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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
MP
551
McDonald Partners
Ohio
$2.43M +$1.22M +27,356 +68%
EF
552
Exeter Financial
Arizona
$2.43M +$428K +9,600 +16%
ATC
553
Argent Trust Co
Tennessee
$2.42M +$113K +2,538 +4%
NB
554
Norinchukin Bank
Japan
$2.42M +$159K +3,565 +6%
ECM
555
Estabrook Capital Management
New York
$2.42M
VCM
556
Vision Capital Management
Oregon
$2.41M +$2.54M +57,088 +581%
WS
557
Wedbush Securities
California
$2.4M +$10.7K +241 +0.4%
LIA
558
LS Investment Advisors
Michigan
$2.4M -$71.1K -1,596 -2%
NCM
559
Nelson Capital Management
California
$2.39M -$41.5K -932 -1%
SCA
560
Snowden Capital Advisors
New York
$2.35M +$502K +11,273 +21%
PP
561
Pegasus Partners
Wisconsin
$2.33M -$91.2K -2,047 -3%
XF
562
XML Financial
Maryland
$2.32M -$27.1K -608 -0.9%
CB
563
Community Bank
New York
$2.32M +$86.9K +1,950 +3%
TPWA
564
TRUE Private Wealth Advisors
Oregon
$2.32M +$479K +10,756 +20%
NGA
565
Naples Global Advisors
Florida
$2.31M +$69.7K +1,565 +3%
HSA
566
HBK Sorce Advisory
Pennsylvania
$2.3M -$2.53M -56,850 -47%
AAS
567
Avantax Advisory Services
Texas
$2.29M +$515K +11,560 +22%
IEFM
568
IQ EQ Fund Management
Ireland
$2.29M
FNBT
569
FineMark National Bank & Trust
Florida
$2.28M +$7.88K +177 +0.3%
CIA
570
Cascade Investment Advisors
Oregon
$2.27M +$22.9K +515 +0.8%
EOJOAM
571
E. Ohman J:or Asset Management
Sweden
$2.27M +$134K +3,000 +5%
NMERB
572
New Mexico Educational Retirement Board
New Mexico
$2.25M -$89.1K -2,000 -3%
BRM
573
Boston Research & Management
Massachusetts
$2.25M +$751K +16,862 +37%
VAS
574
Vestmark Advisory Solutions
Massachusetts
$2.25M -$636K -14,284 -19%
FAM
575
Fenimore Asset Management
New York
$2.25M

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.