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UCB

United Community Banks

192 hedge funds and large institutions have $1.84B invested in United Community Banks in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 54

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

2% more funds holding

Funds holding: 188192 (+4)

4% more capital invested

Capital invested by funds: $1.77B → $1.84B (+$70.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
86
Reduced
54
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$280M +$19.6M +725,432 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M +$6.81M +251,874 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$94.6M +$2.25M +83,398 +3%
State Street
4
State Street
Massachusetts
$84M -$3.24M -119,840 -4%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$67.1M +$2.93M +108,377 +5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$61.3M -$1.22M -45,014 -2%
VNIM
7
Vaughan Nelson Investment Management
Texas
$51.9M +$4.17M +154,475 +9%
Renaissance Technologies
8
Renaissance Technologies
New York
$51.5M -$3.91M -144,757 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$49.7M -$2.1M -77,714 -4%
Victory Capital Management
10
Victory Capital Management
Texas
$48.9M +$164K +6,077 +0.4%
GT
11
Glenmede Trust
Pennsylvania
$42.9M +$22.4M +828,135 +123%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$41.9M -$13.1M -484,791 -25%
Principal Financial Group
13
Principal Financial Group
Iowa
$39.8M +$22.9M +846,122 +154%
Northern Trust
14
Northern Trust
Illinois
$35.7M -$190K -7,021 -0.6%
SFM
15
Systematic Financial Management
New Jersey
$33M -$10M -371,087 -24%
Allianz Asset Management
16
Allianz Asset Management
Germany
$29.1M -$4.64M -171,895 -14%
Norges Bank
17
Norges Bank
Norway
$27.3M +$20.5M +760,174 +387%
Bank of America
18
Bank of America
North Carolina
$25.8M +$4.38M +162,071 +22%
SCM
19
Snyder Capital Management
California
$25.5M +$6.48M +240,003 +37%
TA
20
Teachers Advisors
New York
$23.4M +$414K +15,337 +2%
Millennium Management
21
Millennium Management
New York
$22.1M +$14.1M +520,327 +205%
JP Morgan Chase
22
JP Morgan Chase
New York
$21M -$5.43M -200,944 -21%
Ameriprise
23
Ameriprise
Minnesota
$20.5M +$52.6K +1,947 +0.3%
Wells Fargo
24
Wells Fargo
California
$18.6M +$1.78M +65,871 +11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$17.5M +$418K +15,464 +3%

UCB Hedge Fund Activity: Q3 2017 in Review

192 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2017, worth a combined $1.84B — up 4% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UCB positions and 17 closed out — a net gain of 6 holders — while 86 added to existing stakes and 54 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $26.4M sold.

  • 192 institutional investors held United Community Banks (UCB) as of Q3 2017, up from 188 in Q2 2017.
  • Funds reported $1.84B of United Community Banks stock for Q3 2017, up 4% quarter-over-quarter.
  • 23 funds opened new United Community Banks positions in Q3 2017 and 17 closed out, a net change of +6 holders.
  • The largest United Community Banks buyer in Q3 2017 was Principal Financial Group, an estimated $22.9M added.
  • The largest United Community Banks seller in Q3 2017 was Wellington Management Group, an estimated $26.4M sold.

Based on aggregated 13F filings for Q3 2017.