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UCB

United Community Banks

153 hedge funds and large institutions have $1.19B invested in United Community Banks in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 44

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $1.13B → $1.19B (+$66.9M)

5% less funds holding

Funds holding: 161153 (-8)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
153
Holders Change
-8
Holders Change %
-4.97%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
14
Increased
75
Reduced
44
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Corsair Capital
New York
$211M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$102M +$53.7M +2,626,820 +112%
BFA
3
BlackRock Fund Advisors
California
$66.2M +$11.2M +547,638 +20%
State Street
4
State Street
Massachusetts
$48.5M +$4.79M +234,226 +11%
SFM
5
Systematic Financial Management
New Jersey
$46.6M +$331K +16,185 +0.7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$42.1M +$2.96M +144,918 +8%
Millennium Management
7
Millennium Management
New York
$38.8M -$2.61M -127,897 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$38M +$567K +27,751 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$37.4M +$2.1M +102,962 +6%
Victory Capital Management
10
Victory Capital Management
Texas
$34.7M +$1.04M +50,845 +3%
PFP
11
Patriot Financial Partners
Pennsylvania
$33.8M +$33.8M +1,651,508 New
BIT
12
BlackRock Institutional Trust
California
$28.9M +$3.6M +176,024 +14%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$24.4M -$724K -35,400 -3%
PIM
14
Perkins Investment Management
Illinois
$22.4M -$5.42M -264,981 -19%
FWIA
15
Fort Washington Investment Advisors
Ohio
$22.2M -$4.2M -205,594 -16%
DIA
16
Denver Investment Advisors
Colorado
$19.4M -$2.34M -114,454 -11%
Northern Trust
17
Northern Trust
Illinois
$18.1M +$1.96M +95,640 +12%
MCM
18
Maltese Capital Management
New York
$14.8M +$7.94M +388,198 +115%
Boston Partners
19
Boston Partners
Massachusetts
$14.8M -$3.24M -158,550 -18%
CIP
20
Chartwell Investment Partners
Pennsylvania
$14.2M -$749K -36,625 -5%
AL
21
AJO LP
Pennsylvania
$13.7M -$2.61M -127,660 -16%
Renaissance Technologies
22
Renaissance Technologies
New York
$12.1M -$957K -46,838 -7%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.9M -$266K -13,025 -2%
PFC
24
Phocas Financial Corp
California
$11.4M +$760K +37,182 +7%
HW
25
Hancock Whitney
Mississippi
$11M +$97.3K +4,760 +0.9%

UCB Hedge Fund Activity: Q3 2015 in Review

153 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2015, worth a combined $1.19B — up 5.9% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UCB and 14 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 75 added.

The largest buyer was Wellington Management Group, adding an estimated $53.7M. The largest seller was Perkins Investment Management, cutting an estimated $5.42M.

  • 153 institutional investors held United Community Banks (UCB) as of Q3 2015, down from 161 in Q2 2015.
  • Funds reported $1.19B of United Community Banks stock for Q3 2015, up 5.9% quarter-over-quarter.
  • 14 funds opened new United Community Banks positions in Q3 2015 and 21 closed out, a net change of -7 holders.
  • The largest United Community Banks buyer in Q3 2015 was Wellington Management Group, an estimated $53.7M added.
  • The largest United Community Banks seller in Q3 2015 was Perkins Investment Management, an estimated $5.42M sold.

Based on aggregated 13F filings for Q3 2015.