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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
MCM
751
Mainstay Capital Management
Michigan
$1.28M +$41.6K +935 +3%
DCM
752
Delta Capital Management
New Jersey
$1.27M -$8.02K -180 -0.5%
TRCT
753
Tower Research Capital (TRC)
New York
$1.27M -$561K -12,595 -26%
MFWM
754
Motley Fool Wealth Management
Virginia
$1.27M +$1.56M +35,111 New
IRC
755
Investors Research Corp
Georgia
$1.26M +$596K +13,377 +62%
AG
756
Ascent Group
Virginia
$1.26M -$90.8K -2,038 -6%
MTIC
757
Missouri Trust & Investment Company
Missouri
$1.25M -$979K -21,972 -39%
HFM
758
Hartford Financial Management
Connecticut
$1.25M -$5.48K -123 -0.4%
MC
759
Moors & Cabot
Massachusetts
$1.25M +$139K +3,119 +10%
TCPG
760
Trivant Custom Portfolio Group
California
$1.24M +$1.53M +34,440 New
SIA
761
Sit Investment Associates
Minnesota
$1.23M -$98K -2,200 -6%
Dodge & Cox
762
Dodge & Cox
California
$1.23M -$276K -6,200 -15%
LA
763
Lindenwold Advisors
Pennsylvania
$1.23M +$131K +2,941 +9%
LA
764
LBP AM
France
$1.22M -$228K -5,127 -13%
GIA
765
Guyasuta Investment Advisors
Pennsylvania
$1.22M +$30.7K +690 +2%
FMC
766
First Merchants Corp
Indiana
$1.22M -$177K -3,973 -11%
CL
767
Choreo LLC
Illinois
$1.22M +$572K +12,845 +61%
TSWM
768
Triangle Securities Wealth Management
North Carolina
$1.22M +$31.9K +717 +2%
FFBTD
769
First Financial Bank - Trust Division
Ohio
$1.22M -$9.53K -214 -0.6%
DP
770
Dearborn Partners
Illinois
$1.21M -$86.5K -1,941 -5%
PCA
771
Pallas Capital Advisors
Massachusetts
$1.21M +$373K +8,365 +29%
VI
772
Vestcor Inc
New Brunswick, Canada
$1.2M -$6.1K -137 -0.4%
MPPW
773
Mitchell & Pahl Private Wealth
Oklahoma
$1.2M +$108K +2,428 +8%
NFG
774
Nations Financial Group
Iowa
$1.19M +$137K +3,083 +10%
MOS
775
MGO One Seven
Ohio
$1.19M +$386K +8,673 +36%

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.