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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 %
OFG
1126
Oxford Financial Group
Indiana
$396K -$28.4K -788 -7%
IFWM
1127
Institute for Wealth Management
Colorado
$394K -$4.15K -115 -1%
MW
1128
Marcum Wealth
Ohio
$393K +$154K +4,263 +64%
CCA
1129
Checchi Capital Advisers
California
$392K -$76K -2,109 -16%
RCA
1130
Resonant Capital Advisors
Wisconsin
$391K -$16.7K -457 -4%
PIM
1131
Penobscot Investment Management
Massachusetts
$390K – – –
DSC
1132
Duncker Streett & Co
Missouri
$390K -$963K -26,707 -71%
WAG
1133
Wallace Advisory Group
California
$390K +$59.2K +1,642 +18%
GWWM
1134
Great Waters Wealth Management
Minnesota
$389K +$2.05K +61 +0.5%
FW
1135
FirstPurpose Wealth
Utah
$388K +$62K +1,719 +19%
AB
1136
Atlas Brown
Kentucky
$387K -$18.4K -511 -5%
VA
1137
Valmark Advisers
Ohio
$387K +$4.47K +124 +1%
4WM
1138
44 Wealth Management
Oregon
$386K +$1.69K +47 +0.4%
NHT
1139
New Hampshire Trust
New Hampshire
$386K -$42.8K -1,186 -10%
EWA
1140
Exencial Wealth Advisors
Oklahoma
$386K -$7.35K -204 -2%
VSQM
1141
V-Square Quantitative Management
Illinois
$386K +$386K +10,707 New
HNWAG
1142
High Net Worth Advisory Group
Florida
$386K +$3.14K +87 +0.8%
SWM
1143
Spire Wealth Management
Virginia
$386K +$59.7K +1,657 +18%
FIA
1144
Foundations Investment Advisors
Arizona
$385K -$50.3K -1,396 -12%
BAM
1145
Blueshift Asset Management
New Jersey
$384K -$155K -4,309 -29%
AIM
1146
Acropolis Investment Management
Missouri
$383K +$108 +3 +0%
EDRIA
1147
Edmonds Duncan Registered Investment Advisors
Kansas
$382K – – –
LSAG
1148
Lake Street Advisors Group
New Hampshire
$381K +$18.3K +508 +5%
SCA
1149
Sage Capital Advisors
South Dakota
$381K – – –
GC
1150
Gratus Capital
Georgia
$379K -$53.6K -1,488 -12%
44 45
46
47 48