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UCB

United Community Banks
UCB

225 hedge funds and large institutions have $2.64B invested in United Community Banks in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

23% more capital invested

Capital invested by funds: $2.15B → $2.64B (+$491M)

7% more funds holding

Funds holding: 211 → 225 (+14)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

Holders
225
Holders Change
+14
Holders Change %
+6.64%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
76
Reduced
76
Closed
18
Calls
$843K
Puts
–
Net Calls
+$843K
Net Calls Change
+$838K

Top Buyers

1
State Street
State Street
Massachusetts
+$33.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.8M
3
CAM
Cidel Asset Management
Ontario, Canada
+$15.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$11.5M
5
SCM
Snyder Capital Management
California
+$7.94M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$15M
2
Northern Trust
Northern Trust
Illinois
-$13M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.38M
4
First Trust Advisors
First Trust Advisors
Illinois
-$5.44M
5
Norges Bank
Norges Bank
Norway
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$435M -$2.36M -71,715 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M +$11.5M +350,359 +4%
State Street
3
State Street
Massachusetts
$149M +$33.1M +1,008,459 +30%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$108M -$4.01M -122,083 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M -$3.05M -93,002 -3%
Goldman Sachs
6
Goldman Sachs
New York
$95.8M -$46.4K -1,414 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$78.9M -$6.38M -194,366 -8%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$76M -$1.18M -36,074 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$74.4M -$2.89M -87,912 -4%
Principal Financial Group
10
Principal Financial Group
Iowa
$74.3M +$7.79M +237,275 +12%
Macquarie Group
11
Macquarie Group
Australia
$69.8M -$4.25M -129,289 -6%
HAM
12
HoldCo Asset Management
Florida
$62.1M – – –
SCM
13
Snyder Capital Management
California
$58.9M +$7.94M +241,794 +16%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$48.2M +$3.26M +99,327 +8%
Northern Trust
15
Northern Trust
Illinois
$45.5M -$13M -396,218 -23%
SBH
16
Segall Bryant & Hamill
Illinois
$44.3M +$3.56M +108,354 +9%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$43.6M +$22.8M +693,114 +118%
N
18
Nuveen
North Carolina
$40.8M -$453K -13,788 -1%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$36.6M -$1.65M -50,229 -4%
Norges Bank
20
Norges Bank
Norway
$29.4M -$5M -152,157 -15%
Victory Capital Management
21
Victory Capital Management
Texas
$29.2M -$4.87M -148,299 -15%
Bank of America
22
Bank of America
North Carolina
$29.2M +$1.19M +36,295 +4%
SFM
23
Systematic Financial Management
New Jersey
$25.7M -$484K -14,725 -2%
CIP
24
Chartwell Investment Partners
Pennsylvania
$23.8M +$109K +3,334 +0.5%
Charles Schwab
25
Charles Schwab
California
$23.7M +$543K +16,537 +2%
1
2 3 4 5

UCB Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2021, worth a combined $2.64B — up 23% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UCB positions and 18 closed out — a net gain of 15 holders — while 76 added to existing stakes and 76 trimmed.

The largest buyer was State Street, adding an estimated $33.1M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $15M sold.

  • 225 institutional investors held United Community Banks (UCB) as of Q1 2021, up from 211 in Q4 2020.
  • Funds reported $2.64B of United Community Banks stock for Q1 2021, up 23% quarter-over-quarter.
  • 33 funds opened new United Community Banks positions in Q1 2021 and 18 closed out, a net change of +15 holders.
  • The largest United Community Banks buyer in Q1 2021 was State Street, an estimated $33.1M added.
  • The largest United Community Banks seller in Q1 2021 was Arrowstreet Capital, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2021.