United Bancorp
UBCP
23 hedge funds and large institutions have $7.23M invested in United Bancorp in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 8 closing their positions.
0.5% less ownership
Funds ownership: 9.18% → 8.68% (-0.5%)
1% less capital invested
Capital invested by funds: $7.33M → $7.23M (-$101K)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
21% less funds holding
Funds holding: 29 → 23 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
+$498K |
| 2 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$42.2K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$29.8K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.5K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$11.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$324K |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$167K |
| 3 |
LPL Financial
San Diego,
California
|
-$151K |
| 4 |
BlackRock
New York
|
-$117K |
| 5 |
LAM
Lakewood Asset Management
Naperville,
Illinois
|
-$90K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
26
Bartlett & Co
Cincinnati,
Ohio
| – | -$8K | -546 | Closed |
|
|
BCWM
27
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$8.07K | -546 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | -$74 | -5 | Closed |
|
29
Citigroup
New York
| – | -$15 | -1 | Closed |
|
30
Fidelity Investments
Boston,
Massachusetts
| – | -$15 | -1 | Closed |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$102 | +7 | New |
|
UBCP Hedge Fund Activity: Q1 2023 in Review
23 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q1 2023, worth a combined $7.23M — down 1.4% from $7.33M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of UBCP and 2 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 6 added.
The largest buyer was Vantage Financial Partners (Wisconsin), opening a new position worth an estimated $498K. The largest seller was AllianceBernstein, cutting an estimated $324K.
- 23 institutional investors held United Bancorp (UBCP) as of Q1 2023, down from 29 in Q4 2022.
- Funds reported $7.23M of United Bancorp stock for Q1 2023, down 1.4% quarter-over-quarter.
- 2 funds opened new United Bancorp positions in Q1 2023 and 8 closed out, a net change of -6 holders.
- The largest United Bancorp buyer in Q1 2023 was Vantage Financial Partners (Wisconsin), an estimated $498K added.
- The largest United Bancorp seller in Q1 2023 was AllianceBernstein, an estimated $324K sold.
Based on aggregated 13F filings for Q1 2023.