We are live on ! Find out more
USB icon

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
ONB
676
Old National Bancorp
Indiana
$1.62M -$383K -8,603 -16%
GCA
677
Greenwood Capital Associates
South Carolina
$1.62M +$595K +13,369 +42%
RWA
678
River Wealth Advisors
Pennsylvania
$1.62M -$305K -6,841 -13%
BCM
679
Brookstone Capital Management
Illinois
$1.62M -$10.4M -234,318 -84%
TI
680
Tidal Investments
Wisconsin
$1.61M +$922K +20,689 +87%
CAM
681
Carret Asset Management
New York
$1.6M -$11.9K -268 -0.6%
BTWM
682
Baker Tilly Wealth Management
Wisconsin
$1.6M +$26.2K +589 +1%
DA
683
Duality Advisers
Florida
$1.6M +$1.97M +44,331 New
FCT
684
First Community Trust
Iowa
$1.6M
CA
685
CSM Advisors
Pennsylvania
$1.58M +$1.05M +23,525 +115%
NC
686
Nicholas Company
Wisconsin
$1.58M +$1.95M +43,825 New
NMIMC
687
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M +$63.1K +1,417 +3%
LG
688
LaFleur & Godfrey
Michigan
$1.57M -$209K -4,692 -10%
BFA
689
Bill Few Associates
Pennsylvania
$1.57M +$67.9K +1,525 +4%
Los Angeles Capital Management
690
Los Angeles Capital Management
California
$1.57M -$124M -2,787,099 -98%
BRWA
691
B. Riley Wealth Advisors
Florida
$1.56M -$40K -898 -2%
JAG
692
Journey Advisory Group
Kentucky
$1.56M -$83K -1,864 -4%
TI
693
Truepoint Inc
Ohio
$1.55M
FMWA
694
Forvis Mazars Wealth Advisors
Missouri
$1.55M +$125K +2,796 +7%
AWS
695
Atria Wealth Solutions
New York
$1.55M +$118K +2,644 +7%
SF
696
Synovus Financial
Georgia
$1.54M +$46.5K +1,045 +3%
CI Investments Inc
697
CI Investments Inc
Ontario, Canada
$1.54M -$58K -1,302 -3%
LNC
698
Lincoln National Corp
Pennsylvania
$1.53M +$521K +11,706 +38%
WIS
699
Wright Investors Service
Connecticut
$1.53M -$15.4K -346 -0.8%
PFO
700
Pathstone Family Office
New Jersey
$1.53M -$3.96M -88,981 -70%

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.