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UCB

United Community Banks

233 hedge funds and large institutions have $2.26B invested in United Community Banks in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $2.04B → $2.26B (+$221M)

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

8% more funds holding

Funds holding: 216233 (+17)

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
77
Reduced
70
Closed
12
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M -$10.2M -336,471 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$257M +$2.06M +68,210 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$127M +$17.7M +585,490 +17%
Goldman Sachs
4
Goldman Sachs
New York
$105M +$13.8M +458,163 +16%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$103M -$2.21M -73,111 -2%
State Street
6
State Street
Massachusetts
$88.7M -$742K -24,560 -0.9%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$68M +$3.58M +118,592 +6%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$65.1M +$7.27M +240,485 +13%
VNIM
9
Vaughan Nelson Investment Management
Texas
$59.2M +$398K +13,177 +0.7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$58.4M -$1.68M -55,701 -3%
Macquarie Group
11
Macquarie Group
Australia
$49.9M +$5.98M +197,924 +14%
Principal Financial Group
12
Principal Financial Group
Iowa
$46M -$677K -22,404 -1%
Northern Trust
13
Northern Trust
Illinois
$45.4M -$762K -25,229 -2%
Victory Capital Management
14
Victory Capital Management
Texas
$38.5M +$4.86M +160,958 +15%
N
15
Nuveen
North Carolina
$37.6M -$706K -23,376 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$33.7M +$990K +32,757 +3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$30.9M +$19.6M +647,373 +183%
SCM
18
Snyder Capital Management
California
$30.2M -$814K -26,950 -3%
Renaissance Technologies
19
Renaissance Technologies
New York
$29.4M -$2.21M -73,100 -7%
Norges Bank
20
Norges Bank
Norway
$27.5M
Bank of America
21
Bank of America
North Carolina
$25.2M -$3.06M -101,363 -11%
GT
22
Glenmede Trust
Pennsylvania
$24.3M -$2.71M -89,714 -10%
Invesco
23
Invesco
Georgia
$23.7M -$931K -30,824 -4%
Morgan Stanley
24
Morgan Stanley
New York
$23.6M +$15.2M +502,202 +191%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$21.5M -$5M -165,418 -19%

UCB Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2019, worth a combined $2.26B — up 11% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UCB positions and 12 closed out — a net gain of 25 holders — while 77 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19.6M. The largest seller was VOYA Investment Management, cutting an estimated $20.3M.

  • 233 institutional investors held United Community Banks (UCB) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $2.26B of United Community Banks stock for Q4 2019, up 11% quarter-over-quarter.
  • 37 funds opened new United Community Banks positions in Q4 2019 and 12 closed out, a net change of +25 holders.
  • The largest United Community Banks buyer in Q4 2019 was Wellington Management Group, an estimated $19.6M added.
  • The largest United Community Banks seller in Q4 2019 was VOYA Investment Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2019.