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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
SFB
1201
STAR Financial Bank
Indiana
$345K -$7.79K -175 -2%
LW
1202
Lauer Wealth
Indiana
$343K +$455K +10,220 New
AIA
1203
Angeles Investment Advisors
California
$342K +$115K +2,572 +38%
AAM
1204
Auxier Asset Management
Oregon
$342K -$2.23K -50 -0.5%
PP
1205
PDS Planning
Ohio
$341K +$53.4K +1,198 +14%
SVWAG
1206
Sound View Wealth Advisors Group
Georgia
$341K -$140K -3,142 -25%
Lazard Asset Management
1207
Lazard Asset Management
New York
$340K +$164K +3,672 +64%
VVP
1208
Venture Visionary Partners
Ohio
$340K +$35.6K +800 +9%
CB
1209
Cadence Bank
Mississippi
$338K -$2.05K -46 -0.5%
BFG
1210
Beacon Financial Group
Texas
$337K -$144K -3,228 -25%
TCA
1211
Transcend Capital Advisors
New Jersey
$336K -$77.3K -1,736 -16%
VFA
1212
Voya Financial Advisors
Connecticut
$335K +$30.7K +689 +8%
AMG
1213
Advisors Management Group
Wisconsin
$335K -$3.03K -68 -0.7%
LSV Asset Management
1214
LSV Asset Management
Illinois
$335K
BAM
1215
Baldrige Asset Management
Pennsylvania
$334K -$5.57K -125 -1%
ACM
1216
Anfield Capital Management
California
$333K +$412K +9,251 New
KTC
1217
Kistler-Tiffany Companies
Pennsylvania
$333K +$148K +3,324 +56%
SIM
1218
Sentry Investment Management
Wisconsin
$332K +$9.89K +222 +2%
PGIM
1219
Pacific Global Investment Management
California
$331K -$4.37K -98 -1%
MIM
1220
Marco Investment Management
Georgia
$329K
MWC
1221
MBM Wealth Consultants
Missouri
$328K
CSB
1222
City State Bank
Iowa
$327K -$10K -225 -2%
BEAM
1223
Baker Ellis Asset Management
Washington
$324K
CST
1224
Charles Schwab Trust
Nevada
$323K
CIC
1225
Crawford Investment Counsel
Georgia
$322K -$33.4K -750 -8%

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.