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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
BAM
1151
Blueshift Asset Management
New Jersey
$384K -$192K -4,309 -29%
AIM
1152
Acropolis Investment Management
Missouri
$383K +$134 +3 +0%
EDRIA
1153
Edmonds Duncan Registered Investment Advisors
Kansas
$382K
LSAG
1154
Lake Street Advisors Group
New Hampshire
$381K +$22.6K +508 +5%
SCA
1155
Sage Capital Advisors
South Dakota
$381K
GC
1156
Gratus Capital
Georgia
$379K -$66.3K -1,488 -12%
CAM
1157
Chesapeake Asset Management
New York
$379K +$468K +10,513 New
DG
1158
DMC Group
Alabama
$378K -$42.1K -945 -8%
IAIM
1159
Industrial Alliance Investment Management
Quebec, Canada
$378K +$412K +9,257 +760%
CNBT
1160
Canandaigua National Bank & Trust
New York
$378K +$467K +10,479 New
LL
1161
LPWM LLC
Minnesota
$377K
FBFS
1162
First Business Financial Services
Wisconsin
$377K +$129K +2,896 +38%
AIA
1163
Affinity Investment Advisors
California
$375K +$71.3K +1,600 +18%
YAM
1164
Yacktman Asset Management
Texas
$375K -$212M -4,760,006 -100%
LJHT
1165
Laurie J. Hall Trustee
$374K
KIA
1166
KLR Investment Advisors
Rhode Island
$374K +$93.5K +2,099 +26%
CFA
1167
CWS Financial Advisors
Michigan
$374K -$49.7K -1,116 -10%
CC
1168
Courier Capital
New York
$372K -$13.1K -293 -3%
SCM
1169
Shelton Capital Management
Colorado
$372K +$80.5K +1,808 +21%
MBT
1170
Montecito Bank & Trust
California
$371K +$84.7K +1,902 +23%
TCOT
1171
Trust Company of Toledo
Ohio
$369K +$43.9K +985 +11%
STA
1172
Summit Trail Advisors
New York
$368K +$64.8K +1,455 +17%
LCM
1173
Linker Capital Management
Kentucky
$367K
PWP
1174
Phillips Wealth Planners
Mississippi
$365K -$28.4K -638 -5%
CIC
1175
Chilton Investment Company
Connecticut
$365K -$582K -13,055 -56%

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.