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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
TI
626
Trexquant Investment
Connecticut
$1.86M +$2.29M +51,492 New
MIFH
627
Migdal Insurance & Financial Holdings
Israel
$1.85M +$1.74M +39,022 +297%
SFS
628
Stiles Financial Services
Minnesota
$1.85M +$79.2K +1,777 +4%
MCIA
629
Mountain Capital Investment Advisors
Colorado
$1.85M +$218K +4,897 +10%
TWM
630
Tradition Wealth Management
Minnesota
$1.84M -$53.7K -1,205 -2%
RCM
631
Raleigh Capital Management
North Carolina
$1.83M +$92.3K +2,072 +4%
RCM
632
Radnor Capital Management
Pennsylvania
$1.83M +$22K +493 +1%
PCA
633
Providence Capital Advisors
North Carolina
$1.83M -$2.32K -52 -0.1%
LF
634
LifeSteps Financial
California
$1.82M -$11.1K -250 -0.5%
AW
635
Apricus Wealth
South Carolina
$1.82M +$44.1K +990 +2%
WP
636
Wedgewood Partners
Missouri
$1.82M +$663K +14,895 +42%
CA
637
Commerzbank Aktiengesellschaft
Germany
$1.82M -$330K -7,412 -13%
CA
638
Cetera Advisors
Colorado
$1.81M +$141K +3,174 +7%
IAA
639
Independent Advisor Alliance
North Carolina
$1.8M +$78.2K +1,755 +4%
TFO
640
Tarbox Family Office
California
$1.79M +$45 +1 +0%
AFIA
641
America First Investment Advisors
Nebraska
$1.79M
KRSITF
642
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.79M +$49.9K +1,120 +2%
Carson Wealth (CWM LLC)
643
Carson Wealth (CWM LLC)
Nebraska
$1.79M +$465K +10,447 +27%
AL
644
Aspiriant LLC
California
$1.77M -$110K -2,474 -5%
LFA
645
Legacy Financial Advisors
Kentucky
$1.77M -$44.1K -990 -2%
EWM
646
Evercore Wealth Management
New York
$1.76M -$181K -4,074 -8%
CCMIC
647
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.76M +$60.1K +1,350 +3%
YIA
648
YHB Investment Advisors
Connecticut
$1.73M -$1.09M -24,575 -34%
GT
649
Greenleaf Trust
Michigan
$1.73M +$428K +9,604 +25%
DA
650
DCM Advisors
New York
$1.72M -$2.94K -66 -0.1%

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.