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UCB

United Community Banks

225 hedge funds and large institutions have $2.09B invested in United Community Banks in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $1.76B → $2.09B (+$330M)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 228225 (-3)

Holders
225
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
76
Reduced
73
Closed
31
Calls
$1.95M
Puts
Net Calls
+$1.95M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$9K
ST
202
Smithfield Trust
Pennsylvania
$8K
PH
203
Pinnacle Holdings
Oklahoma
$6.28K +$6.01K +220 New
CFGS
204
Concourse Financial Group Securities
Alabama
$6K
GAM
205
Gemmer Asset Management
California
$6K
HGWM
206
Harvest Group Wealth Management
Massachusetts
$6K
DWM
207
Doyle Wealth Management
Florida
$6K +$5.65K +207 New
TFO
208
Tarbox Family Office
California
$5K +$4.92K +180 New
NCM
209
Next Capital Management
New York
$5K +$5.13K +188 New
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$4K
PCP
211
Proficio Capital Partners
Massachusetts
$3K +$246 +9 +10%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.62K +96 New
KCPG
213
Kavar Capital Partners Group
Kansas
$3K +$2.73K +100 New
QCG
214
Quadrant Capital Group
Ohio
$2K
MCM
215
McMillion Capital Management
North Carolina
$2K +$1.47K +54 New
SPIA
216
Steward Partners Investment Advisory
New York
$2K +$2.05K +75 New
RCAG
217
Rehmann Capital Advisory Group
Michigan
$1.06K
AP
218
Arlington Partners
Alabama
$1K
FRA
219
Front Row Advisors
California
$1K
IRC
220
Investors Research Corp
Georgia
$1K
ZB
221
Zions Bancorporation
Utah
$1K
PFBT
222
Parkside Financial Bank & Trust
Missouri
$1K +$491 +18 +100%
S
223
SignatureFD
Georgia
$1K +$1.12K +41 New
Millennium Management
224
Millennium Management
New York
-$6.79M -272,495 Closed
Nordea Investment Management
225
Nordea Investment Management
Sweden
-$3.68M -147,500 Closed

UCB Hedge Fund Activity: Q2 2019 in Review

225 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2019, worth a combined $2.09B — up 19% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UCB positions and 31 closed out — a net gain of 2 holders — while 76 added to existing stakes and 73 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $33.4M. The largest seller was Victory Capital Management, cutting an estimated $8.91M.

  • 225 institutional investors held United Community Banks (UCB) as of Q2 2019, down from 228 in Q1 2019.
  • Funds reported $2.09B of United Community Banks stock for Q2 2019, up 19% quarter-over-quarter.
  • 33 funds opened new United Community Banks positions in Q2 2019 and 31 closed out, a net change of +2 holders.
  • The largest United Community Banks buyer in Q2 2019 was Nuveen, an estimated $33.4M added.
  • The largest United Community Banks seller in Q2 2019 was Victory Capital Management, an estimated $8.91M sold.

Based on aggregated 13F filings for Q2 2019.