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UCB

United Community Banks

224 hedge funds and large institutions have $2.16B invested in United Community Banks in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

16% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 70

4% more funds holding

Funds holding: 216224 (+8)

3% less capital invested

Capital invested by funds: $2.22B → $2.16B (-$56M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
224
Holders Change
+8
Holders Change %
+3.7%
% of All Funds
5.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
81
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$358M +$26.8M +823,876 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M +$8.93M +274,147 +4%
State Street
3
State Street
Massachusetts
$123M +$7.05M +216,411 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$91.6M -$10.1M -308,736 -9%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$78.2M +$3.61M +110,843 +5%
VNIM
6
Vaughan Nelson Investment Management
Texas
$75.4M +$12.8M +394,625 +19%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$69.3M +$16M +492,017 +28%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$57.1M -$2.42M -74,273 -4%
GT
9
Glenmede Trust
Pennsylvania
$51M +$2M +61,468 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$48.2M -$6.81M -209,020 -12%
Victory Capital Management
11
Victory Capital Management
Texas
$43.7M -$9.36M -287,418 -17%
Northern Trust
12
Northern Trust
Illinois
$41.2M +$2.26M +69,258 +5%
Principal Financial Group
13
Principal Financial Group
Iowa
$39.6M +$2M +61,376 +5%
Renaissance Technologies
14
Renaissance Technologies
New York
$38.5M -$14.1M -433,257 -26%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$30.9M +$30.8M +944,889 +1,545%
SCM
16
Snyder Capital Management
California
$29.2M -$175K -5,385 -0.6%
TA
17
Teachers Advisors
New York
$28.6M +$362K +11,110 +1%
Bank of America
18
Bank of America
North Carolina
$28.5M +$369K +11,344 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$24.9M -$5.75M -176,516 -18%
SFM
20
Systematic Financial Management
New Jersey
$23.1M -$8.27M -254,044 -25%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$22.7M +$2.55M +78,285 +12%
Goldman Sachs
22
Goldman Sachs
New York
$20.8M +$5.49M +168,570 +33%
KCM
23
Kennedy Capital Management
Missouri
$20.6M +$6.81M +209,015 +45%
Wells Fargo
24
Wells Fargo
California
$20.4M +$1.64M +50,458 +8%
Norges Bank
25
Norges Bank
Norway
$19.8M +$962K +29,542 +5%

UCB Hedge Fund Activity: Q2 2018 in Review

224 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2018, worth a combined $2.16B — down 2.5% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UCB positions and 14 closed out — a net gain of 9 holders — while 81 added to existing stakes and 70 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $30.8M. The largest seller was Millennium Management, cutting an estimated $16.6M.

  • 224 institutional investors held United Community Banks (UCB) as of Q2 2018, up from 216 in Q1 2018.
  • Funds reported $2.16B of United Community Banks stock for Q2 2018, down 2.5% quarter-over-quarter.
  • 23 funds opened new United Community Banks positions in Q2 2018 and 14 closed out, a net change of +9 holders.
  • The largest United Community Banks buyer in Q2 2018 was VOYA Investment Management, an estimated $30.8M added.
  • The largest United Community Banks seller in Q2 2018 was Millennium Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2018.