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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
AC
951
Abbrea Capital
California
$678K -$93.5K -2,100 -10%
MFG
952
Merit Financial Group
Georgia
$676K -$282K -6,339 -25%
LWAM
953
Legacy Wealth Asset Management
Minnesota
$674K -$356 -8 -0%
AC
954
Avestar Capital
New York
$672K -$199K -4,465 -20%
TCB
955
Texas Capital Bancshares
Texas
$653K -$668 -15 -0.1%
MMG
956
Monetary Management Group
Missouri
$653K +$22.3K +500 +3%
CAWM
957
Capital Advisors Wealth Management
Washington
$652K +$123K +2,762 +18%
CCT
958
Chemung Canal Trust
New York
$652K -$63.5K -1,425 -7%
OCM
959
Orleans Capital Management
Louisiana
$649K
HWM
960
HighMark Wealth Management
Minnesota
$647K +$3.74K +84 +0.5%
PA
961
Pinnacle Associates
New York
$641K +$161K +3,612 +26%
VHAM
962
Van Hulzen Asset Management
California
$640K -$9.23M -207,147 -92%
SG Americas Securities
963
SG Americas Securities
New York
$639K -$3.06M -68,760 -79%
AP
964
Atwood & Palmer
Missouri
$638K -$109K -2,450 -12%
QCG
965
Quadrant Capital Group
Ohio
$638K -$20.8K -467 -3%
CAG
966
Crestwood Advisors Group
Massachusetts
$638K -$362K -8,133 -31%
NAS
967
Nicolet Advisory Services
Wisconsin
$632K +$79.1K +1,776 +11%
ROC
968
River Oaks Capital
Minnesota
$627K +$775K +17,400 New
MCM
969
McRae Capital Management
New Jersey
$626K +$89.1K +2,000 +13%
IMA
970
Investment Management Associates
Colorado
$626K -$662K -14,866 -46%
DEA
971
DoubleLine ETF Adviser
Florida
$625K -$78.9K -1,772 -9%
AWAU
972
Alliance Wealth Advisors (Utah)
Utah
$625K +$121K +2,711 +19%
SWP
973
Stratos Wealth Partners
Ohio
$624K -$441K -9,905 -36%
GVAG
974
Great Valley Advisor Group
Delaware
$623K +$123K +2,756 +19%
BL
975
Balentine LLC
Georgia
$623K -$321K -7,209 -29%

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.