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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
OCBCO
1251
Oversea-Chinese Banking Corp (OCBC)
Singapore
$305K +$129K +2,887 +51%
FNA
1252
First National Advisers
Nebraska
$303K +$14.7K +331 +4%
TL
1253
Tradewinds LLC
North Carolina
$303K +$210K +4,718 +128%
Man Group
1254
Man Group
United Kingdom
$302K -$15.3M -343,843 Closed
DIA
1255
Dana Investment Advisors
Wisconsin
$301K +$2.72K +61 +0.7%
KCPG
1256
Kavar Capital Partners Group
Kansas
$301K -$89.1K -2,000 -19%
SPC
1257
Stewart & Patten Company
California
$301K
AWM
1258
Accurate Wealth Management
Florida
$300K +$74.7K +1,677 +25%
BCM
1259
Boltwood Capital Management
California
$299K -$6.68K -150 -2%
CA
1260
Continuum Advisory
Idaho
$298K +$15K +337 +4%
MCM
1261
Mitchell Capital Management
Kansas
$297K
BG
1262
Benedetti & Gucer
Georgia
$297K +$367K +8,230 New
VWA
1263
V Wealth Advisors
Kansas
$295K -$228K -5,119 -38%
SW
1264
SlateStone Wealth
Florida
$295K -$32.3K -726 -8%
EP
1265
Eudaimonia Partners
Tennessee
$294K +$363K +8,156 New
T
1266
TOBAM
France
$294K
BWM
1267
BNC Wealth Management
Oregon
$293K +$1.07K +24 +0.3%
ML
1268
McAdam LLC
Pennsylvania
$291K -$4.14K -93 -1%
LOIP
1269
Live Oak Investment Partners
Texas
$290K
TCMP
1270
Thrive Capital Management (Pennsylvania)
Pennsylvania
$290K +$4.45K +100 +1%
BIP
1271
Blueprint Investment Partners
North Carolina
$288K +$356K +7,992 New
SWA
1272
Stratos Wealth Advisors
Ohio
$287K -$417K -9,366 -54%
CIC
1273
Chase Investment Counsel
Virginia
$286K +$27.4K +615 +8%
LWM
1274
Liberty Wealth Management
California
$286K +$353K +7,929 New
SCM
1275
Sebold Capital Management
Illinois
$286K +$45 +1 +0%

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.