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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 %
CWA
1101
Centennial Wealth Advisory
Michigan
$361K -$174K -5,262 -32%
IAS
1102
Insigneo Advisory Services
Florida
$360K +$360K +10,735 New
4WM
1103
44 Wealth Management
Oregon
$360K +$5.42K +164 +2%
CSC
1104
Caldwell Sutter Capital
California
$359K +$150K +4,533 +72%
NHT
1105
New Hampshire Trust
New Hampshire
$359K +$4.73K +143 +1%
LFAS
1106
Level Four Advisory Services
Texas
$357K -$9.42K -285 -3%
AB
1107
Atlas Brown
Kentucky
$355K +$297 +9 +0.1%
CHC
1108
City Holding Co
West Virginia
$355K -$23.5K -712 -6%
BCM
1109
Brookstone Capital Management
Illinois
$353K -$1.17M -34,853 -77%
TCBWMS
1110
Texas Capital Bank Wealth Management Services
Texas
$352K -$5.66M -171,265 -94%
AWAU
1111
Alliance Wealth Advisors (Utah)
Utah
$352K -$221K -6,683 -39%
EDRIA
1112
Edmonds Duncan Registered Investment Advisors
Kansas
$350K – – –
SCA
1113
Sage Capital Advisors
South Dakota
$349K – – –
ACM
1114
Arcataur Capital Management
Wisconsin
$349K +$349K +10,552 New
GIA
1115
Gladstone Institutional Advisory
Florida
$347K -$42.9K -1,298 -11%
TWM
1116
Thrive Wealth Management
Pennsylvania
$344K -$85.3K -2,582 -20%
AIA
1117
Affinity Investment Advisors
California
$344K – – –
KIA
1118
KLR Investment Advisors
Rhode Island
$343K +$235 +7 +0.1%
CSB
1119
City State Bank
Iowa
$343K +$43.5K +1,318 +15%
IAIM
1120
International Assets Investment Management
Florida
$343K -$90.7K -2,991 -21%
CNBT
1121
Canandaigua National Bank & Trust
New York
$343K -$3.6K -109 -1%
BFM
1122
Boston Financial Management
Massachusetts
$342K +$342K +10,364 New
DAS
1123
Dynamic Advisor Solutions
Arizona
$341K -$55.8K -1,689 -14%
IA
1124
IFP Advisors
Florida
$339K +$67K +2,028 +25%
GC
1125
Gratus Capital
Georgia
$338K -$9.25K -280 -3%
43 44
45
46 47