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USBC

USBC Inc
USBC

22 hedge funds and large institutions have $1.68M invested in USBC Inc in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0% more ownership

Funds ownership: 0.08% → 0.09% (+0%)

5% less capital invested

Capital invested by funds: $1.76M → $1.68M (-$79.8K)

12% less funds holding

Funds holding: 25 → 22 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$151K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$36.6K
3
CC
Callan Capital
California
+$21.7K
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$16.3K
5
Northern Trust
Northern Trust
Illinois
+$3.42K

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$332K
2
Citadel Advisors
Citadel Advisors
Florida
-$50.6K
3
VF
Virtu Financial
New York
-$34K
4
AI
Atom Investors
Texas
-$21.8K
5
Millennium Management
Millennium Management
New York
-$14.3K

USBC Hedge Fund Activity: Q2 2023 in Review

22 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in USBC Inc (USBC) for Q2 2023, worth a combined $1.68M — down 4.5% from $1.76M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of USBC and 0 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 5 added.

The largest buyer was Geode Capital Management, adding an estimated $151K. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $332K sold.

  • 22 institutional investors held USBC Inc (USBC) as of Q2 2023, down from 25 in Q1 2023.
  • Funds reported $1.68M of USBC Inc stock for Q2 2023, down 4.5% quarter-over-quarter.
  • 0 funds opened new USBC Inc positions in Q2 2023 and 3 closed out, a net change of -3 holders.
  • The largest USBC Inc buyer in Q2 2023 was Geode Capital Management, an estimated $151K added.
  • The largest USBC Inc seller in Q2 2023 was EP Wealth Advisors, an estimated $332K sold.

Based on aggregated 13F filings for Q2 2023.