USB icon

US Bancorp
USB

Overview Fund Activity

1,577 hedge funds and large institutions have $38.9B invested in US Bancorp in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 682 increasing their positions, 591 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
-76
Holders Change %
-4.6%
% of All Funds
24.87%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.44%
New
120
Increased
682
Reduced
591
Closed
182
Calls
$396M
Puts
$439M
Net Calls
-$43.2M
Net Calls Change
+$43.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$208M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$196M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$107M
4
Bank of America
Bank of America
North Carolina
+$100M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$98.6M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$213M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$201M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$101M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$95.9M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$91.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1076
Aptus Capital Advisors
Alabama
$374K +$56.3K +1,703 +18%
DWM
1077
Defined Wealth Management
Oregon
$373K +$231 +7 +0.1%
RCA
1078
Resonant Capital Advisors
Wisconsin
$373K +$14.7K +438 +4%
IFWM
1079
Institute for Wealth Management
Colorado
$373K +$12.2K +368 +3%
VVP
1080
Venture Visionary Partners
Ohio
$373K +$62K +1,878 +20%
PGIM
1081
Pacific Global Investment Management
California
$372K +$68.8K +2,081 +23%
FIA
1082
Foundations Investment Advisors
Arizona
$372K +$18.8K +569 +5%
PWP
1083
Phillips Wealth Planners
Mississippi
$371K +$4.89K +148 +1%
HI
1084
Hendershot Investments
Virginia
$371K – – –
FBFS
1085
First Business Financial Services
Wisconsin
$371K +$25.7K +777 +7%
FBC
1086
Fairfield, Bush & Co
Connecticut
$371K – – –
SFO
1087
Stokes Family Office
Louisiana
$370K +$81.1K +2,456 +28%
EH
1088
Equitable Holdings
New York
$369K +$41.4K +1,254 +13%
STA
1089
Summit Trail Advisors
New York
$368K +$30.6K +912 +9%
NP
1090
NorthRock Partners
Minnesota
$367K +$73.9K +2,236 +25%
SWA
1091
Stratos Wealth Advisors
Ohio
$367K +$104K +3,149 +40%
VSQM
1092
V-Square Quantitative Management
Illinois
$367K +$13.2K +400 +4%
BTWM
1093
Baker Tilly Wealth Management
Wisconsin
$366K -$1.1M -33,327 -75%
JWCA
1094
J.W. Cole Advisors
Florida
$366K -$54K -1,633 -13%
RC
1095
Rovin Capital
Arizona
$366K +$180K +5,463 +97%
FWM
1096
Forza Wealth Management
Florida
$366K -$38.3K -1,160 -9%
SFP
1097
Shepherd Financial Partners
Massachusetts
$365K -$482K -14,603 -57%
DG
1098
DMC Group
Alabama
$365K +$13.8K +417 +4%
AF
1099
Alerus Financial
North Dakota
$363K -$5.11M -154,555 -93%
HNWAG
1100
High Net Worth Advisory Group
Florida
$363K +$8.89K +269 +3%
42 43
44
45 46