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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
NRS
926
Neville Rodie & Shaw
New York
$731K -$26.7K -600 -3%
WCM
927
Wunderlich Capital Managemnt
Tennessee
$730K -$88.4K -1,984 -9%
WI
928
WrapManager Inc
California
$730K +$242K +5,430 +37%
PWLP
929
Prio Wealth Limited Partnership
Massachusetts
$728K -$4.32K -97 -0.5%
RT
930
Rockland Trust
Massachusetts
$728K +$240K +5,393 +36%
TCWM
931
Total Clarity Wealth Management
Illinois
$728K +$505K +11,329 +128%
AAS
932
Ameritas Advisory Services
Nebraska
$724K +$25.5K +572 +3%
TC
933
Telemus Capital
Michigan
$724K -$599K -13,458 -40%
HI
934
Harbour Investments
Wisconsin
$721K +$50.9K +1,143 +6%
Capital Fund Management (CFM)
935
Capital Fund Management (CFM)
France
$718K -$475K -10,666 -35%
HWA
936
HCR Wealth Advisors
California
$712K +$6.86K +154 +0.8%
DWM
937
Drive Wealth Management
Utah
$711K +$513K +11,513 +145%
PAM
938
Panagora Asset Management
Massachusetts
$710K -$562K -12,620 -39%
FP
939
Financial Perspectives
Minnesota
$709K +$802 +18 +0.1%
BFW
940
Brady Family Wealth
Missouri
$704K +$66.4K +1,490 +8%
HH
941
Hilltop Holdings
Texas
$702K +$268K +6,022 +45%
TCM
942
Twin Capital Management
Pennsylvania
$702K -$65.3K -1,466 -7%
CA
943
Clearstead Advisors
Ohio
$699K +$25.3K +567 +3%
GRP
944
Global Retirement Partners
California
$697K +$347K +7,788 +50%
VFA
945
Valeo Financial Advisors
Indiana
$690K -$156K -3,498 -15%
RL
946
Ruffer LLP
United Kingdom
$684K
GC
947
Gould Capital
Washington
$684K +$85.1K +1,911 +11%
MFWP
948
Mosaic Family Wealth Partners
Missouri
$684K +$223 +5 +0%
JWM
949
JGP Wealth Management
Oregon
$682K +$4.72K +106 +0.6%
FFM
950
Forum Financial Management
Illinois
$679K -$28.5K -639 -3%

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.