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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
OPCM
1276
Osborne Partners Capital Management
California
$285K +$28.1K +630 +9%
PAI
1277
Pittenger & Anderson Inc
Nebraska
$284K
EF
1278
Empowered Funds
Pennsylvania
$284K +$351K +7,869 New
AI
1279
Atom Investors
Texas
$283K +$350K +7,857 New
LWCFA
1280
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$282K +$12.6K +283 +4%
PI
1281
PFS Investments
Georgia
$281K +$351K +7,872 New
CISOA
1282
Capital Investment Services of America
Wisconsin
$280K -$73.5K -1,650 -18%
CFG
1283
Citizens Financial Group
Rhode Island
$279K -$249K -5,597 -42%
FCH
1284
Freestone Capital Holdings
Washington
$279K -$14.6K -328 -4%
FIB
1285
First Interstate Bank
Montana
$279K -$77.4K -1,737 -18%
EIG
1286
Ellenbecker Investment Group
Wisconsin
$278K -$15K -336 -4%
CAL
1287
Capital Analysts LLC
Pennsylvania
$278K +$10.7K +240 +3%
PHS
1288
Pekin Hardy Strauss
Illinois
$278K
QCM
1289
Qsemble Capital Management
New York
$278K +$343K +7,700 New
MFG
1290
Monte Financial Group
Connecticut
$276K -$4.56M -102,298 -93%
PWM
1291
Paulson Wealth Management
Illinois
$275K +$33K +741 +11%
CAM
1292
Concorde Asset Management
Michigan
$275K +$267 +6 +0.1%
JWM
1293
Janiczek Wealth Management
Colorado
$274K -$178 -4 -0.1%
NCM
1294
Novare Capital Management
North Carolina
$273K +$338K +7,586 New
RP
1295
Riverbridge Partners
Minnesota
$272K
LFA
1296
Laraway Financial Advisors
Minnesota
$271K -$22.2K -499 -6%
CIAS
1297
Capital Investment Advisory Services
North Carolina
$271K +$78.5K +1,762 +31%
AFG
1298
Allegheny Financial Group
Pennsylvania
$271K +$89 +2 +0%
EFG
1299
Everhart Financial Group
Ohio
$270K +$52.9K +1,188 +19%
BBNB
1300
Baker Boyer National Bank
Washington
$269K

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.