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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
SPIA
726
Steward Partners Investment Advisory
New York
$1.39M +$210K +4,704 +14%
WWM
727
Western Wealth Management
Colorado
$1.39M +$899K +20,179 +110%
BMCM
728
Bryn Mawr Capital Management
Pennsylvania
$1.39M +$12.1K +272 +0.7%
PWS
729
Precision Wealth Strategies
Missouri
$1.38M +$1.22M +27,287 +250%
CIC
730
Cornercap Investment Counsel
Georgia
$1.38M +$82.5K +1,853 +5%
GAM
731
Griffin Asset Management
New York
$1.38M +$16.2K +364 +1%
LBC
732
Lawrence B. Cohen
$1.37M +$51.9K +1,166 +3%
ACMA
733
Arbor Capital Management (Alaska)
Alaska
$1.37M +$173K +3,873 +11%
EF
734
Empirical Finance
Pennsylvania
$1.37M +$78.9K +1,771 +5%
LF
735
Lantz Financial
Illinois
$1.37M +$11.7K +263 +0.7%
PK
736
Pflug Koory
Nebraska
$1.36M +$115K +2,580 +7%
CIM
737
CCLA Investment Management
United Kingdom
$1.35M
Assenagon Asset Management
738
Assenagon Asset Management
Luxembourg
$1.35M -$757 -17 -0%
CK
739
Cohen Klingenstein
New York
$1.34M
CW
740
Connectus Wealth
Ohio
$1.34M -$914K -20,509 -36%
AA
741
ALPS Advisors
Colorado
$1.34M -$728K -16,344 -31%
ICA
742
Infrastructure Capital Advisors
New York
$1.33M +$596K +13,372 +57%
CRC
743
Curi RMB Capital
Illinois
$1.32M -$4.79M -107,427 -75%
AIC
744
Argus Investors Counsel
New York
$1.31M +$379K +8,500 +31%
SAG
745
SageView Advisory Group
California
$1.31M +$630K +14,150 +64%
LBC
746
Lowe Brockenbrough & Co
Virginia
$1.3M -$135K -3,023 -8%
TAF
747
Tredje AP-fonden
Sweden
$1.29M -$668K -15,000 -29%
PL
748
Parthenon LLC
Kentucky
$1.29M -$5.39K -121 -0.3%
SSC
749
Syverson Strege & Co
Iowa
$1.29M +$490 +11 +0%
MNBTD
750
Moody National Bank Trust Division
Texas
$1.28M -$1.69K -38 -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.