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UCB

United Community Banks

211 hedge funds and large institutions have $2.15B invested in United Community Banks in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

76% more capital invested

Capital invested by funds: $1.22B → $2.15B (+$932M)

11% more funds holding

Funds holding: 190211 (+21)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
66
Reduced
68
Closed
15
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$364M +$8.84M +374,232 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M +$5.2M +220,288 +3%
State Street
3
State Street
Massachusetts
$95.8M +$6.41M +271,531 +9%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$93.2M -$3.56M -150,661 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$91.1M -$3.09M -130,905 -4%
Goldman Sachs
6
Goldman Sachs
New York
$79.9M -$5.07M -214,826 -7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$71.3M -$367K -15,527 -0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$64.5M +$1.16M +49,117 +2%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$64.4M +$4.55M +192,702 +9%
Macquarie Group
10
Macquarie Group
Australia
$61.9M -$3.01M -127,373 -6%
Principal Financial Group
11
Principal Financial Group
Iowa
$55.2M +$869K +36,788 +2%
HAM
12
HoldCo Asset Management
Florida
$51.8M +$43M +1,820,257 New
Northern Trust
13
Northern Trust
Illinois
$49.2M -$746K -31,613 -2%
SCM
14
Snyder Capital Management
California
$42.2M +$7.88M +333,742 +29%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$37.4M +$2.11M +89,355 +7%
N
16
Nuveen
North Carolina
$34.4M -$1.45M -61,600 -5%
SBH
17
Segall Bryant & Hamill
Illinois
$33.8M +$7.98M +338,052 +40%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$32M +$15.6M +660,143 +142%
Norges Bank
19
Norges Bank
Norway
$28.8M
Victory Capital Management
20
Victory Capital Management
Texas
$28.6M -$769K -32,588 -3%
Bank of America
21
Bank of America
North Carolina
$23.3M -$1.19M -50,343 -6%
SFM
22
Systematic Financial Management
New Jersey
$21.8M -$695K -29,438 -4%
CIP
23
Chartwell Investment Partners
Pennsylvania
$19.7M -$218K -9,237 -1%
Charles Schwab
24
Charles Schwab
California
$19.3M +$462K +19,579 +3%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$16.7M +$12.6M +534,868 +1,049%

UCB Hedge Fund Activity: Q4 2020 in Review

211 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q4 2020, worth a combined $2.15B — up 76% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UCB positions and 15 closed out — a net gain of 21 holders — while 66 added to existing stakes and 68 trimmed.

The largest buyer was Rothschild & Co Asset Management US, adding an estimated $15.6M. The largest seller was Allianz Asset Management, cutting an estimated $10.4M.

  • 211 institutional investors held United Community Banks (UCB) as of Q4 2020, up from 190 in Q3 2020.
  • Funds reported $2.15B of United Community Banks stock for Q4 2020, up 76% quarter-over-quarter.
  • 36 funds opened new United Community Banks positions in Q4 2020 and 15 closed out, a net change of +21 holders.
  • The largest United Community Banks buyer in Q4 2020 was Rothschild & Co Asset Management US, an estimated $15.6M added.
  • The largest United Community Banks seller in Q4 2020 was Allianz Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2020.