019 was Fidelity Investments, an estimated $29.2M added.
  • The largest United Community Banks seller in Q1 2019 was Millennium Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2019.