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UCB

United Community Banks

191 hedge funds and large institutions have $1.34B invested in United Community Banks in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less funds holding

Funds holding: 233191 (-42)

41% less capital invested

Capital invested by funds: $2.26B → $1.34B (-$920M)

69% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 58

Holders
191
Holders Change
-42
Holders Change %
-18.03%
% of All Funds
4.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
72
Reduced
68
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$209M +$3.07M +118,981 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M +$3.77M +146,013 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$79.8M +$5.89M +228,010 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$59M -$2.66M -102,906 -3%
Goldman Sachs
5
Goldman Sachs
New York
$57.6M -$6.65M -257,799 -8%
State Street
6
State Street
Massachusetts
$55.3M +$3.45M +133,825 +5%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$47.8M +$10.6M +410,742 +19%
Victory Capital Management
8
Victory Capital Management
Texas
$45.3M +$31.8M +1,231,008 +99%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$38.4M -$1.46M -56,459 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$34.9M +$295K +11,422 +0.6%
Macquarie Group
11
Macquarie Group
Australia
$32.3M +$3.76M +145,553 +9%
VNIM
12
Vaughan Nelson Investment Management
Texas
$30.6M -$6.36M -246,260 -13%
Northern Trust
13
Northern Trust
Illinois
$27M +$149K +5,784 +0.4%
Principal Financial Group
14
Principal Financial Group
Iowa
$25.7M -$2.33M -90,117 -6%
GT
15
Glenmede Trust
Pennsylvania
$24.3M
N
16
Nuveen
North Carolina
$22.4M +$99.3K +3,848 +0.3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$21.4M +$1.96M +76,115 +7%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$19M +$977K +37,854 +4%
Renaissance Technologies
19
Renaissance Technologies
New York
$18.5M +$1.51M +58,500 +6%
Norges Bank
20
Norges Bank
Norway
$17.3M +$1.31M +50,684 +6%
SCM
21
Snyder Capital Management
California
$16M -$2.77M -107,350 -11%
Invesco
22
Invesco
Georgia
$14.4M +$585K +22,677 +3%
Bank of America
23
Bank of America
North Carolina
$13.9M -$1.48M -57,516 -7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11.8M -$1.31M -50,879 -7%
SFM
25
Systematic Financial Management
New Jersey
$11.8M +$399K +15,463 +2%

UCB Hedge Fund Activity: Q1 2020 in Review

191 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2020, worth a combined $1.34B — down 41% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UCB and 18 opened new positions — a net loss of 40 holders — while 68 trimmed existing stakes and 72 added.

The largest buyer was Victory Capital Management, adding an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 191 institutional investors held United Community Banks (UCB) as of Q1 2020, down from 233 in Q4 2019.
  • Funds reported $1.34B of United Community Banks stock for Q1 2020, down 41% quarter-over-quarter.
  • 18 funds opened new United Community Banks positions in Q1 2020 and 58 closed out, a net change of -40 holders.
  • The largest United Community Banks buyer in Q1 2020 was Victory Capital Management, an estimated $31.8M added.
  • The largest United Community Banks seller in Q1 2020 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2020.