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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
GLLW
701
Graves Light Lenhart Wealth
Virginia
$1.52M -$1.54M -34,467 -45%
IMOV
702
Investment Management of Virginia
Virginia
$1.52M +$19.7K +443 +1%
BAMF
703
BI Asset Management Fondsmaeglerselskab
Denmark
$1.52M +$500K +11,233 +36%
CG
704
Caprock Group
Idaho
$1.51M +$209K +4,681 +13%
SS
705
Simplicity Solutions
Minnesota
$1.5M +$492K +11,046 +36%
BFG
706
Bleakley Financial Group
New Jersey
$1.5M +$166K +3,734 +10%
1SB
707
1ST Source Bank
Indiana
$1.49M -$11.2K -252 -0.6%
GI
708
GS Investments
Minnesota
$1.49M +$500K +11,230 +37%
HI
709
Horizon Investments
North Carolina
$1.48M -$718K -16,125 -28%
GI
710
Gradient Investments
Minnesota
$1.48M +$1.72M +38,621 +1,623%
WA
711
Wealth Alliance
New York
$1.47M +$479K +10,745 +36%
SSWM
712
Sheets Smith Wealth Management
North Carolina
$1.47M -$53.2K -1,195 -3%
MWM
713
Madison Wealth Management
Ohio
$1.47M +$641K +14,381 +55%
MCWS
714
McKinley Carter Wealth Services
West Virginia
$1.47M +$104K +2,341 +6%
SM
715
Senvest Management
New York
$1.44M +$1.78M +40,000 New
PPW
716
Parcion Private Wealth
Washington
$1.44M +$312K +7,000 +21%
EFSCE
717
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M -$85.5K -1,920 -5%
BA
718
Bristlecone Advisors
Washington
$1.44M -$98.3K -2,208 -5%
SGI
719
Summit Global Investments
Utah
$1.43M +$1.77M +39,735 New
ATPW
720
Ashton Thomas Private Wealth
Arizona
$1.42M +$47.5K +1,066 +3%
SFG
721
SNS Financial Group
Minnesota
$1.41M +$420K +9,430 +32%
P
722
Pitcairn
Pennsylvania
$1.41M -$68.5K -1,537 -4%
AF
723
Allworth Financial
California
$1.41M +$200K +4,481 +13%
IMC Chicago
724
IMC Chicago
Illinois
$1.41M +$1.74M +39,014 New
MWM
725
Mattern Wealth Management
Kansas
$1.41M +$309K +6,926 +22%

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.