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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
SBH
501
Segall Bryant & Hamill
Illinois
$2.98M -$18K -404 -0.5%
BIM
502
Bridges Investment Management
Nebraska
$2.98M -$149K -3,356 -4%
ACM
503
Altrius Capital Management
North Carolina
$2.97M +$610K +13,704 +20%
ECM
504
Exchange Capital Management
Michigan
$2.97M +$1.32M +29,688 +56%
HBT
505
Hills Bank & Trust
Iowa
$2.94M -$360K -8,086 -9%
DILIC
506
Dai-ichi Life Insurance Company
Japan
$2.93M -$535K -12,000 -13%
Lido Advisors
507
Lido Advisors
California
$2.91M +$2.82M +63,223 +362%
PA
508
Perennial Advisors
New York
$2.91M +$236K +5,298 +7%
IPW
509
Inlet Private Wealth
Florida
$2.9M -$66.8K -1,500 -2%
WAOTB
510
Wealth Advisors of Tampa Bay
Florida
$2.9M +$154K +3,465 +5%
CCC
511
Cincinnati Casualty Company
Ohio
$2.88M
BPA
512
Beacon Pointe Advisors
California
$2.88M +$140K +3,153 +4%
VNA
513
Valley National Advisers
Pennsylvania
$2.83M +$334K +7,494 +10%
CSUI
514
Cincinnati Specialty Underwriters Insurance
Ohio
$2.83M
FA
515
Financial Advantage
Maryland
$2.83M +$12.8K +288 +0.4%
AA
516
Ancora Advisors
Ohio
$2.82M +$787K +17,660 +29%
SC
517
SouthState Corp
Florida
$2.81M -$210K -4,704 -6%
AssetMark Inc
518
AssetMark Inc
California
$2.81M +$790K +17,736 +29%
CWG
519
Cornerstone Wealth Group
North Carolina
$2.78M +$3.43M +77,012 New
ACM
520
Ayrshire Capital Management
Connecticut
$2.72M -$50.7K -1,138 -1%
CIBC World Market
521
CIBC World Market
Ontario, Canada
$2.69M +$515K +11,573 +18%
JC
522
JB Capital
Connecticut
$2.69M +$484K +10,860 +17%
HCMT
523
Highland Capital Management (Tennessee)
Tennessee
$2.67M +$157K +3,521 +5%
WAM
524
WealthTrust Asset Management
Florida
$2.67M -$445 -10 -0%
SWS
525
SYSTM Wealth Solutions
Illinois
$2.66M -$445K -9,987 -12%

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.