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
EI
1426
Ellevest Inc
New York
$146K +$111K +2,484 +158%
PP
1427
PrairieView Partners
Minnesota
$143K +$15.6K +350 +10%
HPC
1428
HM Payson & Co
Maine
$141K -$4.94K -111 -3%
GWS
1429
Glassman Wealth Services
Virginia
$140K -$11.2K -251 -6%
HS
1430
Horan Securities
United States
$140K -$13K -291 -7%
TAM
1431
Tucker Asset Management
Colorado
$137K +$38.2K +858 +29%
CCP
1432
Carmel Capital Partners
California
$136K +$168K +3,778 New
CCM
1433
CAAS Capital Management
New York
$133K +$165K +3,700 New
KI
1434
Kapitalo Investimentos
Brazil
$132K +$164K +3,675 New
BONH
1435
Bank of New Hampshire
New Hampshire
$131K -$24.1K -542 -13%
FNBOSM
1436
First National Bank of South Miami
Florida
$126K +$8.24K +185 +6%
AA
1437
Alta Advisers
United Kingdom
$126K
WPWM
1438
Western Pacific Wealth Management
Illinois
$126K
CWC
1439
Carolinas Wealth Consulting
North Carolina
$126K +$11K +247 +8%
GEA
1440
Glen Eagle Advisors
New Jersey
$125K +$178 +4 +0.1%
HC
1441
Hoese & Co
Minnesota
$125K
WIM
1442
WealthPlan Investment Management
Nebraska
$125K -$579K -13,004 -79%
EWM
1443
Evermay Wealth Management
Virginia
$123K +$11.1K +250 +8%
GIS
1444
Grayhawk Investment Strategies
Alberta, Canada
$122K
PFA
1445
Pathway Financial Advisers
Indiana
$122K -$273K -6,127 -64%
AIM
1446
Anchor Investment Management
South Carolina
$121K
UCB
1447
United Community Bank
South Carolina
$119K
CBT
1448
CoreFirst Bank & Trust
Kansas
$118K
DAC
1449
Dividend Assets Capital
South Carolina
$117K
OA
1450
Operose Advisors
Wisconsin
$116K -$12.7K -284 -8%

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.