USB icon

US Bancorp
USB

Overview Fund Activity

1,653 hedge funds and large institutions have $43.2B invested in US Bancorp in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 764 increasing their positions, 531 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
-81
Holders Change %
-4.67%
% of All Funds
26.46%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.5%
New
144
Increased
764
Reduced
531
Closed
189
Calls
$247M
Puts
$334M
Net Calls
-$87M
Net Calls Change
-$229M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$508M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$273M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$199M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$166M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$466M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$291M
3
Citadel Advisors
Citadel Advisors
Florida
-$204M
4
First Trust Advisors
First Trust Advisors
Illinois
-$195M
5
YAM
Yacktman Asset Management
Texas
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
876
Marks Group Wealth Management
Minnesota
$855K +$83K +2,301 +11%
RWM
877
RKL Wealth Management
Pennsylvania
$854K +$829 +23 +0.1%
NW
878
NewEdge Wealth
Pennsylvania
$854K +$33.7K +934 +4%
AG
879
Advocate Group
Minnesota
$851K +$851K +23,609 New
BFM
880
Boothbay Fund Management
New York
$840K +$480K +13,308 +133%
KPWS
881
Kestra Private Wealth Services
Texas
$835K +$152K +4,225 +22%
ET
882
Equitable Trust
Tennessee
$831K -$11K -305 -1%
CG
883
Cutler Group
California
$827K +$827K +22,961 New
SFG
884
SevenBridge Financial Group
Pennsylvania
$822K -$50K -1,387 -6%
GC
885
Grimes & Company
Massachusetts
$822K +$433 +12 +0.1%
MMPW
886
Mitchell McLeod Pugh & Williams
Alabama
$822K -$33.5K -928 -4%
CW
887
CIC Wealth
Maryland
$820K -$77.3K -2,144 -9%
TPA
888
Trivium Point Advisory
Connecticut
$816K +$22.3K +618 +3%
ICP
889
Ironvine Capital Partners
Nebraska
$812K – – –
WI
890
Wintrust Investments
Illinois
$808K +$426K +11,823 +112%
NB
891
NBT Bank
New York
$803K -$19.8K -550 -2%
SAM
892
Secure Asset Management
Michigan
$802K +$86.7K +2,406 +12%
AWM
893
Apollon Wealth Management
South Carolina
$799K +$86.6K +2,401 +12%
GCC
894
Game Creek Capital
Massachusetts
$789K -$257K -7,125 -25%
CT
895
Chicago Trust
Illinois
$785K -$18.6K -515 -2%
Vontobel Holding
896
Vontobel Holding
Switzerland
$784K -$34.2K -949 -4%
FWP
897
FAS Wealth Partners
Kansas
$780K +$4.87K +135 +0.6%
PA
898
Profund Advisors
Maryland
$778K -$154K -4,276 -17%
QCIG
899
Quad-Cities Investment Group
Iowa
$773K +$216 +6 +0%
AWA
900
Arete Wealth Advisors
Illinois
$773K +$152K +4,210 +24%
34 35
36
37 38