USCB Financial Holdings
USCB
49 hedge funds and large institutions have $111M invested in USCB Financial Holdings in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
4.32% more ownership
Funds ownership: 53.05% → 57.37% (+4.3%)
4% more funds holding
Funds holding: 47 → 49 (+2)
14% less capital invested
Capital invested by funds: $129M → $111M (-$18.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$4.99M |
| 2 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
+$1.25M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$561K |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$542K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$451K |
| 2 |
Two Sigma Investments
New York
|
-$233K |
| 3 |
Two Sigma Advisers
New York
|
-$138K |
| 4 |
BlackRock
New York
|
-$83.3K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$42.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| – | -$891 | -73 | Closed |
|
USCB Hedge Fund Activity: Q1 2023 in Review
49 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q1 2023, worth a combined $111M — down 14% from $129M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USCB positions and 2 closed out — a net gain of 2 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Endeavour Capital Advisors, adding an estimated $4.99M. The largest seller was Maltese Capital Management, cutting an estimated $451K.
- 49 institutional investors held USCB Financial Holdings (USCB) as of Q1 2023, up from 47 in Q4 2022.
- Funds reported $111M of USCB Financial Holdings stock for Q1 2023, down 14% quarter-over-quarter.
- 4 funds opened new USCB Financial Holdings positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest USCB Financial Holdings buyer in Q1 2023 was Endeavour Capital Advisors, an estimated $4.99M added.
- The largest USCB Financial Holdings seller in Q1 2023 was Maltese Capital Management, an estimated $451K sold.
Based on aggregated 13F filings for Q1 2023.