We are live on ! Find out more
UCB

United Community Banks

162 hedge funds and large institutions have $1.25B invested in United Community Banks in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

15% more capital invested

Capital invested by funds: $1.09B → $1.25B (+$163M)

12% less funds holding

Funds holding: 185162 (-23)

58% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 36

Holders
162
Holders Change
-23
Holders Change %
-12.43%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
66
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$102M +$7.65M +385,805 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.3M +$797K +40,178 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$73.6M +$8.27M +416,757 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$60.5M +$5.15M +259,677 +10%
Victory Capital Management
5
Victory Capital Management
Texas
$51.2M +$2.7M +136,093 +6%
Allianz Asset Management
6
Allianz Asset Management
Germany
$49.5M +$250K +12,600 +0.5%
SFM
7
Systematic Financial Management
New Jersey
$45.5M +$1M +50,426 +2%
BIT
8
BlackRock Institutional Trust
California
$45.3M +$7.02M +354,080 +20%
Millennium Management
9
Millennium Management
New York
$43M -$15.1M -758,923 -27%
State Street
10
State Street
Massachusetts
$40.6M +$2.95M +148,476 +8%
PIM
11
Perkins Investment Management
Illinois
$38.7M +$11.7M +588,539 +47%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$37.5M -$817K -41,190 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$35.7M -$645K -32,533 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$32M -$1.01M -50,800 -3%
KCM
15
Kennedy Capital Management
Missouri
$25.8M -$782K -39,412 -3%
Northern Trust
16
Northern Trust
Illinois
$25.4M +$314K +15,839 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25.2M +$50.9K +2,567 +0.2%
DIA
18
Denver Investment Advisors
Colorado
$22.6M -$187K -9,413 -0.9%
JP Morgan Chase
19
JP Morgan Chase
New York
$19.6M +$2.3M +116,053 +14%
PFC
20
Phocas Financial Corp
California
$15.7M +$906K +45,654 +7%
TA
21
Teachers Advisors
New York
$14.7M +$623K +31,400 +5%
CIP
22
Chartwell Investment Partners
Pennsylvania
$13.9M -$393K -19,800 -3%
MCM
23
Maltese Capital Management
New York
$13.2M +$2.17M +109,300 +21%
Boston Partners
24
Boston Partners
Massachusetts
$12.9M -$314K -15,810 -3%
Wells Fargo
25
Wells Fargo
California
$11.7M -$7.92M -399,519 -42%

UCB Hedge Fund Activity: Q3 2016 in Review

162 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2016, worth a combined $1.25B — up 15% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UCB and 15 opened new positions — a net loss of 21 holders — while 51 trimmed existing stakes and 66 added.

The largest buyer was Perkins Investment Management, adding an estimated $11.7M. The largest seller was Millennium Management, cutting an estimated $15.1M.

  • 162 institutional investors held United Community Banks (UCB) as of Q3 2016, down from 185 in Q2 2016.
  • Funds reported $1.25B of United Community Banks stock for Q3 2016, up 15% quarter-over-quarter.
  • 15 funds opened new United Community Banks positions in Q3 2016 and 36 closed out, a net change of -21 holders.
  • The largest United Community Banks buyer in Q3 2016 was Perkins Investment Management, an estimated $11.7M added.
  • The largest United Community Banks seller in Q3 2016 was Millennium Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2016.