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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
CIP
651
Convergence Investment Partners
Florida
$1.72M +$366K +8,212 +21%
AWA
652
Arkadios Wealth Advisors
Georgia
$1.72M +$238K +5,346 +13%
LKIM
653
Lawson Kroeker Investment Management
Nebraska
$1.72M +$2.12M +47,665 New
PGA
654
Portland Global Advisors
Maine
$1.71M -$108K -2,415 -5%
CFMC
655
Curbstone Financial Management Corp
New Hampshire
$1.71M +$13.4K +300 +0.6%
TAM
656
Tealwood Asset Management
Minnesota
$1.7M +$16.2K +364 +0.8%
VIM
657
Vinva Investment Management
Australia
$1.7M +$2.14M +48,023 New
MCM
658
MAI Capital Management
Ohio
$1.7M -$15.6K -350 -0.7%
FBT
659
First Bank & Trust
South Dakota
$1.7M +$586K +13,161 +39%
Impax Asset Management Group
660
Impax Asset Management Group
United Kingdom
$1.69M +$469K +10,528 +29%
CA
661
Claris Advisors
Missouri
$1.69M -$4.05K -91 -0.2%
PAM
662
Paradigm Asset Management
New York
$1.68M
SC
663
Savant Capital
Illinois
$1.67M -$54.5K -1,223 -3%
IGWM
664
ICA Group Wealth Management
Colorado
$1.67M +$398K +8,935 +24%
FB
665
Fulton Bank
Pennsylvania
$1.66M +$131K +2,948 +7%
CC
666
Cannell & Co
New York
$1.66M -$26.7K -600 -1%
KFP
667
KMG Fiduciary Partners
Ohio
$1.66M +$700K +15,725 +52%
HF
668
HRT Financial
New York
$1.65M +$2.04M +45,827 New
SIAG
669
Signet Investment Advisory Group
Rhode Island
$1.65M +$978K +21,961 +92%
MSAM
670
Moloney Securities Asset Management
Missouri
$1.65M +$257K +5,767 +14%
TF
671
Threadgill Financial
Texas
$1.64M +$597K +13,406 +42%
PRWA
672
Platte River Wealth Advisors
Colorado
$1.64M
PL
673
Plancorp LLC
Missouri
$1.64M +$2.49K +56 +0.1%
JFGIW
674
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64M +$456K +10,240 +29%
APIM
675
Agate Pass Investment Management
Washington
$1.63M +$243K +5,459 +14%

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.