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UCB

United Community Banks

226 hedge funds and large institutions have $1.44B invested in United Community Banks in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

3% more funds holding

Funds holding: 219226 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less capital invested

Capital invested by funds: $1.95B → $1.44B (-$509M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $980K

Holders
226
Holders Change
+7
Holders Change %
+3.2%
% of All Funds
5.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
83
Reduced
73
Closed
31
Calls
Puts
$980K
Net Calls
-$980K
Net Calls Change
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$250M +$2.71M +109,641 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M +$6.76M +273,775 +4%
State Street
3
State Street
Massachusetts
$77.9M -$5.36M -217,100 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73.1M +$9.85M +398,806 +13%
VNIM
5
Vaughan Nelson Investment Management
Texas
$50.4M +$459K +18,590 +0.8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$41.6M +$1.01M +41,089 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$36.4M -$8.6M -348,162 -17%
Victory Capital Management
8
Victory Capital Management
Texas
$30.2M -$634K -25,677 -2%
Renaissance Technologies
9
Renaissance Technologies
New York
$30M +$6.86M +277,757 +25%
Principal Financial Group
10
Principal Financial Group
Iowa
$28.9M -$578K -23,424 -2%
Northern Trust
11
Northern Trust
Illinois
$27.4M -$2.08M -84,176 -6%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$26.2M +$2.09M +84,792 +7%
Millennium Management
13
Millennium Management
New York
$22.3M +$13.2M +536,075 +107%
SCM
14
Snyder Capital Management
California
$22.1M -$683K -27,655 -3%
TA
15
Teachers Advisors
New York
$20.6M +$163K +6,610 +0.7%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$20.3M +$23.3M +945,763 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19.9M -$15.1M -610,778 -40%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$19.3M +$2.73M +110,681 +14%
Goldman Sachs
19
Goldman Sachs
New York
$16.9M -$4.84M -195,938 -20%
KCM
20
Kennedy Capital Management
Missouri
$16.8M -$186K -7,516 -1%
Norges Bank
21
Norges Bank
Norway
$16.2M +$1.94M +78,595 +12%
JP Morgan Chase
22
JP Morgan Chase
New York
$16.1M +$151K +6,129 +0.8%
Bank of America
23
Bank of America
North Carolina
$15.8M -$4.08M -165,298 -18%
Allianz Asset Management
24
Allianz Asset Management
Germany
$15.5M +$1.39M +56,242 +8%
Wells Fargo
25
Wells Fargo
California
$15.2M +$1.58M +63,931 +10%

UCB Hedge Fund Activity: Q4 2018 in Review

226 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2018, worth a combined $1.44B — down 26% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UCB positions and 31 closed out — a net gain of 8 holders — while 83 added to existing stakes and 73 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $23.3M. The largest seller was Royal Bank of Canada, cutting an estimated $15.1M.

  • 226 institutional investors held United Community Banks (UCB) as of Q4 2018, up from 219 in Q3 2018.
  • Funds reported $1.44B of United Community Banks stock for Q4 2018, down 26% quarter-over-quarter.
  • 39 funds opened new United Community Banks positions in Q4 2018 and 31 closed out, a net change of +8 holders.
  • The largest United Community Banks buyer in Q4 2018 was Janus Henderson Group, an estimated $23.3M added.
  • The largest United Community Banks seller in Q4 2018 was Royal Bank of Canada, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2018.