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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
MME
876
Meag Munich Ergo
Germany
$875K +$1.08M +24,266 New
AWM
877
Avior Wealth Management
Nebraska
$872K +$44.9K +1,008 +4%
EWM
878
Empirical Wealth Management
Washington
$872K -$94.7K -2,125 -8%
PB
879
Pinnacle Bancorp
Nebraska
$869K +$2.14K +48 +0.2%
SAM
880
Silvercrest Asset Management
New York
$861K -$754K -16,935 -41%
MGWM
881
Marks Group Wealth Management
Minnesota
$855K +$102K +2,301 +11%
RWM
882
RKL Wealth Management
Pennsylvania
$854K +$1.02K +23 +0.1%
NW
883
NewEdge Wealth
Pennsylvania
$854K +$41.6K +934 +4%
AG
884
Advocate Group
Minnesota
$851K +$1.05M +23,609 New
BFM
885
Boothbay Fund Management
New York
$840K +$593K +13,308 +133%
KPWS
886
Kestra Private Wealth Services
Texas
$835K +$188K +4,225 +22%
ET
887
Equitable Trust
Tennessee
$831K -$13.6K -305 -1%
CG
888
Cutler Group
California
$827K +$1.02M +22,961 New
SFG
889
SevenBridge Financial Group
Pennsylvania
$822K -$61.8K -1,387 -6%
GC
890
Grimes & Company
Massachusetts
$822K +$535 +12 +0.1%
MMPW
891
Mitchell McLeod Pugh & Williams
Alabama
$822K -$41.3K -928 -4%
CW
892
CIC Wealth
Maryland
$820K -$95.5K -2,144 -9%
TPA
893
Trivium Point Advisory
Connecticut
$816K +$27.5K +618 +3%
ICP
894
Ironvine Capital Partners
Nebraska
$812K
WI
895
Wintrust Investments
Illinois
$808K +$527K +11,823 +112%
NB
896
NBT Bank
New York
$803K -$24.5K -550 -2%
SAM
897
Secure Asset Management
Michigan
$802K +$107K +2,406 +12%
AWM
898
Apollon Wealth Management
South Carolina
$799K +$107K +2,401 +12%
GCC
899
Game Creek Capital
Massachusetts
$789K -$317K -7,125 -25%
CT
900
Chicago Trust
Illinois
$785K -$22.9K -515 -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.