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UCB

United Community Banks
UCB

148 hedge funds and large institutions have $963M invested in United Community Banks in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $844M → $963M (+$119M)

0% more funds holding

Funds holding: 148 → 148 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
46
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$26M
2
MCM
McKinley Capital Management
Alaska
+$8.51M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.24M
4
PIM
Perkins Investment Management
Illinois
+$6.01M
5
State Street
State Street
Massachusetts
+$5.97M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8.29M
2
Millennium Management
Millennium Management
New York
-$6.89M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.13M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.89M
5
Morgan Stanley
Morgan Stanley
New York
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Corsair Capital
New York
$195M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$91M +$6.24M +353,895 +8%
BFA
3
BlackRock Fund Advisors
California
$49.8M +$5.09M +288,561 +12%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.2M -$2.61M -148,104 -6%
State Street
5
State Street
Massachusetts
$41M +$5.97M +338,516 +19%
SFM
6
Systematic Financial Management
New Jersey
$38.4M -$1.75M -99,225 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$33.3M +$2.12M +120,387 +7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$32.8M -$3.89M -220,936 -11%
Victory Capital Management
9
Victory Capital Management
Texas
$28M +$26M +1,476,362 New
FWIA
10
Fort Washington Investment Advisors
Ohio
$26.5M – – –
Fidelity Investments
11
Fidelity Investments
Massachusetts
$25.1M -$4.13M -234,546 -15%
BIT
12
BlackRock Institutional Trust
California
$24M -$1.76M -99,702 -7%
PIM
13
Perkins Investment Management
Illinois
$23.1M +$6.01M +340,753 +39%
DIA
14
Denver Investment Advisors
Colorado
$21.6M +$2.12M +120,401 +12%
Millennium Management
15
Millennium Management
New York
$15.9M -$6.89M -390,815 -32%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$15.4M -$8.29M -470,375 -37%
Northern Trust
17
Northern Trust
Illinois
$14M +$1.38M +78,057 +12%
Boston Partners
18
Boston Partners
Massachusetts
$12.6M +$987K +55,983 +9%
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M -$2.84M -160,850 -20%
CIP
20
Chartwell Investment Partners
Pennsylvania
$10.2M -$77.1K -4,375 -0.8%
HW
21
Hancock Whitney
Mississippi
$10.1M +$140K +7,920 +2%
MCM
22
McKinley Capital Management
Alaska
$9.14M +$8.51M +482,798 New
FG
23
FSI Group
Ohio
$8.81M +$185K +10,512 +2%
SCA
24
STALEY CAPITAL ADVISERS
Pennsylvania
$8.52M +$132K +7,500 +2%
PFC
25
Phocas Financial Corp
California
$8.48M -$327K -18,523 -4%
1
2 3 4 5

UCB Hedge Fund Activity: Q4 2014 in Review

148 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2014, worth a combined $963M — up 14% from $844M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UCB positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $26M. The largest seller was Acadian Asset Management, cutting an estimated $8.29M.

  • 148 institutional investors held United Community Banks (UCB) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $963M of United Community Banks stock for Q4 2014, up 14% quarter-over-quarter.
  • 13 funds opened new United Community Banks positions in Q4 2014 and 10 closed out, a net change of +3 holders.
  • The largest United Community Banks buyer in Q4 2014 was Victory Capital Management, an estimated $26M added.
  • The largest United Community Banks seller in Q4 2014 was Acadian Asset Management, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2014.