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US Bancorp
USB

Overview Fund Activity

1,653 hedge funds and large institutions have $43.2B invested in US Bancorp in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 764 increasing their positions, 531 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
-81
Holders Change %
-4.67%
% of All Funds
26.46%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.5%
New
144
Increased
764
Reduced
531
Closed
189
Calls
$247M
Puts
$334M
Net Calls
-$87M
Net Calls Change
-$229M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$508M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$273M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$199M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$166M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$466M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$291M
3
Citadel Advisors
Citadel Advisors
Florida
-$204M
4
First Trust Advisors
First Trust Advisors
Illinois
-$195M
5
YAM
Yacktman Asset Management
Texas
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1351
Capital Performance Advisors
California
$232K – – –
BC
1352
Bridgefront Capital
Texas
$232K +$232K +6,422 New
WAAG
1353
Wealth Alliance Advisory Group
Kansas
$231K +$18K +500 +8%
AWM
1354
Accel Wealth Management
Iowa
$231K +$20.5K +570 +10%
ECM
1355
Evergreen Capital Management
Washington
$231K -$312K -8,531 -57%
CSC
1356
Caldwell Sutter Capital
California
$228K +$108K +3,006 +90%
EP
1357
EPIQ Partners
Minnesota
$228K -$51K -1,416 -18%
FSCM
1358
Front Street Capital Management
Montana
$227K – – –
TFA
1359
Trinity Financial Advisors
Ohio
$226K +$3.97K +110 +2%
MFC
1360
Mechanics Financial Corp
Ohio
$225K – – –
BCA
1361
Bay Colony Advisors
Massachusetts
$225K -$135K -3,807 -38%
MWM
1362
Mission Wealth Management
California
$223K -$10.3K -287 -4%
MIP
1363
Marietta Investment Partners
Wisconsin
$223K -$43.3K -1,200 -16%
WDA
1364
Wendell David Associates
New Hampshire
$221K – – –
SDAM
1365
Shulman DeMeo Asset Management
New York
$220K +$721 +20 +0.3%
AI
1366
Arrien Investments
Idaho
$219K +$219K +6,087 New
MHIC
1367
Marble Harbor Investment Counsel
Massachusetts
$218K +$43.3K +1,200 +25%
EWM
1368
Endurance Wealth Management
Rhode Island
$216K – – –
TNBTD
1369
Trustmark National Bank Trust Department
Mississippi
$215K +$30.1K +835 +16%
ACIM
1370
Azimuth Capital Investment Management
Michigan
$214K – – –
NPF
1371
Norris Perne & French
Michigan
$214K – – –
ECG
1372
Edge Capital Group
Georgia
$214K – – –
AWM
1373
Aberdeen Wealth Management
Illinois
$214K -$108K -2,994 -34%
RCAG
1374
Rehmann Capital Advisory Group
Michigan
$213K -$4.94K -137 -2%
WAM
1375
Walker Asset Management
Missouri
$212K +$19K +527 +10%
53 54
55
56 57