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UCB

United Community Banks

228 hedge funds and large institutions have $1.76B invested in United Community Banks in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.44B → $1.76B (+$316M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

1% more funds holding

Funds holding: 226228 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
79
Reduced
76
Closed
29
Calls
$234K
Puts
Net Calls
+$234K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$292M +$1.74M +67,101 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M +$10.3M +395,147 +5%
State Street
3
State Street
Massachusetts
$84.6M -$6M -230,992 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$84.1M -$894K -34,437 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$70.3M +$29.2M +1,125,516 +66%
VNIM
6
Vaughan Nelson Investment Management
Texas
$56.2M -$2.41M -92,925 -4%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$54.6M -$2.65M -102,208 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$47.6M -$837K -32,233 -2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$41.5M +$18.7M +718,910 +76%
Victory Capital Management
10
Victory Capital Management
Texas
$35.3M +$252K +9,689 +0.7%
Goldman Sachs
11
Goldman Sachs
New York
$32.4M +$13.4M +514,260 +65%
Renaissance Technologies
12
Renaissance Technologies
New York
$32.1M -$2.84M -109,300 -8%
Principal Financial Group
13
Principal Financial Group
Iowa
$31.8M -$1.85M -71,230 -5%
Northern Trust
14
Northern Trust
Illinois
$31.6M -$195K -7,491 -0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28.4M +$5.47M +210,828 +23%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24M +$1.57M +60,534 +7%
TA
17
Teachers Advisors
New York
$23.9M -$128K -4,916 -0.5%
SCM
18
Snyder Capital Management
California
$23.8M -$1.96M -75,519 -7%
Bank of America
19
Bank of America
North Carolina
$21.8M +$3.56M +137,166 +19%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$20.9M -$9.87M -380,154 -31%
Norges Bank
21
Norges Bank
Norway
$20M +$1.21M +46,598 +6%
Invesco
22
Invesco
Georgia
$18.4M +$2.05M +79,106 +12%
KCM
23
Kennedy Capital Management
Missouri
$17M -$2.62M -100,744 -13%
JP Morgan Chase
24
JP Morgan Chase
New York
$16.4M -$2.41M -92,808 -12%
Wells Fargo
25
Wells Fargo
California
$15.9M -$1.81M -69,737 -10%

UCB Hedge Fund Activity: Q1 2019 in Review

228 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2019, worth a combined $1.76B — up 22% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UCB positions and 29 closed out — a net gain of 5 holders — while 79 added to existing stakes and 76 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.2M. The largest seller was Millennium Management, cutting an estimated $19.9M.

  • 228 institutional investors held United Community Banks (UCB) as of Q1 2019, up from 226 in Q4 2018.
  • Funds reported $1.76B of United Community Banks stock for Q1 2019, up 22% quarter-over-quarter.
  • 34 funds opened new United Community Banks positions in Q1 2019 and 29 closed out, a net change of +5 holders.
  • The largest United Community Banks buyer in Q1 2019 was Fidelity Investments, an estimated $29.2M added.
  • The largest United Community Banks seller in Q1 2019 was Millennium Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2019.