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 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 8 closing their positions.
0.02% more ownership
Funds ownership: 8.66% → 8.68% (+0.02%)
1% less capital invested
Capital invested by funds: $7.33M → $7.23M (-$100K)
18% less funds holding
Funds holding: 28 → 23 (-5)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
63% less first-time investments, than exits
New positions opened: 3 | 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 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$11.8K |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$3.72K |
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 |
UBCP Hedge Fund Activity: Q1 2023 in Review
23 of the 6,285 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 3 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 5 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 28 in Q4 2022.
- Funds reported $7.23M of United Bancorp stock for Q1 2023, down 1.4% quarter-over-quarter.
- 3 funds opened new United Bancorp positions in Q1 2023 and 8 closed out, a net change of -5 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.