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UCB

United Community Banks
UCB

155 hedge funds and large institutions have $827M invested in United Community Banks in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

3% less funds holding

Funds holding: 160 → 155 (-5)

16% less capital invested

Capital invested by funds: $983M → $827M (-$156M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
59
Reduced
48
Closed
25
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$24K

Top Buyers

1
EAM
Eagle Asset Management
Florida
+$8.17M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.82M
3
State Street
State Street
Massachusetts
+$4.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.1M
5
SFM
Systematic Financial Management
New Jersey
+$4.09M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$10.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.15M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.57M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.07M
5
RFC
Russell Frank Company
Washington
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Corsair Capital
New York
$169M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$73.6M +$591K +35,266 +0.8%
State Street
3
State Street
Massachusetts
$47.8M +$4.34M +258,770 +10%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$42.5M +$2.22M +132,699 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$41.3M +$4.1M +244,391 +11%
BFA
6
BlackRock Fund Advisors
California
$36.5M -$1.77M -105,457 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$34.5M +$5.82M +347,510 +20%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$25.9M +$2.11M +125,899 +9%
BIT
9
BlackRock Institutional Trust
California
$25.8M -$2.01M -119,712 -7%
SFM
10
Systematic Financial Management
New Jersey
$25.1M +$4.09M +244,140 +19%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$24.1M -$4.57M -272,922 -16%
MCM
12
Munder Capital Management
Michigan
$23.3M +$1.9M +113,094 +9%
FWIA
13
Fort Washington Investment Advisors
Ohio
$22.7M +$3.11M +185,528 +15%
Principal Financial Group
14
Principal Financial Group
Iowa
$16.3M +$2.28M +135,838 +16%
Boston Partners
15
Boston Partners
Massachusetts
$9.98M +$917K +54,690 +10%
IB
16
Intrust Bank
Kansas
$8.97M -$19.9K -1,189 -0.2%
AIMCA
17
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.65M +$1.99M +118,825 +29%
HW
18
Hancock Whitney
Mississippi
$8.41M +$1.51M +90,000 +21%
Northern Trust
19
Northern Trust
Illinois
$8.28M -$845K -50,410 -9%
EAM
20
Eagle Asset Management
Florida
$7.98M +$8.17M +487,757 New
FG
21
FSI Group
Ohio
$7.94M +$1.56M +93,347 +24%
PFC
22
Phocas Financial Corp
California
$7.41M +$991K +59,104 +15%
SCA
23
STALEY CAPITAL ADVISERS
Pennsylvania
$7.24M – – –
AQR Capital Management
24
AQR Capital Management
Connecticut
$7.05M -$248K -14,800 -3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$6.82M -$76.9K -4,590 -1%
1
2 3 4 5

UCB Hedge Fund Activity: Q2 2014 in Review

155 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2014, worth a combined $827M — down 16% from $983M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UCB and 20 opened new positions — a net loss of 5 holders — while 48 trimmed existing stakes and 59 added.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $8.17M. The largest seller was AJO LP, exiting entirely with an estimated $10.9M sold.

  • 155 institutional investors held United Community Banks (UCB) as of Q2 2014, down from 160 in Q1 2014.
  • Funds reported $827M of United Community Banks stock for Q2 2014, down 16% quarter-over-quarter.
  • 20 funds opened new United Community Banks positions in Q2 2014 and 25 closed out, a net change of -5 holders.
  • The largest United Community Banks buyer in Q2 2014 was Eagle Asset Management, an estimated $8.17M added.
  • The largest United Community Banks seller in Q2 2014 was AJO LP, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2014.