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)
4.22% less ownership
Funds ownership: 61.34% → 57.12% (-4.2%)
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
63% less capital inflows, than outflows
Capital inflows: $5.17M | Capital outflows: $14.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Basswood Capital Management
New York
|
+$2.36M |
| 2 |
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 |
Mendon Capital Advisors
Key Largo,
Florida
|
-$8.74M |
| 2 |
Abrams Capital Management
Boston,
Massachusetts
|
-$1.83M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$634K |
| 4 |
Maltese Capital Management
New York
|
-$524K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$511K |
USCB Hedge Fund Activity: Q1 2024 in Review
53 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q1 2024, worth a combined $137M — down 7% 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% 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.