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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
CB
1451
Centennial Bank
Arkansas
$113K
CCMW
1452
Cypress Capital Management (Wyoming)
Wyoming
$112K
PFG
1453
Piershale Financial Group
Illinois
$111K
BAM
1454
Byrne Asset Management
New Jersey
$111K -$62.6K -1,405 -31%
OIA
1455
Optimum Investment Advisors
Illinois
$111K
MG
1456
MilWealth Group
Wisconsin
$110K
ACA
1457
Atlas Capital Advisors
Wyoming
$107K
SSB
1458
Sandy Spring Bank
Maryland
$104K -$109K -2,451 -46%
MAM
1459
Marquette Asset Management
Minnesota
$102K
C
1460
Covestor
United Kingdom
$101K +$16.5K +370 +15%
HCP
1461
Hexagon Capital Partners
Arkansas
$100K -$40.4K -908 -25%
ATC
1462
Adirondack Trust Company
New York
$99.8K -$1.78K -40 -1%
CBT
1463
Central Bank & Trust
Kentucky
$98.9K +$1.6K +36 +1%
FFA
1464
Farther Finance Advisors
California
$98.3K +$41.2K +924 +51%
Loomis, Sayles & Company
1465
Loomis, Sayles & Company
Massachusetts
$94K +$23.3K +523 +25%
DZ Bank
1466
DZ Bank
Germany
$91.7K -$19.7M -443,320 -99%
DCBT
1467
Dakota Community Bank & Trust
North Dakota
$90.1K
UID
1468
Union Investments & Development
Israel
$90.1K
MIHAS
1469
Maj Invest Holding A/S
Denmark
$90K +$111K +2,500 New
RG
1470
Retirement Group
California
$87K
AIM
1471
Achmea Investment Management
Netherlands
$85K -$2.17M -48,654 -95%
LC
1472
Lindbrook Capital
California
$83.5K -$37.5K -841 -27%
OC
1473
Oakworth Capital
Alabama
$83K -$1.56K -35 -1%
MIM
1474
Manitou Investment Management
Ontario, Canada
$82.9K +$102K +2,300 New
LFG
1475
Larson Financial Group
Missouri
$82.6K -$655K -14,710 -87%

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.