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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
WAP
801
Wealthcare Advisory Partners
Pennsylvania
$1.1M -$38.7K -869 -3%
ST
802
Somerset Trust
Pennsylvania
$1.09M -$58.8K -1,321 -4%
BFEC
803
Benjamin F. Edwards & Company
Missouri
$1.09M -$171K -3,835 -11%
MCAI
804
Members Capital Advisors Inc
Wisconsin
$1.07M
AIMCA
805
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.07M +$1.32M +29,600 New
TYCC
806
Texas Yale Capital Corp
Florida
$1.07M +$155K +3,475 +13%
IF
807
Intrua Financial
Texas
$1.06M +$407K +9,129 +33%
PPC
808
Park Place Capital
Alabama
$1.06M +$95.8K +2,150 +8%
DA
809
Doliver Advisors
Texas
$1.05M +$249K +5,592 +24%
SC
810
Sepio Capital
Utah
$1.05M +$1.3M +29,177 New
CWM
811
Cornerstone Wealth Management
Missouri
$1.03M +$1.28M +28,707 New
ESB
812
Essex Savings Bank
Connecticut
$1.03M -$66.3K -1,489 -5%
Capstone Investment Advisors
813
Capstone Investment Advisors
New York
$1.03M -$1.38M -31,080 -52%
AMBIA
814
Allen Mooney & Barnes Investment Advisors
Georgia
$1.03M -$41.7K -937 -3%
HCA
815
Horan Capital Advisors
Ohio
$1.02M +$74.6K +1,675 +6%
NHC
816
Nicholas Hoffman & Company
Georgia
$1.01M +$208K +4,660 +20%
IWC
817
Integrated Wealth Concepts
Massachusetts
$1.01M +$1.25M +28,075 New
AA
818
Altrafin AG
$1.01M +$1.25M +28,000 New
VRM
819
Vectors Research Management
New York
$1.01M -$11.7K -262 -0.9%
AA
820
Aire Advisors
California
$1.01M +$45 +1 +0%
TH
821
TCTC Holdings
Texas
$1M +$179K +4,012 +17%
RSWM
822
Robertson Stephens Wealth Management
California
$1M +$44.7K +1,004 +4%
WSFS
823
Wilmington Savings Fund Society
Delaware
$1M -$170K -3,820 -12%
FAIM
824
Financial Advocates Investment Management
Washington
$1,000K +$180K +4,039 +17%
MAS
825
Meeder Advisory Services
Ohio
$997K +$22.2K +499 +2%

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.