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UCB

United Community Banks

184 hedge funds and large institutions have $1.86B invested in United Community Banks in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

49% more capital invested

Capital invested by funds: $1.25B → $1.86B (+$608M)

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

14% more funds holding

Funds holding: 162184 (+22)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
184
Holders Change
+22
Holders Change %
+13.58%
% of All Funds
4.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
44
Increased
68
Reduced
51
Closed
19
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$168M +$41.3M +1,648,031 +41%
BFA
2
BlackRock Fund Advisors
California
$164M +$16.5M +659,495 +14%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$89.9M -$11.7M -466,456 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$89.3M +$3.34M +133,413 +5%
SFM
5
Systematic Financial Management
New Jersey
$70.7M +$5.6M +223,632 +10%
Victory Capital Management
6
Victory Capital Management
Texas
$69.3M -$2.35M -93,818 -4%
BIT
7
BlackRock Institutional Trust
California
$67.8M +$3.36M +133,999 +6%
State Street
8
State Street
Massachusetts
$63.3M +$5.17M +206,485 +11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$54.9M +$1.75M +69,772 +4%
Renaissance Technologies
10
Renaissance Technologies
New York
$51.9M +$5.79M +231,100 +15%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$51.3M +$832K +33,200 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$46.7M +$9.44M +376,977 +31%
Allianz Asset Management
13
Allianz Asset Management
Germany
$43.1M -$22.5M -899,745 -38%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$42.6M +$36M +1,437,816 New
Northern Trust
15
Northern Trust
Illinois
$37.6M +$1.48M +58,913 +5%
KCM
16
Kennedy Capital Management
Missouri
$36.9M +$440K +17,563 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$34.7M +$6M +239,372 +26%
DIA
18
Denver Investment Advisors
Colorado
$25.9M -$5.1M -203,785 -19%
CI
19
Cambiar Investors
Colorado
$22.7M +$19.2M +765,200 New
PFC
20
Phocas Financial Corp
California
$22.1M -$19.4K -773 -0.1%
TA
21
Teachers Advisors
New York
$20.9M +$103K +4,099 +0.6%
CIP
22
Chartwell Investment Partners
Pennsylvania
$19.1M -$402K -16,043 -2%
Bank of America
23
Bank of America
North Carolina
$19M +$2.76M +110,176 +21%
Wells Fargo
24
Wells Fargo
California
$18.9M +$1.97M +78,588 +14%
SCM
25
Snyder Capital Management
California
$18.6M +$7.18M +286,845 +84%

UCB Hedge Fund Activity: Q4 2016 in Review

184 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2016, worth a combined $1.86B — up 49% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UCB positions and 19 closed out — a net gain of 25 holders — while 68 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $41.3M. The largest seller was Perkins Investment Management, cutting an estimated $42.6M.

  • 184 institutional investors held United Community Banks (UCB) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $1.86B of United Community Banks stock for Q4 2016, up 49% quarter-over-quarter.
  • 44 funds opened new United Community Banks positions in Q4 2016 and 19 closed out, a net change of +25 holders.
  • The largest United Community Banks buyer in Q4 2016 was Vanguard Group, an estimated $41.3M added.
  • The largest United Community Banks seller in Q4 2016 was Perkins Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q4 2016.