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UCB

United Community Banks
UCB

148 hedge funds and large institutions have $844M invested in United Community Banks in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

2% more capital invested

Capital invested by funds: $827M → $844M (+$16.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 155 → 148 (-7)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
64
Reduced
46
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$17.9M
2
DIA
Denver Investment Advisors
Colorado
+$16.7M
3
PIM
Perkins Investment Management
Illinois
+$14.7M
4
SFM
Systematic Financial Management
New Jersey
+$9.92M
5
CIP
Chartwell Investment Partners
Pennsylvania
+$9.07M

Top Sellers

1
State Street
State Street
Massachusetts
-$18.2M
2
Principal Financial Group
Principal Financial Group
Iowa
-$11.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$9.46M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.11M
5
IB
Intrust Bank
Kansas
-$8.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Corsair Capital
New York
$170M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$73.3M -$695K -41,762 -0.9%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$40.8M -$1.95M -117,249 -5%
BFA
4
BlackRock Fund Advisors
California
$38.6M +$1.92M +115,636 +5%
SFM
5
Systematic Financial Management
New Jersey
$35M +$9.92M +596,325 +39%
Vanguard Group
6
Vanguard Group
Pennsylvania
$32.1M -$9.46M -568,773 -23%
State Street
7
State Street
Massachusetts
$30.1M -$18.2M -1,093,824 -37%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$27M +$1M +60,224 +4%
MCM
9
Munder Capital Management
Michigan
$26M +$2.57M +154,351 +11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$25.7M -$9.11M -547,842 -26%
FWIA
11
Fort Washington Investment Advisors
Ohio
$23M +$166K +10,000 +0.7%
BIT
12
BlackRock Institutional Trust
California
$22.5M -$3.42M -205,455 -13%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$21.1M -$3.16M -189,668 -13%
Millennium Management
14
Millennium Management
New York
$20.3M +$17.9M +1,075,944 +689%
DIA
15
Denver Investment Advisors
Colorado
$16.7M +$16.7M +1,004,911 +7,992%
PIM
16
Perkins Investment Management
Illinois
$14.5M +$14.7M +881,487 New
AIMCA
17
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.4M +$4.7M +282,725 +53%
Northern Trust
18
Northern Trust
Illinois
$10.9M +$2.59M +155,873 +31%
Boston Partners
19
Boston Partners
Massachusetts
$10M -$41.1K -2,470 -0.4%
CIP
20
Chartwell Investment Partners
Pennsylvania
$8.97M +$9.07M +545,025 New
HW
21
Hancock Whitney
Mississippi
$8.62M +$166K +10,000 +2%
PFC
22
Phocas Financial Corp
California
$7.68M +$229K +13,796 +3%
FG
23
FSI Group
Ohio
$7.49M -$506K -30,399 -6%
EAM
24
Eagle Asset Management
Florida
$7.37M -$662K -39,824 -8%
SCA
25
STALEY CAPITAL ADVISERS
Pennsylvania
$7.28M – – –
1
2 3 4 5

UCB Hedge Fund Activity: Q3 2014 in Review

148 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2014, worth a combined $844M — up 2% from $827M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UCB and 16 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 64 added.

The largest buyer was Millennium Management, adding an estimated $17.9M. The largest seller was State Street, cutting an estimated $18.2M.

  • 148 institutional investors held United Community Banks (UCB) as of Q3 2014, down from 155 in Q2 2014.
  • Funds reported $844M of United Community Banks stock for Q3 2014, up 2% quarter-over-quarter.
  • 16 funds opened new United Community Banks positions in Q3 2014 and 23 closed out, a net change of -7 holders.
  • The largest United Community Banks buyer in Q3 2014 was Millennium Management, an estimated $17.9M added.
  • The largest United Community Banks seller in Q3 2014 was State Street, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2014.