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UCB

United Community Banks

188 hedge funds and large institutions have $1.77B invested in United Community Banks in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 185188 (+3)

1% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $1.76B → $1.77B (+$17.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
70
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$252M -$4.13M -152,761 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M +$2.73M +100,870 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$89.8M +$1.77M +65,612 +2%
State Street
4
State Street
Massachusetts
$85.1M -$6.13M -226,776 -7%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$63.1M +$7.47M +276,341 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$61M +$168K +6,220 +0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$54.3M +$5.27M +194,762 +11%
Renaissance Technologies
8
Renaissance Technologies
New York
$54.2M -$3.51M -129,800 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$50.5M -$1.01M -37,277 -2%
Victory Capital Management
10
Victory Capital Management
Texas
$47.5M -$1.04M -38,447 -2%
VNIM
11
Vaughan Nelson Investment Management
Texas
$46.2M +$45M +1,663,550 New
SFM
12
Systematic Financial Management
New Jersey
$42.4M -$9.93M -367,383 -19%
Northern Trust
13
Northern Trust
Illinois
$35M -$455K -16,815 -1%
Allianz Asset Management
14
Allianz Asset Management
Germany
$33.1M -$2.29M -84,640 -7%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$26.4M -$17.5M -648,145 -41%
JP Morgan Chase
16
JP Morgan Chase
New York
$26.1M -$2.06M -76,323 -8%
KCM
17
Kennedy Capital Management
Missouri
$25.9M -$3.18M -117,470 -11%
TA
18
Teachers Advisors
New York
$22.3M +$1.78M +65,692 +9%
Bank of America
19
Bank of America
North Carolina
$20.7M -$205K -7,576 -1%
Ameriprise
20
Ameriprise
Minnesota
$19.9M -$1.27M -46,819 -6%
PFC
21
Phocas Financial Corp
California
$19.1M +$830K +30,688 +5%
GT
22
Glenmede Trust
Pennsylvania
$18.6M
SCM
23
Snyder Capital Management
California
$18.2M +$936K +34,626 +6%
CIP
24
Chartwell Investment Partners
Pennsylvania
$17.3M -$717K -26,500 -4%
CI
25
Cambiar Investors
Colorado
$16.7M -$3.81M -140,908 -19%

UCB Hedge Fund Activity: Q2 2017 in Review

188 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2017, worth a combined $1.77B — up 1% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UCB positions and 15 closed out — a net gain of 3 holders — while 70 added to existing stakes and 69 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $45M. The largest seller was Wellington Management Group, cutting an estimated $17.5M.

  • 188 institutional investors held United Community Banks (UCB) as of Q2 2017, up from 185 in Q1 2017.
  • Funds reported $1.77B of United Community Banks stock for Q2 2017, up 1% quarter-over-quarter.
  • 18 funds opened new United Community Banks positions in Q2 2017 and 15 closed out, a net change of +3 holders.
  • The largest United Community Banks buyer in Q2 2017 was Vaughan Nelson Investment Management, an estimated $45M added.
  • The largest United Community Banks seller in Q2 2017 was Wellington Management Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2017.