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USCB Financial Holdings

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: 6768 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$23.7K
TRCT
52
Tower Research Capital (TRC)
New York
$20.2K +$10.5K +601 +112%
Legal & General Group
53
Legal & General Group
United Kingdom
$17.4K
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$15.8K
AIP
55
Ameritas Investment Partners
Nebraska
$14.3K
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$13.5K
Fidelity Investments
57
Fidelity Investments
Massachusetts
$12K -$17 -1 -0.1%
NA
58
NewEdge Advisors
Louisiana
$7.76K +$209 +12 +3%
PWA
59
Provenance Wealth Advisors
Florida
$7.1K
AB
60
Amalgamated Bank
New York
$7K
HCA
61
Harbor Capital Advisors
Illinois
$5K -$70 -4 -1%
SCM
62
Sterling Capital Management
North Carolina
$4.62K +$4.07K +233 +863%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2K +$262 +15 +16%
C
64
Covestor
United Kingdom
$2K +$1.76K +101 +459%
Federated Hermes
65
Federated Hermes
Pennsylvania
$1.56K +$1.54K +88 New
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$728
PS
67
Principal Securities
Iowa
$604
Osaic Holdings
68
Osaic Holdings
Arizona
$320 -$2.74K -157 -90%
Deutsche Bank
69
Deutsche Bank
Germany
-$130K -8,493 Closed
CPA
70
Capital Performance Advisors
California
-$549 -36 Closed

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.