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UCB

United Community Banks

226 hedge funds and large institutions have $2.51B invested in United Community Banks in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 75

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 225226 (+1)

5% less capital invested

Capital invested by funds: $2.64B → $2.51B (-$132M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
84
Reduced
75
Closed
18
Calls
$2.56M
Puts
Net Calls
+$2.56M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$408M +$625K +18,578 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M +$10.3M +304,760 +3%
State Street
3
State Street
Massachusetts
$140M -$783K -23,272 -0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$96.7M -$2.99M -88,810 -3%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$89M -$12.6M -374,408 -12%
Goldman Sachs
6
Goldman Sachs
New York
$88.8M -$1.21M -35,815 -1%
Principal Financial Group
7
Principal Financial Group
Iowa
$83.5M +$14.5M +432,175 +20%
Macquarie Group
8
Macquarie Group
Australia
$78.6M +$13.7M +407,848 +20%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$74.5M +$3.35M +99,394 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$64.8M -$5.24M -155,617 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$61.2M -$13.5M -400,843 -17%
SCM
12
Snyder Capital Management
California
$58.6M +$3.55M +105,565 +6%
HAM
13
HoldCo Asset Management
Florida
$58.3M
Wellington Management Group
14
Wellington Management Group
Massachusetts
$55.5M +$15.3M +455,867 +36%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$49.8M +$4.74M +140,764 +10%
Northern Trust
16
Northern Trust
Illinois
$44.3M +$1.76M +52,420 +4%
SBH
17
Segall Bryant & Hamill
Illinois
$42.7M +$1.17M +34,856 +3%
N
18
Nuveen
North Carolina
$35.2M -$3.27M -97,179 -8%
Victory Capital Management
19
Victory Capital Management
Texas
$32.3M +$5.11M +151,800 +18%
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$30.5M -$4.09M -121,340 -11%
SFM
21
Systematic Financial Management
New Jersey
$28.2M +$4.33M +128,472 +17%
Norges Bank
22
Norges Bank
Norway
$26.5M -$1.15M -34,126 -4%
Bank of America
23
Bank of America
North Carolina
$25.2M -$2.35M -69,717 -8%
Charles Schwab
24
Charles Schwab
California
$23.1M +$944K +28,046 +4%
CIP
25
Chartwell Investment Partners
Pennsylvania
$22.1M -$220K -6,520 -0.9%

UCB Hedge Fund Activity: Q2 2021 in Review

226 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2021, worth a combined $2.51B — down 5% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UCB positions and 18 closed out — a net gain of 1 holder — while 84 added to existing stakes and 75 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $13.5M.

  • 226 institutional investors held United Community Banks (UCB) as of Q2 2021, up from 225 in Q1 2021.
  • Funds reported $2.51B of United Community Banks stock for Q2 2021, down 5% quarter-over-quarter.
  • 19 funds opened new United Community Banks positions in Q2 2021 and 18 closed out, a net change of +1 holder.
  • The largest United Community Banks buyer in Q2 2021 was Wellington Management Group, an estimated $15.3M added.
  • The largest United Community Banks seller in Q2 2021 was Fidelity Investments, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2021.