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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 %
PA
926
Parallel Advisors
California
$597K +$35.5K +1,075 +6%
DWM
927
Drive Wealth Management
Utah
$596K -$56.9K -1,695 -9%
AAS
928
Annex Advisory Services
Wisconsin
$595K -$88.2K -2,669 -13%
AP
929
Atwood & Palmer
Missouri
$595K +$9.91K +300 +2%
FWP
930
FAS Wealth Partners
Kansas
$592K -$123K -3,725 -17%
KIC
931
Kensington Investment Counsel
California
$589K -$111K -3,363 -16%
MMPW
932
Mitchell McLeod Pugh & Williams
Alabama
$588K -$165K -4,986 -22%
FFM
933
Forum Financial Management
Illinois
$587K -$35.3K -1,068 -6%
HTC
934
Haverford Trust Company
Pennsylvania
$587K +$133K +4,015 +29%
VHAM
935
Van Hulzen Asset Management
California
$580K -$6.61K -200 -1%
LSA
936
Lion Street Advisors
Texas
$574K -$120K -1,984 -17%
LW
937
Linscomb Wealth
Texas
$569K -$4.84M -146,412 -89%
MSS
938
Mitchell Sinkler & Starr
Pennsylvania
$566K +$105K +3,175 +23%
TFA
939
Transamerica Financial Advisors
Florida
$561K -$120K -3,636 -18%
CS
940
Comerica Securities
Michigan
$557K +$152K +4,545 +38%
PA
941
Procyon Advisors
Connecticut
$556K +$76.6K +2,317 +16%
JCM
942
Jacobi Capital Management
Pennsylvania
$556K +$58.9K +1,783 +12%
BEI
943
Benjamin Edwards Inc
Missouri
$556K +$110K +3,330 +25%
AC
944
Abbrea Capital
California
$555K -$67.6K -2,017 -11%
IA
945
IFG Advisors
Missouri
$549K – – –
AWM
946
Apollon Wealth Management
South Carolina
$547K -$186K -5,626 -25%
OCM
947
Orleans Capital Management
Louisiana
$545K -$49.6K -1,500 -8%
SS
948
Sunbelt Securities
Texas
$543K +$221K +6,692 +69%
AF
949
Advisornet Financial
Minnesota
$543K -$6.15K -186 -1%
PAIM
950
Punch & Associates Investment Management
Minnesota
$540K -$16.5K -500 -3%
36 37
38
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