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UCB

United Community Banks

216 hedge funds and large institutions have $2.04B invested in United Community Banks in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $2.09B → $2.04B (-$53.1M)

4% less funds holding

Funds holding: 225216 (-9)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
69
Reduced
87
Closed
26
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$330M -$882K -32,163 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$234M +$2.73M +99,383 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$100M +$62.6K +2,281 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$96.3M +$301K +10,964 +0.3%
Goldman Sachs
5
Goldman Sachs
New York
$83.5M +$15.6M +569,783 +24%
State Street
6
State Street
Massachusetts
$82.1M -$8.05M -293,540 -9%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$59M +$6.65M +242,419 +13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$55.2M +$3.79M +138,138 +8%
VNIM
9
Vaughan Nelson Investment Management
Texas
$54M -$4.17M -152,062 -7%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$53.5M -$7.81M -284,808 -13%
Principal Financial Group
11
Principal Financial Group
Iowa
$42.9M -$219K -7,982 -0.5%
Northern Trust
12
Northern Trust
Illinois
$42.4M +$2.54M +92,772 +7%
Macquarie Group
13
Macquarie Group
Australia
$40.2M +$8.74M +318,744 +29%
N
14
Nuveen
North Carolina
$35.2M +$516K +18,827 +2%
Victory Capital Management
15
Victory Capital Management
Texas
$30.7M -$181K -6,591 -0.6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$30M +$530K +19,338 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$29.1M -$2.52M -91,900 -8%
SCM
18
Snyder Capital Management
California
$28.5M +$1.72M +62,822 +7%
Bank of America
19
Bank of America
North Carolina
$26M -$104K -3,806 -0.4%
Norges Bank
20
Norges Bank
Norway
$25.3M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24.4M -$5.88M -214,476 -20%
Invesco
22
Invesco
Georgia
$22.6M +$1.76M +64,050 +9%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$21.8M -$1.73M -62,949 -8%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$18.6M +$519K +18,926 +3%
Stifel Financial
25
Stifel Financial
Missouri
$18.3M -$871K -31,774 -5%

UCB Hedge Fund Activity: Q3 2019 in Review

216 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2019, worth a combined $2.04B — down 2.5% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of UCB and 17 opened new positions — a net loss of 9 holders — while 87 trimmed existing stakes and 69 added.

The largest buyer was Goldman Sachs, adding an estimated $15.6M. The largest seller was State Street, cutting an estimated $8.05M.

  • 216 institutional investors held United Community Banks (UCB) as of Q3 2019, down from 225 in Q2 2019.
  • Funds reported $2.04B of United Community Banks stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 17 funds opened new United Community Banks positions in Q3 2019 and 26 closed out, a net change of -9 holders.
  • The largest United Community Banks buyer in Q3 2019 was Goldman Sachs, an estimated $15.6M added.
  • The largest United Community Banks seller in Q3 2019 was State Street, an estimated $8.05M sold.

Based on aggregated 13F filings for Q3 2019.