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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
LIA
1301
LBMC Investment Advisors
Tennessee
$268K +$1.02K +23 +0.3%
PWPS
1302
Pinnacle Wealth Planning Services
Ohio
$267K -$114K -2,569 -26%
MC
1303
Machina Capital
France
$267K +$330K +7,413 New
GIA
1304
Gateway Investment Advisers
Ohio
$267K +$1.92K +43 +0.6%
CC
1305
Chicago Capital
Illinois
$266K -$176K -3,956 -35%
MIM
1306
Morningstar Investment Management
Illinois
$264K
MC
1307
Middleton & Co
Massachusetts
$264K -$60.9K -1,367 -16%
MLFP
1308
MPS Loria Financial Planners
Illinois
$263K +$1.07K +24 +0.3%
CPWA
1309
Cerro Pacific Wealth Advisors
California
$261K -$705K -15,836 -69%
FBT
1310
First Bankers Trust
Kentucky
$260K +$109K +2,450 +52%
TC
1311
TAP Consulting
Missouri
$259K +$320K +7,192 New
JE
1312
JMAC Enterprises
Pennsylvania
$259K -$74.7K -1,678 -19%
KWM
1313
Kolinsky Wealth Management
New Jersey
$257K +$62.5K +1,403 +24%
EFH
1314
Eaton Financial Holdings
Florida
$257K
HI
1315
Human Investing
Oregon
$257K
WI
1316
Wedgewood Investors
Pennsylvania
$256K
CIA
1317
Choate Investment Advisors
Massachusetts
$255K -$2.23K -50 -0.7%
SCM
1318
Stonehearth Capital Management
Massachusetts
$255K +$315K +7,081 New
RIA
1319
Realta Investment Advisors
Delaware
$255K +$38.8K +870 +14%
HR
1320
Hardy Reed
Mississippi
$255K -$18.1K -407 -5%
BWP
1321
BSW Wealth Partners
Colorado
$255K +$31.6K +709 +11%
NAM
1322
NTV Asset Management
West Virginia
$253K
AWM
1323
Axxcess Wealth Management
California
$251K -$220K -4,934 -41%
FNB
1324
Farmers National Bank
Kentucky
$251K +$3.83K +86 +1%
PAM
1325
Peak Asset Management
Colorado
$251K

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.