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US Bancorp
USB

Overview Fund Activity

1,577 hedge funds and large institutions have $38.9B invested in US Bancorp in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 682 increasing their positions, 591 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
-76
Holders Change %
-4.6%
% of All Funds
24.87%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.44%
New
120
Increased
682
Reduced
591
Closed
182
Calls
$396M
Puts
$439M
Net Calls
-$43.2M
Net Calls Change
+$43.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$208M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$196M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$107M
4
Bank of America
Bank of America
North Carolina
+$100M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$98.6M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$213M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$201M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$101M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$95.9M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$91.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
851
Ossiam
France
$764K -$278K -8,420 -27%
IAN
852
Integrated Advisors Network
Texas
$761K +$217K +6,578 +40%
HI
853
Harbour Investments
Wisconsin
$758K +$97.8K +2,959 +15%
GC
854
Grimes & Company
Massachusetts
$752K -$1.55K -47 -0.2%
CA
855
Clearstead Advisors
Ohio
$752K +$111K +3,349 +17%
CT
856
Chicago Trust
Illinois
$748K +$28.3K +857 +4%
MA
857
Montag & Associates
Georgia
$746K -$80K -2,388 -10%
MGWM
858
Marks Group Wealth Management
Minnesota
$739K -$44.5K -1,348 -6%
CG
859
Corundum Group
Colorado
$737K +$179K +5,406 +32%
LNWWM
860
Laird Norton Wetherby Wealth Management
California
$736K -$316K -9,566 -30%
Vontobel Holding
861
Vontobel Holding
Switzerland
$736K +$16.9K +511 +2%
LIM
862
Leavell Investment Management
Alabama
$730K -$81.3K -2,425 -10%
MC
863
Moors & Cabot
Massachusetts
$726K -$419K -12,682 -37%
BHPW
864
Beverly Hills Private Wealth
California
$725K +$382K +9,584 +112%
TFS
865
Thoroughbred Financial Services
Tennessee
$722K +$256K +7,739 +55%
SFI
866
Siemens Fonds Invest
Germany
$719K +$17.8K +541 +3%
SWP
867
Stratos Wealth Partners
Ohio
$718K +$145K +4,403 +25%
NAS
868
Nicolet Advisory Services
Wisconsin
$715K +$132K +3,987 +23%
HH
869
Hilltop Holdings
Texas
$713K +$69.3K +2,096 +11%
MFG
870
Merit Financial Group
Georgia
$711K +$91K +2,755 +15%
QCIG
871
Quad-Cities Investment Group
Iowa
$709K +$297 +9 +0%
I
872
InceptionR
California
$708K +$708K +21,414 New
FFM
873
Flagstone Financial Management
Nebraska
$702K +$24.8K +750 +4%
GFPC
874
Global Financial Private Client
Florida
$697K +$183K +5,457 +36%
MPM
875
Meritage Portfolio Management
Kansas
$697K – – –
33 34
35
36 37