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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
PAG
1176
Paladin Advisory Group
Iowa
$363K +$449K +10,076 New
MWM
1177
Meridian Wealth Management
Kentucky
$362K +$5.52K +124 +1%
TG
1178
TCW Group
California
$362K +$447K +10,043 New
SHFA
1179
SS&H Financial Advisors
Michigan
$361K
BWA
1180
Burt Wealth Advisors
Maryland
$361K +$1.2K +27 +0.3%
RB
1181
Renasant Bank
Mississippi
$360K +$49.6K +1,113 +13%
EH
1182
Equitable Holdings
New York
$358K +$442K +9,923 New
IA
1183
IFP Advisors
Florida
$358K -$586K -13,166 -62%
BFG
1184
Berger Financial Group
Minnesota
$357K +$22K +495 +5%
AC
1185
Asio Capital
Kentucky
$357K
IB
1186
Intrust Bank
Kansas
$357K -$96.9K -2,176 -18%
CW
1187
CreativeOne Wealth
Kansas
$352K -$40.8K -915 -9%
CSIC
1188
Clifford Swan Investment Counsel
California
$351K -$16.7K -375 -4%
ACA
1189
Aptus Capital Advisors
Alabama
$351K +$6.19K +139 +1%
GWM
1190
Geneos Wealth Management
Colorado
$351K -$189K -4,249 -30%
EM
1191
Excalibur Management
Massachusetts
$350K +$27.5K +618 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1192
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$350K +$432K +9,698 New
PCM
1193
Perkins Capital Management
Minnesota
$349K +$44.5K +1,000 +12%
MCI
1194
McDonald Capital Investors
California
$348K
RWA
1195
Ropes Wealth Advisors
Massachusetts
$348K -$31.8K -715 -7%
RFN
1196
RDA Financial Network
Iowa
$347K -$668 -15 -0.2%
IVP
1197
Intrinsic Value Partners
Arizona
$346K -$682K -15,300 -61%
BBW
1198
Blue Barn Wealth
Utah
$346K +$221K +4,969 +108%
LWANC
1199
Laurel Wealth Advisors (North Carolina)
North Carolina
$346K +$67.4K +1,513 +19%
SS
1200
Sunbelt Securities
Texas
$345K -$75.6K -1,697 -15%

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.