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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
HL
1326
HeadInvest LLC
Maine
$250K -$15.8K -355 -5%
RBC
1327
Romano Brothers & Co
Illinois
$248K +$73.1K +1,641 +31%
CFG
1328
Cooper Financial Group
California
$247K +$5.26K +118 +2%
CWM
1329
Cahaba Wealth Management
Georgia
$247K -$8.29K -186 -3%
PIM
1330
Progressive Investment Management
Oregon
$247K +$25.5K +573 +9%
WG
1331
Welch Group
Alabama
$246K
APWM
1332
Argonautica Private Wealth Management
Massachusetts
$246K +$178 +4 +0.1%
NIC
1333
Northwest Investment Counselors
Oregon
$245K -$92.8K -2,084 -23%
GFA
1334
Gallagher Fiduciary Advisors
Illinois
$245K +$303K +6,795 New
NB
1335
Nicolet Bankshares
Wisconsin
$243K +$74.5K +1,672 +33%
JFA
1336
JNBA Financial Advisors
Minnesota
$242K -$445 -10 -0.1%
PFT
1337
Providence First Trust
Arizona
$241K -$14.3K -320 -5%
CBTWT
1338
Community Bank & Trust (Waco, Texas)
Texas
$241K +$8.02K +180 +3%
LC
1339
Lincoln Capital
Nebraska
$240K -$53.6K -1,203 -15%
VIM
1340
Vista Investment Management
Pennsylvania
$240K +$297K +6,668 New
BB
1341
Bell Bank
North Dakota
$240K -$2.09K -47 -0.7%
IHL
1342
Investment House LLC
California
$239K -$4.45K -100 -1%
CRIG
1343
Charter Research & Investment Group
Connecticut
$238K
LA
1344
LVW Advisors
New York
$238K +$70.6K +1,584 +32%
SWM
1345
Sculati Wealth Management
Michigan
$238K
SB
1346
Strategic Blueprint
Georgia
$238K +$61.2K +1,373 +26%
BFO
1347
Boston Family Office
Massachusetts
$238K -$20.4K -459 -7%
FFA
1348
First Foundation Advisors
California
$238K -$39.7K -891 -12%
PO
1349
Private Ocean
California
$237K +$6.46K +145 +2%
VT
1350
Vise Technologies
New York
$237K -$198K -4,453 -40%

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.