We are live on ! Find out more
USB icon

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
EWM
1376
Endurance Wealth Management
Rhode Island
$216K
TNBTD
1377
Trustmark National Bank Trust Department
Mississippi
$215K +$37.2K +835 +16%
ACIM
1378
Azimuth Capital Investment Management
Michigan
$214K
NPF
1379
Norris Perne & French
Michigan
$214K
ECG
1380
Edge Capital Group
Georgia
$214K
AWM
1381
Aberdeen Wealth Management
Illinois
$214K -$133K -2,994 -34%
RCAG
1382
Rehmann Capital Advisory Group
Michigan
$213K -$6.1K -137 -2%
WAM
1383
Walker Asset Management
Missouri
$212K +$23.5K +527 +10%
PFA
1384
Pure Financial Advisors
California
$212K +$24.5K +550 +10%
MIM
1385
Moseley Investment Management
Florida
$211K +$261K +5,862 New
GPA
1386
Garrison Point Advisors
California
$211K +$40.1K +900 +18%
C
1387
CEDRUS
Colorado
$210K -$5.61K -126 -2%
CFO
1388
Callan Family Office
Pennsylvania
$210K +$3.7K +83 +1%
PGAM
1389
Princeton Global Asset Management
New Jersey
$210K -$17.8K -400 -6%
SIA
1390
Soltis Investment Advisors
Utah
$210K +$259K +5,825 New
OWA
1391
Octavia Wealth Advisors
Ohio
$210K +$16.5K +370 +7%
AS
1392
AM Squared
Hong Kong
$209K +$75.7K +1,700 +41%
RDFA
1393
Ritter Daniher Financial Advisory
Ohio
$208K
CCMI
1394
Creative Capital Management Investments
California
$208K -$1.29K -29 -0.5%
ST
1395
Spinnaker Trust
Maine
$208K -$6.77K -152 -3%
BA
1396
Ballast Advisors
Minnesota
$207K +$7.26K +163 +3%
RTC
1397
Riverview Trust Company
Washington
$207K
DLCIG
1398
D.L. Carlson Investment Group
New Hampshire
$206K
LA
1399
LexAurum Advisors
Kansas
$205K
FA
1400
Faithward Advisors
Pennsylvania
$204K +$314K +7,045 New

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.