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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
PEA
1401
Park Edge Advisors
Ohio
$204K
RC
1402
Rovin Capital
Arizona
$203K +$250K +5,619 New
RI
1403
Ridgewood Investments
New Jersey
$202K
MFA
1404
Mayflower Financial Advisors
Massachusetts
$202K -$1.11K -25 -0.4%
FWM
1405
FSA Wealth Management
Massachusetts
$201K -$4.45K -100 -2%
MFG
1406
Menard Financial Group
Texas
$201K
AWG
1407
Altus Wealth Group
Colorado
$201K +$248K +5,572 New
PFBT
1408
Parkside Financial Bank & Trust
Missouri
$200K -$7.3K -164 -3%
UAML
1409
US Asset Management LLC
Pennsylvania
$198K -$2.45K -55 -1%
AA
1410
AlphaMark Advisors
Kentucky
$195K +$39K +875 +19%
ETH
1411
Exos TFP Holdings
New York
$191K +$129K +2,896 +120%
CWP
1412
Concord Wealth Partners
Virginia
$184K -$119K -2,661 -34%
LB
1413
Legacy Bridge
Iowa
$180K
TWA
1414
TCI Wealth Advisors
Arizona
$177K +$21.1K +474 +11%
FWM
1415
Focused Wealth Management
New York
$177K +$312 +7 +0.1%
MA
1416
MCF Advisors
Kentucky
$172K +$93.8K +2,105 +81%
LSA
1417
Leonteq Securities AG
Switzerland
$168K +$190K +4,275 +1,137%
RA
1418
Rise Advisors
New York
$166K +$205K +4,602 New
SSG
1419
Summit Securities Group
New York
$160K +$74.2K +1,665 +60%
AWM
1420
Ameliora Wealth Management
Switzerland
$159K
DMBA
1421
Deseret Mutual Benefit Administrators
Utah
$158K
CCA
1422
Column Capital Advisors
Indiana
$152K +$15.2K +342 +9%
HIA
1423
Harbor Investment Advisory
Maryland
$152K -$1.92K -43 -1%
PCM
1424
Pointe Capital Management
Michigan
$151K -$38.1K -855 -17%
CFO
1425
CVA Family Office
Colorado
$148K +$105K +2,364 +136%

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.