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UCB

United Community Banks

159 hedge funds and large institutions have $1.06B invested in United Community Banks in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 162159 (-3)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$70.3M)

Holders
159
Holders Change
-3
Holders Change %
-1.85%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
20
Increased
73
Reduced
49
Closed
22
Calls
$279K
Puts
Net Calls
+$279K
Net Calls Change
+$279K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Corsair Capital
New York
$135M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$87.9M -$26.5M -1,497,616 -24%
BFA
3
BlackRock Fund Advisors
California
$66.3M +$1.73M +97,324 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$63.1M +$6.35M +358,218 +12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41.2M +$3.53M +198,873 +10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$39.7M +$16.8M +947,800 +79%
Victory Capital Management
7
Victory Capital Management
Texas
$39.6M +$5.23M +295,094 +16%
SFM
8
Systematic Financial Management
New Jersey
$39M -$1.28M -72,395 -3%
Millennium Management
9
Millennium Management
New York
$38.1M -$666K -37,559 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33M +$386K +21,802 +1%
BIT
11
BlackRock Institutional Trust
California
$28.5M +$650K +36,685 +2%
State Street
12
State Street
Massachusetts
$25.2M -$251K -14,137 -1%
PIM
13
Perkins Investment Management
Illinois
$23.9M +$4.81M +271,090 +26%
Renaissance Technologies
14
Renaissance Technologies
New York
$18.6M +$4.59M +258,830 +35%
DIA
15
Denver Investment Advisors
Colorado
$18.6M +$2.44M +137,753 +16%
Northern Trust
16
Northern Trust
Illinois
$18.2M +$1.13M +63,687 +7%
KCM
17
Kennedy Capital Management
Missouri
$17.4M +$4.23M +238,589 +34%
FWIA
18
Fort Washington Investment Advisors
Ohio
$17.3M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16.7M +$6.35M +358,029 +65%
MCM
20
Maltese Capital Management
New York
$14.3M -$590K -33,300 -4%
CIP
21
Chartwell Investment Partners
Pennsylvania
$12.6M -$284K -16,025 -2%
PFC
22
Phocas Financial Corp
California
$12.2M +$1.09M +61,217 +10%
Boston Partners
23
Boston Partners
Massachusetts
$11.8M -$1.48M -83,340 -12%
JP Morgan Chase
24
JP Morgan Chase
New York
$10.7M +$9.68M +545,933 +1,723%
Wells Fargo
25
Wells Fargo
California
$9.21M -$1.62M -91,372 -15%

UCB Hedge Fund Activity: Q1 2016 in Review

159 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2016, worth a combined $1.06B — down 6.2% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UCB and 20 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 73 added.

The largest buyer was Fidelity Investments, adding an estimated $16.8M. The largest seller was Wellington Management Group, cutting an estimated $26.5M.

  • 159 institutional investors held United Community Banks (UCB) as of Q1 2016, down from 162 in Q4 2015.
  • Funds reported $1.06B of United Community Banks stock for Q1 2016, down 6.2% quarter-over-quarter.
  • 20 funds opened new United Community Banks positions in Q1 2016 and 22 closed out, a net change of -2 holders.
  • The largest United Community Banks buyer in Q1 2016 was Fidelity Investments, an estimated $16.8M added.
  • The largest United Community Banks seller in Q1 2016 was Wellington Management Group, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2016.