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USCB Financial Holdings

62 hedge funds and large institutions have $153M invested in USCB Financial Holdings in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

17% more funds holding

Funds holding: 5362 (+9)

12% more capital invested

Capital invested by funds: $137M → $153M (+$16.7M)

2.94% more ownership

Funds ownership: 57.12%60.06% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
20
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
26
Keeley-Teton Advisors
Illinois
$370K
Citadel Advisors
27
Citadel Advisors
Florida
$294K +$267K +22,917 New
RJA
28
Raymond James & Associates
Florida
$283K +$257K +22,086 New
Barclays
29
Barclays
United Kingdom
$263K +$90.2K +7,746 +61%
Millennium Management
30
Millennium Management
New York
$229K +$208K +17,860 New
BCM
31
Bridgeway Capital Management
Texas
$225K
Invesco
32
Invesco
Georgia
$208K -$15.7K -1,351 -8%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$206K -$11.6K -999 -6%
N
34
Nuveen
North Carolina
$200K
Bank of America
35
Bank of America
North Carolina
$200K +$103K +8,865 +133%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$155K -$158K -13,557 -53%
Deutsche Bank
37
Deutsche Bank
Germany
$151K +$137K +11,796 New
HSBC Holdings
38
HSBC Holdings
United Kingdom
$134K +$126K +10,804 New
LSV Asset Management
39
LSV Asset Management
Illinois
$131K +$119K +10,200 New
Jane Street
40
Jane Street
New York
$129K +$117K +10,025 New
First Manhattan
41
First Manhattan
New York
$128K
JP Morgan Chase
42
JP Morgan Chase
New York
$76.9K -$131K -11,241 -65%
CF
43
Corebridge Financial
Texas
$72.3K +$65.6K +5,633 New
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$62.6K +$56.8K +4,881 New
Wells Fargo
45
Wells Fargo
California
$54.6K +$6.23K +535 +14%
TRCT
46
Tower Research Capital (TRC)
New York
$50.9K +$26.7K +2,294 +137%
UBS Group
47
UBS Group
Switzerland
$41.1K -$85.8K -7,368 -70%
MIM
48
MetLife Investment Management
New Jersey
$37.3K +$33.8K +2,906 New
Citigroup
49
Citigroup
New York
$31.4K +$4.16K +357 +17%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$17.3K +$175 +15 +1%

USCB Hedge Fund Activity: Q2 2024 in Review

62 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q2 2024, worth a combined $153M — up 12% from $137M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USCB positions and 4 closed out — a net gain of 9 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Mendon Capital Advisors, adding an estimated $6.1M. The largest seller was Curi RMB Capital, cutting an estimated $996K.

  • 62 institutional investors held USCB Financial Holdings (USCB) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $153M of USCB Financial Holdings stock for Q2 2024, up 12% quarter-over-quarter.
  • 13 funds opened new USCB Financial Holdings positions in Q2 2024 and 4 closed out, a net change of +9 holders.
  • The largest USCB Financial Holdings buyer in Q2 2024 was Mendon Capital Advisors, an estimated $6.1M added.
  • The largest USCB Financial Holdings seller in Q2 2024 was Curi RMB Capital, an estimated $996K sold.

Based on aggregated 13F filings for Q2 2024.