USCB Financial Holdings
USCB
53 hedge funds and large institutions have $137M invested in USCB Financial Holdings in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 54 → 53 (-1)
4.37% less ownership
Funds ownership: 61.49% → 57.12% (-4.4%)
7% less capital invested
Capital invested by funds: $147M → $137M (-$10.6M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$2.36M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$803K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$675K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$363K |
| 5 |
SM
Salzhauer Michael
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$8.74M |
| 2 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$1.83M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$634K |
| 4 |
MCM
Maltese Capital Management
New York
|
-$524K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$511K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Nisa Investment Advisors
St. Louis,
Missouri
| $467 | – | – | – |
|
|
PS
52
Principal Securities
Des Moines,
Iowa
| $388 | -$1.89K | -163 | -83% |
|
|
AWM
53
Avior Wealth Management
Omaha,
Nebraska
| $11 | +$12 | +1 | New |
|
|
ACM
54
Abrams Capital Management
Boston,
Massachusetts
| – | -$1.83M | -149,786 | Closed |
|
|
RJA
55
Raymond James & Associates
St Petersburg,
Florida
| – | -$511K | -41,690 | Closed |
|
56
Goldman Sachs
New York
| – | -$204K | -16,649 | Closed |
|
57
Jane Street
New York
| – | -$161K | -13,170 | Closed |
|
|
MIM
58
MetLife Investment Management
Whippany,
New Jersey
| – | -$77.5K | -6,324 | Closed |
|
|
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$8.4K | -686 | Closed |
|
USCB Hedge Fund Activity: Q1 2024 in Review
53 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q1 2024, worth a combined $137M — down 7.2% from $147M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of USCB and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 13 added.
The largest buyer was Basswood Capital Management, adding an estimated $2.36M. The largest seller was Mendon Capital Advisors, cutting an estimated $8.74M.
- 53 institutional investors held USCB Financial Holdings (USCB) as of Q1 2024, down from 54 in Q4 2023.
- Funds reported $137M of USCB Financial Holdings stock for Q1 2024, down 7.2% quarter-over-quarter.
- 6 funds opened new USCB Financial Holdings positions in Q1 2024 and 7 closed out, a net change of -1 holder.
- The largest USCB Financial Holdings buyer in Q1 2024 was Basswood Capital Management, an estimated $2.36M added.
- The largest USCB Financial Holdings seller in Q1 2024 was Mendon Capital Advisors, an estimated $8.74M sold.
Based on aggregated 13F filings for Q1 2024.