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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
MAA
1076
Mraz Amerine & Associates
California
$462K
FB
1077
First Bancorp
Maine
$460K
KA
1078
Kintegral Advisory
New York
$459K -$30.1K -676 -5%
JWCA
1079
J.W. Cole Advisors
Florida
$458K +$29K +652 +5%
CCM
1080
Carlson Capital Management
Minnesota
$458K -$11.5K -259 -2%
LC
1081
Landaas & Company
Wisconsin
$457K +$162K +3,632 +40%
PI
1082
PFG Investments
New York
$454K +$562K +12,607 New
WT
1083
Whittier Trust
California
$454K -$3.43K -77 -0.6%
PFSC
1084
Peoples Financial Services Corp
Pennsylvania
$453K +$10.6K +238 +2%
FAFN
1085
First Affirmative Financial Network
Colorado
$449K -$36.1K -810 -6%
CCMG
1086
Clark Capital Management Group
Pennsylvania
$443K +$624 +14 +0.1%
PCM
1087
Poehling Capital Management
Wisconsin
$442K -$445 -10 -0.1%
CS
1088
Comerica Securities
Michigan
$441K -$33.2K -746 -6%
FWM
1089
Forza Wealth Management
Florida
$441K -$98K -2,200 -15%
CNFG
1090
Creegan & Nassoura Financial Group
New Hampshire
$439K -$16.7K -375 -3%
Credit Agricole
1091
Credit Agricole
France
$438K -$34.5K -774 -6%
SP
1092
Symmetry Partners
Connecticut
$436K
KFA
1093
Krane Funds Advisors
New York
$434K +$23.3K +522 +4%
GFA
1094
Gifford Fong Associates
California
$433K
DAS
1095
Dynamic Advisor Solutions
Arizona
$433K +$39.2K +879 +8%
VCM
1096
Vivaldi Capital Management
Illinois
$433K -$29.3K -657 -5%
ADL
1097
Asset Dedication LLC
California
$432K -$98.2K -2,205 -15%
OCG
1098
Opus Capital Group
Ohio
$431K -$4.9K -110 -0.9%
GLR
1099
Great Lakes Retirement
Ohio
$430K +$40K +898 +8%
CAAS
1100
Capital Asset Advisory Services
Michigan
$428K +$100K +2,256 +23%

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.