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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
CGH
476
Crossmark Global Holdings
Texas
$3.24M -$907K -20,357 -18%
VWA
477
Visionary Wealth Advisors
Illinois
$3.22M +$367K +8,237 +10%
SCC
478
Steel Canyon Capital
Arizona
$3.19M +$3.94M +88,510 New
IFAM
479
Institutional & Family Asset Management
Colorado
$3.16M +$172K +3,855 +5%
V
480
Veritable
Delaware
$3.16M -$22.8K -512 -0.6%
SVCP
481
Silicon Valley Capital Partners
California
$3.16M +$1.15M +25,841 +42%
EVM
482
Evelyn V. Moreno
$3.15M +$236K +5,300 +6%
FL
483
Fourthstone LLC
Missouri
$3.15M +$3.89M +87,396 New
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$3.14M +$3.74M +83,909 +2,687%
CAM
485
Cresset Asset Management
Illinois
$3.13M -$1.97M -44,221 -34%
SCP
486
Shorepoint Capital Partners
Massachusetts
$3.12M +$696K +15,617 +22%
WCFA
487
Walkner Condon Financial Advisors
Wisconsin
$3.11M +$4.32K +97 +0.1%
CANC
488
Culbertson A N & Co
Virginia
$3.1M +$352K +7,912 +10%
FFN
489
Focus Financial Network
Minnesota
$3.09M +$165K +3,700 +5%
WAS
490
WESPAC Advisors SoCal
California
$3.07M +$26.7K +600 +0.7%
LT
491
Legacy Trust
Michigan
$3.07M +$28.5K +639 +0.8%
Wolverine Trading
492
Wolverine Trading
Illinois
$3.06M +$3.58M +80,346 +1,371%
HT
493
Heritage Trust
Oklahoma
$3.05M -$15.8K -355 -0.4%
EA
494
Ellsworth Advisors
Ohio
$3.05M +$3.77M +84,598 New
OIAM
495
OFI Invest Asset Management
France
$3.04M +$4.88M +109,628 New
KMWM
496
Keudell/Morrison Wealth Management
Oregon
$3.04M -$85.8K -1,926 -2%
EC
497
EJF Capital
Virginia
$3.02M +$3.73M +83,700 New
LA
498
Lynch & Associates
Indiana
$3.02M -$144K -3,226 -4%
GIA
499
GHP Investment Advisors
Colorado
$3M +$21.2K +477 +0.6%
CNB
500
Camden National Bank
Maine
$2.98M +$37.9K +850 +1%

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.