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UCB

United Community Banks

185 hedge funds and large institutions have $1.09B invested in United Community Banks in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

237% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 30

16% more funds holding

Funds holding: 159185 (+26)

3% more capital invested

Capital invested by funds: $1.06B → $1.09B (+$29.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
185
Holders Change
+26
Holders Change %
+16.35%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
35
Increased
101
Reduced
30
Closed
7
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$81.9M +$17.2M +890,306 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.7M +$10.7M +554,912 +16%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$56.4M -$32.3M -1,673,928 -35%
Millennium Management
4
Millennium Management
New York
$51.3M +$14.3M +741,327 +36%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$47.9M +$7.51M +388,764 +17%
Allianz Asset Management
6
Allianz Asset Management
Germany
$42.8M +$45.2M +2,341,300 New
Victory Capital Management
7
Victory Capital Management
Texas
$42M +$2.96M +153,225 +7%
SFM
8
Systematic Financial Management
New Jersey
$38.7M +$2.55K +132 +0%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$33.4M +$743K +38,487 +2%
BIT
10
BlackRock Institutional Trust
California
$33M +$4.97M +257,101 +17%
State Street
11
State Street
Massachusetts
$32.6M +$8.1M +419,181 +31%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$31.6M -$8.13M -421,100 -20%
Renaissance Technologies
13
Renaissance Technologies
New York
$28.8M +$10.9M +563,657 +56%
KCM
14
Kennedy Capital Management
Missouri
$23.2M +$6.28M +324,946 +35%
PIM
15
Perkins Investment Management
Illinois
$22.9M -$864K -44,741 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$21.9M +$5.62M +291,082 +32%
Northern Trust
17
Northern Trust
Illinois
$21.9M +$4.6M +238,367 +25%
DIA
18
Denver Investment Advisors
Colorado
$19.9M +$1.52M +78,740 +8%
Wells Fargo
19
Wells Fargo
California
$17.5M +$8.88M +459,744 +92%
JP Morgan Chase
20
JP Morgan Chase
New York
$14.9M +$4.63M +239,678 +41%
PFC
21
Phocas Financial Corp
California
$12.8M +$825K +42,696 +6%
CIP
22
Chartwell Investment Partners
Pennsylvania
$12.5M +$8.21K +425 +0.1%
TA
23
Teachers Advisors
New York
$12.2M +$11.5M +593,583 +788%
Boston Partners
24
Boston Partners
Massachusetts
$11.6M -$93.9K -4,861 -0.8%
HW
25
Hancock Whitney
Mississippi
$9.92M

UCB Hedge Fund Activity: Q2 2016 in Review

185 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2016, worth a combined $1.09B — up 2.8% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UCB positions and 7 closed out — a net gain of 28 holders — while 101 added to existing stakes and 30 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $45.2M. The largest seller was Corsair Capital, exiting entirely with an estimated $135M sold.

  • 185 institutional investors held United Community Banks (UCB) as of Q2 2016, up from 159 in Q1 2016.
  • Funds reported $1.09B of United Community Banks stock for Q2 2016, up 2.8% quarter-over-quarter.
  • 35 funds opened new United Community Banks positions in Q2 2016 and 7 closed out, a net change of +28 holders.
  • The largest United Community Banks buyer in Q2 2016 was Allianz Asset Management, an estimated $45.2M added.
  • The largest United Community Banks seller in Q2 2016 was Corsair Capital, an estimated $135M sold.

Based on aggregated 13F filings for Q2 2016.