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UCB

United Community Banks

233 hedge funds and large institutions have $2.26B invested in United Community Banks in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $2.04B → $2.26B (+$221M)

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

8% more funds holding

Funds holding: 216233 (+17)

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
77
Reduced
70
Closed
12
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
201
Financial Gravity Asset Management
Texas
$31K +$302 +10 New
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$29K +$30 +1 +0.1%
Federated Hermes
203
Federated Hermes
Pennsylvania
$25K -$1.63K -54 -6%
GDP
204
Great Diamond Partners
Maine
$20K +$20K +661 New
HNB
205
Huntington National Bank
Ohio
$18K
PA
206
Parallel Advisors
California
$15K
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$15K +$997 +33 +7%
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$10K
ST
209
Smithfield Trust
Pennsylvania
$8K
HGWM
210
Harvest Group Wealth Management
Massachusetts
$7K
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$7K +$6.65K +220 New
CTC
212
Central Trust Company
Missouri
$6K -$1.9K -63 -25%
GAM
213
Gemmer Asset Management
California
$6K
TFO
214
Tarbox Family Office
California
$6K
CFGS
215
Concourse Financial Group Securities
Alabama
$6K +$3.5K +116 +126%
S
216
SignatureFD
Georgia
$6K +$4.89K +162 +395%
BCI
217
Brinker Capital Investments
Pennsylvania
$6K +$5.59K +185 New
HI
218
Human Investing
Oregon
$4K -$164K -5,420 -98%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$4K
IA
220
IFP Advisors
Florida
$3K -$17.4K -575 -84%
LC
221
Lindbrook Capital
California
$3K
QCG
222
Quadrant Capital Group
Ohio
$3K
LWA
223
Lenox Wealth Advisors
New York
$2K
MCM
224
McMillion Capital Management
North Carolina
$2K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$2K

UCB Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2019, worth a combined $2.26B — up 11% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UCB positions and 12 closed out — a net gain of 25 holders — while 77 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19.6M. The largest seller was VOYA Investment Management, cutting an estimated $20.3M.

  • 233 institutional investors held United Community Banks (UCB) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $2.26B of United Community Banks stock for Q4 2019, up 11% quarter-over-quarter.
  • 37 funds opened new United Community Banks positions in Q4 2019 and 12 closed out, a net change of +25 holders.
  • The largest United Community Banks buyer in Q4 2019 was Wellington Management Group, an estimated $19.6M added.
  • The largest United Community Banks seller in Q4 2019 was VOYA Investment Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2019.