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UCB

United Community Banks

219 hedge funds and large institutions have $1.95B invested in United Community Banks in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 75

2% less funds holding

Funds holding: 224219 (-5)

10% less capital invested

Capital invested by funds: $2.16B → $1.95B (-$208M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

94% less call options, than puts

Call options by funds: $285K | Put options by funds: $4.47M

Holders
219
Holders Change
-5
Holders Change %
-2.23%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
80
Reduced
75
Closed
26
Calls
$285K
Puts
$4.47M
Net Calls
-$4.18M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$322M -$4.17M -137,512 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M +$5.37M +177,250 +2%
State Street
3
State Street
Massachusetts
$107M -$5.77M -190,506 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$83.9M +$669K +22,088 +0.7%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$69.6M -$388K -12,801 -0.5%
VNIM
6
Vaughan Nelson Investment Management
Texas
$65M -$3.92M -129,300 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$57M -$6.51M -214,736 -10%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$53M +$1.16M +38,244 +2%
GT
9
Glenmede Trust
Pennsylvania
$45.1M -$1.42M -46,747 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$43M -$944K -31,165 -2%
Victory Capital Management
11
Victory Capital Management
Texas
$40M +$280K +9,233 +0.6%
Principal Financial Group
12
Principal Financial Group
Iowa
$38.2M +$2.35M +77,578 +6%
Northern Trust
13
Northern Trust
Illinois
$38M +$565K +18,651 +1%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$31.7M +$3.9M +128,845 +13%
Renaissance Technologies
15
Renaissance Technologies
New York
$31.2M -$4.15M -136,800 -11%
SCM
16
Snyder Capital Management
California
$29.5M +$3.19M +105,134 +11%
Goldman Sachs
17
Goldman Sachs
New York
$27.4M +$9.23M +304,633 +45%
TA
18
Teachers Advisors
New York
$26.6M +$643K +21,221 +2%
Bank of America
19
Bank of America
North Carolina
$25.2M -$869K -28,682 -3%
KCM
20
Kennedy Capital Management
Missouri
$22.1M +$3.62M +119,479 +18%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$22M +$1.55M +51,055 +7%
JP Morgan Chase
22
JP Morgan Chase
New York
$20.8M -$1.98M -65,266 -8%
Invesco
23
Invesco
Georgia
$19.1M +$13.4M +440,691 +179%
Norges Bank
24
Norges Bank
Norway
$18.8M +$951K +31,377 +5%
Allianz Asset Management
25
Allianz Asset Management
Germany
$18.6M +$3.4M +112,049 +20%

UCB Hedge Fund Activity: Q3 2018 in Review

219 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2018, worth a combined $1.95B — down 9.6% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of UCB and 22 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 80 added.

The largest buyer was Invesco, adding an estimated $13.4M. The largest seller was AJO LP, exiting entirely with an estimated $10.8M sold.

  • 219 institutional investors held United Community Banks (UCB) as of Q3 2018, down from 224 in Q2 2018.
  • Funds reported $1.95B of United Community Banks stock for Q3 2018, down 9.6% quarter-over-quarter.
  • 22 funds opened new United Community Banks positions in Q3 2018 and 26 closed out, a net change of -4 holders.
  • The largest United Community Banks buyer in Q3 2018 was Invesco, an estimated $13.4M added.
  • The largest United Community Banks seller in Q3 2018 was AJO LP, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2018.