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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
NWM
1226
Northwest Wealth Management
Iowa
$321K +$1.16K +26 +0.3%
PP
1227
Patron Partners
Texas
$321K +$12.2K +275 +3%
ACP
1228
Aveo Capital Partners
Colorado
$321K +$668 +15 +0.2%
NP
1229
NorthRock Partners
Minnesota
$320K -$67.3K -1,512 -15%
CFFP
1230
Center for Financial Planning
Michigan
$320K +$39.6K +888 +11%
DAM
1231
Delta Asset Management
Tennessee
$319K
MYIA
1232
Mount Yale Investment Advisors
Colorado
$318K -$14K -314 -3%
WSTAM
1233
Wilbanks Smith & Thomas Asset Management
Virginia
$318K +$80.4K +1,805 +26%
Jones Financial Companies
1234
Jones Financial Companies
Missouri
$318K +$26.9K +604 +7%
EAM
1235
EFG Asset Management
Oregon
$318K +$393K +8,822 New
CA
1236
Cambridge Advisors
Nebraska
$316K
CT
1237
Caldwell Trust
Florida
$315K -$5.34K -120 -1%
SFO
1238
Stokes Family Office
Louisiana
$315K +$84.6K +1,900 +28%
LRPA
1239
L. Roy Papp & Associates
Arizona
$314K -$86.2K -1,935 -18%
GSB
1240
Greenfield Savings Bank
Massachusetts
$314K -$2.9K -65 -0.7%
CFA
1241
Cahill Financial Advisors
Minnesota
$313K +$387K +8,695 New
KWA
1242
Kellett Wealth Advisors
Ohio
$312K +$134K +3,016 +53%
ZF
1243
Zhang Financial
Michigan
$310K -$246K -5,524 -39%
BHPW
1244
Beverly Hills Private Wealth
California
$310K +$41.4K +930 +12%
ESBC
1245
E.S. Barr & Co
Kentucky
$310K -$4.45K -100 -1%
MSWM
1246
McGlone Suttner Wealth Management
Wisconsin
$308K +$37.3K +837 +11%
MG
1247
Mather Group
Illinois
$308K -$676K -15,176 -64%
BFG
1248
Barber Financial Group
Kansas
$307K -$2.05K -46 -0.5%
HFAS
1249
Hummer Financial Advisory Services
Illinois
$307K -$9.53K -214 -2%
BDFN
1250
Bond & Devick Financial Network
Minnesota
$307K +$17.6K +395 +5%

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.