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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
HI
1126
Hendershot Investments
Virginia
$405K -$72.4K -1,625 -13%
FBC
1127
Fairfield, Bush & Co
Connecticut
$405K
LFAS
1128
Level Four Advisory Services
Texas
$399K +$26.8K +601 +6%
QCM
1129
Quantinno Capital Management
New York
$398K -$610K -13,685 -55%
CI
1130
Conning Inc
Connecticut
$397K -$5.66K -127 -1%
FHA
1131
Flagship Harbor Advisors
Massachusetts
$396K +$490K +10,998 New
OFG
1132
Oxford Financial Group
Indiana
$396K -$35.1K -788 -7%
IFWM
1133
Institute for Wealth Management
Colorado
$394K -$5.12K -115 -1%
MW
1134
Marcum Wealth
Ohio
$393K +$190K +4,263 +64%
CCA
1135
Checchi Capital Advisers
California
$392K -$93.9K -2,109 -16%
RCA
1136
Resonant Capital Advisors
Wisconsin
$391K -$20.4K -457 -4%
PIM
1137
Penobscot Investment Management
Massachusetts
$390K
DSC
1138
Duncker Streett & Co
Missouri
$390K -$1.19M -26,707 -71%
WAG
1139
Wallace Advisory Group
California
$390K +$73.1K +1,642 +18%
GWWM
1140
Great Waters Wealth Management
Minnesota
$389K +$2.72K +61 +0.5%
FW
1141
FirstPurpose Wealth
Utah
$388K +$76.6K +1,719 +19%
AB
1142
Atlas Brown
Kentucky
$387K -$22.8K -511 -5%
VA
1143
Valmark Advisers
Ohio
$387K +$5.52K +124 +1%
4WM
1144
44 Wealth Management
Oregon
$386K +$2.09K +47 +0.4%
NHT
1145
New Hampshire Trust
New Hampshire
$386K -$52.8K -1,186 -10%
EWA
1146
Exencial Wealth Advisors
Oklahoma
$386K -$9.09K -204 -2%
VSQM
1147
V-Square Quantitative Management
Illinois
$386K +$477K +10,707 New
HNWAG
1148
High Net Worth Advisory Group
Florida
$386K +$3.88K +87 +0.8%
SWM
1149
Spire Wealth Management
Virginia
$386K +$73.8K +1,657 +18%
FIA
1150
Foundations Investment Advisors
Arizona
$385K -$62.2K -1,396 -12%

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.