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US Bancorp
USB

Overview Fund Activity

1,653 hedge funds and large institutions have $43.2B invested in US Bancorp in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 764 increasing their positions, 531 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
-81
Holders Change %
-4.67%
% of All Funds
26.46%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.5%
New
144
Increased
764
Reduced
531
Closed
189
Calls
$247M
Puts
$334M
Net Calls
-$87M
Net Calls Change
-$229M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$508M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$273M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$199M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$166M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$466M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$291M
3
Citadel Advisors
Citadel Advisors
Florida
-$204M
4
First Trust Advisors
First Trust Advisors
Illinois
-$195M
5
YAM
Yacktman Asset Management
Texas
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
DGAM
1026
Desjardins Global Asset Management
Quebec, Canada
$527K -$382K -10,617 -42%
BW
1027
Bison Wealth
Georgia
$524K +$135K +4,659 +35%
PA
1028
Procyon Advisors
Connecticut
$523K +$15.4K +427 +3%
BMO
1029
Beck Mack & Oliver
New York
$521K -$99.1K -2,750 -16%
DPIM
1030
Duff & Phelps Investment Management
Illinois
$521K – – –
PAG
1031
Powers Advisory Group
Illinois
$519K +$1.51K +42 +0.3%
CT
1032
Coastline Trust
Rhode Island
$517K -$3.61K -100 -0.7%
BFA
1033
BMS Financial Advisors
South Dakota
$512K +$127K +3,529 +33%
CWM
1034
Concentric Wealth Management
California
$510K +$10.8K +300 +2%
VCM
1035
Virtue Capital Management
Tennessee
$509K +$43.8K +1,389 +9%
SFP
1036
Sweet Financial Partners
Minnesota
$508K +$649 +18 +0.1%
TFS
1037
Thoroughbred Financial Services
Tennessee
$508K -$468 -13 -0.1%
DFA
1038
DHJJ Financial Advisors
Illinois
$507K -$38K -1,055 -7%
T
1039
TRUADVICE
Florida
$507K +$507K +14,783 New
MSS
1040
Mitchell Sinkler & Starr
Pennsylvania
$503K +$131K +3,629 +35%
JMFC
1041
J.M. Forbes & Co
Massachusetts
$501K +$1.15K +32 +0.2%
MCCP
1042
Mission Creek Capital Partners
California
$499K +$232K +6,430 +87%
ORAM
1043
One River Asset Management
Connecticut
$499K +$499K +14,064 New
BC
1044
Burney Company
Virginia
$498K +$498K +13,826 New
CM
1045
CastleKnight Management
New York
$497K +$497K +13,800 New
SXL
1046
Summit X LLC
Missouri
$496K +$13.9K +385 +3%
HTC
1047
Haverford Trust Company
Pennsylvania
$496K +$92.2K +2,558 +23%
WPC
1048
White Pine Capital
Minnesota
$491K -$28.4K -787 -5%
WPA
1049
West Paces Advisors
Georgia
$490K +$2.52K +70 +0.5%
JCM
1050
Jag Capital Management
Missouri
$489K +$21.1K +584 +5%
40 41
42
43 44