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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
MLL
1026
Moody Lynn & Lieberson
Massachusetts
$529K
BA
1027
Bridgewater Advisors
New York
$528K +$3.96K +89 +0.6%
LL
1028
LWMG LLC
Minnesota
$528K +$5.34K +120 +0.8%
BBNA
1029
Bremer Bank National Association
Minnesota
$528K +$18.7K +419 +3%
GBT
1030
Grove Bank & Trust
Florida
$527K +$8.69K +195 +1%
DGAM
1031
Desjardins Global Asset Management
Quebec, Canada
$527K -$473K -10,617 -42%
BW
1032
Bison Wealth
Georgia
$524K +$208K +4,659 +35%
PA
1033
Procyon Advisors
Connecticut
$523K +$19K +427 +3%
BMO
1034
Beck Mack & Oliver
New York
$521K -$122K -2,750 -16%
DPIM
1035
Duff & Phelps Investment Management
Illinois
$521K
PAG
1036
Powers Advisory Group
Illinois
$519K +$1.87K +42 +0.3%
CT
1037
Coastline Trust
Rhode Island
$517K -$4.45K -100 -0.7%
BFA
1038
BMS Financial Advisors
South Dakota
$512K +$157K +3,529 +33%
CWM
1039
Concentric Wealth Management
California
$510K +$13.4K +300 +2%
VCM
1040
Virtue Capital Management
Tennessee
$509K +$61.9K +1,389 +9%
SFP
1041
Sweet Financial Partners
Minnesota
$508K +$802 +18 +0.1%
TFS
1042
Thoroughbred Financial Services
Tennessee
$508K -$579 -13 -0.1%
DFA
1043
DHJJ Financial Advisors
Illinois
$507K -$47K -1,055 -7%
T
1044
TRUADVICE
Florida
$507K +$658K +14,783 New
MSS
1045
Mitchell Sinkler & Starr
Pennsylvania
$503K +$162K +3,629 +35%
JMFC
1046
J.M. Forbes & Co
Massachusetts
$501K +$1.43K +32 +0.2%
MCCP
1047
Mission Creek Capital Partners
California
$499K +$286K +6,430 +87%
ORAM
1048
One River Asset Management
Connecticut
$499K +$626K +14,064 New
BC
1049
Burney Company
Virginia
$498K +$616K +13,826 New
CM
1050
CastleKnight Management
New York
$497K +$615K +13,800 New

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.