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US Bancorp

1,664 hedge funds and large institutions have $43.3B invested in US Bancorp in 2023 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 768 increasing their positions, 533 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 768 | Existing positions reduced: 533

1.78% less ownership

Funds ownership: 78.21%76.43% (-1.8%)

4% less funds holding

Funds holding: 1,7421,664 (-78)

15% less capital invested

Capital invested by funds: $51.1B → $43.3B (-$7.89B)

16% less funds holding in top 10

Funds holding in top 10: 3731 (-6)

22% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 189

26% less call options, than puts

Call options by funds: $247M | Put options by funds: $334M

Holders
1,664
Holders Change
-78
Holders Change %
-4.48%
% of All Funds
26.51%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.49%
New
147
Increased
768
Reduced
533
Closed
189
Calls
$247M
Puts
$334M
Net Calls
-$87M
Net Calls Change
-$229M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
376
KCM Investment Advisors
California
$5.17M +$349K +7,837 +6%
Wellington Management Group
377
Wellington Management Group
Massachusetts
$5.15M +$2.77M +62,248 +77%
Wealthfront Advisers
378
Wealthfront Advisers
California
$5.14M +$932K +20,924 +17%
ECM
379
Elgethun Capital Management
South Dakota
$5.13M +$6.31M +141,572 New
IPAM
380
ICICI Prudential Asset Management
India
$5.12M +$6.33M +142,142 New
IIC
381
Ironwood Investment Counsel
Arizona
$5.11M +$429K +9,629 +7%
Cerity Partners
382
Cerity Partners
New York
$5.1M +$867K +19,464 +16%
DJC
383
Daily Journal Corp
California
$5.05M
GIM
384
Goelzer Investment Management
Indiana
$5.05M +$567K +12,740 +10%
BIG
385
Boothe Investment Group
Delaware
$5.03M +$1.69M +37,974 +37%
PAS
386
Park Avenue Securities
New York
$5.01M +$1.58M +35,375 +34%
BFS
387
Bradley Foster & Sargent
Connecticut
$4.97M -$118K -2,660 -2%
MIA
388
MainStreet Investment Advisors
Illinois
$4.94M +$135K +3,026 +2%
VFM
389
Viking Fund Management
North Dakota
$4.87M +$401K +9,000 +7%
CAM
390
Cacti Asset Management
Georgia
$4.86M
KWM
391
Kingsview Wealth Management
Oregon
$4.85M +$1.07M +24,065 +22%
WIC
392
Woodmont Investment Counsel
Tennessee
$4.85M -$555K -12,455 -8%
AAF
393
Andra AP-fonden
Sweden
$4.78M +$2.16M +48,600 +58%
SEEDPG
394
S.E.E.D. Planning Group
New York
$4.78M +$460K +10,337 +8%
CCM
395
Coldstream Capital Management
Washington
$4.78M +$3.51M +78,855 +147%
AIMC
396
Alley Investment Management Company
Illinois
$4.76M +$1.6M +35,998 +37%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$4.75M +$160K +3,594 +3%
SIC
398
SFE Investment Counsel
California
$4.72M +$1.61M +36,223 +31%
BCM
399
Buckhead Capital Management
Georgia
$4.69M +$494K +11,090 +9%
IMPI
400
Ilmarinen Mutual Pension Insurance
Finland
$4.69M

USB Hedge Fund Activity: Q1 2023 in Review

1,664 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2023, worth a combined $43.3B — down 15% from $51.1B a quarter earlier.

Sellers outnumbered buyers: 189 funds closed out of USB and 147 opened new positions — a net loss of 42 holders — while 533 trimmed existing stakes and 768 added.

The largest buyer was Fidelity Investments, adding an estimated $663M. The largest seller was Ameriprise, cutting an estimated $575M.

  • 1,664 institutional investors held US Bancorp (USB) as of Q1 2023, down from 1,742 in Q4 2022.
  • Funds reported $43.3B of US Bancorp stock for Q1 2023, down 15% quarter-over-quarter.
  • 147 funds opened new US Bancorp positions in Q1 2023 and 189 closed out, a net change of -42 holders.
  • The largest US Bancorp buyer in Q1 2023 was Fidelity Investments, an estimated $663M added.
  • The largest US Bancorp seller in Q1 2023 was Ameriprise, an estimated $575M sold.

Based on aggregated 13F filings for Q1 2023.