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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
WI
976
WBI Investments
New Jersey
$618K -$163K -3,660 -18%
CI
977
Cigna Investments
Connecticut
$615K +$8.02K +180 +1%
V
978
ViaWealth
Kansas
$613K +$108K +2,414 +17%
PA
979
Parallel Advisors
California
$612K +$72.8K +1,635 +11%
WPW
980
Waldron Private Wealth
Pennsylvania
$610K +$106K +2,380 +17%
CG
981
Corundum Group
Colorado
$609K +$398K +8,943 +112%
FMAEN1
982
Fund Management at Engine No 1
California
$609K +$89.2K +2,003 +13%
PAIM
983
Punch & Associates Investment Management
Minnesota
$608K +$66.8K +1,500 +10%
IA
984
IFG Advisors
Missouri
$599K
AF
985
Advisornet Financial
Minnesota
$599K -$17.6K -394 -2%
FCM
986
Fourpath Capital Management
Oklahoma
$598K -$445 -10 -0.1%
IAN
987
Integrated Advisors Network
Texas
$593K -$65.6K -1,473 -8%
TAM
988
Trust Asset Management
Texas
$588K +$46.5K +1,043 +7%
BPWM
989
Badgley Phelps Wealth Managers
Washington
$587K -$397K -8,912 -35%
CWA
990
Centennial Wealth Advisory
Michigan
$584K +$44.9K +1,008 +7%
IP
991
Ignite Planners
California
$582K -$70.5K -1,583 -9%
ICM
992
IMS Capital Management
Oregon
$578K +$714K +16,023 New
MC
993
Matisse Capital
Oregon
$574K -$36.4K -817 -5%
EWA
994
EP Wealth Advisors
California
$573K -$3.02M -67,736 -98%
SBIA
995
Sheaff Brock Investment Advisors
Indiana
$572K +$445 +10 +0.1%
Koshinski Asset Management
996
Koshinski Asset Management
Illinois
$570K +$12.9K +290 +2%
LSA
997
L & S Advisors
California
$570K +$35K +785 +5%
DTC
998
Davidson Trust Company
Washington
$567K +$15.9K +358 +2%
FLPIM
999
F.L. Putnam Investment Management
Massachusetts
$566K -$102K -2,286 -13%
BAM
1000
Belpointe Asset Management
Nevada
$565K +$151K +3,396 +28%

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.