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USCB Financial Holdings
USCB

68 hedge funds and large institutions have $221M invested in USCB Financial Holdings in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $185M → $221M (+$36.6M)

1% more funds holding

Funds holding: 67 → 68 (+1)

1.1% more ownership

Funds ownership: 61.78% → 62.88% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% 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
3
Increased
28
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$3.76M
2
BlackRock
BlackRock
New York
+$1.76M
3
MCA
Mendon Capital Advisors
Florida
+$807K
4
JP Morgan Chase
JP Morgan Chase
New York
+$547K
5
Millennium Management
Millennium Management
New York
+$403K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$1.24M
2
BCM
Basswood Capital Management
New York
-$627K
3
EPCA
Elizabeth Park Capital Advisors
Ohio
-$528K
4
MCM
Maltese Capital Management
New York
-$418K
5
EM
ELCO Management
New York
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$726K +$347K +19,850 +94%
Barclays
27
Barclays
United Kingdom
$697K +$120K +6,862 +21%
Charles Schwab
28
Charles Schwab
California
$538K – – –
SM
29
Salzhauer Michael
$520K -$30.2K -1,731 -6%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$516K – – –
Bank of America
31
Bank of America
North Carolina
$454K +$91.7K +5,252 +26%
KTA
32
Keeley-Teton Advisors
Illinois
$441K -$68.8K -3,942 -14%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$388K -$15.2K -869 -4%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$382K +$28.2K +1,613 +8%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$332K +$327K +18,718 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$318K +$6.16K +353 +2%
BCM
37
Bridgeway Capital Management
Texas
$311K – – –
HIM
38
Hillsdale Investment Management
Ontario, Canada
$286K +$7.16K +410 +3%
N
39
Nuveen
North Carolina
$276K – – –
Stifel Financial
40
Stifel Financial
Missouri
$274K -$10.3K -591 -4%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$259K +$82.6K +4,729 +47%
First Manhattan
42
First Manhattan
New York
$178K – – –
Citigroup
43
Citigroup
New York
$155K +$11.3K +646 +8%
UBS Group
44
UBS Group
Switzerland
$146K -$4.87K -279 -3%
MIM
45
MetLife Investment Management
New Jersey
$118K – – –
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$106K +$3.98K +228 +4%
Wells Fargo
47
Wells Fargo
California
$103K +$25K +1,431 +33%
CF
48
Corebridge Financial
Texas
$92.4K -$6.88K -394 -7%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$36.4K +$35.8K +2,049 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$26K +$5.88K +337 +29%
1
2
3

USCB Hedge Fund Activity: Q4 2024 in Review

68 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q4 2024, worth a combined $221M — up 20% from $185M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new USCB positions and 2 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.76M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.24M.

  • 68 institutional investors held USCB Financial Holdings (USCB) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $221M of USCB Financial Holdings stock for Q4 2024, up 20% quarter-over-quarter.
  • 3 funds opened new USCB Financial Holdings positions in Q4 2024 and 2 closed out, a net change of +1 holder.
  • The largest USCB Financial Holdings buyer in Q4 2024 was Kennedy Capital Management, an estimated $3.76M added.
  • The largest USCB Financial Holdings seller in Q4 2024 was Endeavour Capital Advisors, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.