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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
WT
1476
Washington Trust
Rhode Island
$81.9K +$32K +719 +46%
FPFS
1477
First Personal Financial Services
North Carolina
$81.1K -$13.1K -294 -12%
HFM
1478
Harvest Fund Management
China
$80K -$8.95K -201 -8%
FCMT
1479
Founders Capital Management (Texas)
Texas
$80K
KFP
1480
KB Financial Partners
New Jersey
$79K
VCM
1481
Vigilant Capital Management
Maine
$76K
CA
1482
Crewe Advisors
Utah
$75.4K
IUHSA
1483
Itau Unibanco Holding S.A.
Brazil
$75K +$92.7K +2,081 New
EDRH
1484
Edmond de Rothschild Holding
Switzerland
$74.1K
MHR
1485
Matthew Hamilton Rosenberg
$72.3K +$45 +1 +0%
BA
1486
Bellwether Advisors
Nebraska
$71.4K
KFI
1487
Key Financial Inc
Pennsylvania
$68.8K
CT
1488
Colonial Trust
South Carolina
$68.3K +$18.8K +422 +29%
FCB
1489
First Command Bank
Texas
$64.7K -$4.41K -99 -5%
FCFS
1490
First Command Financial Services
Texas
$64.7K -$4.41K -99 -5%
TCM
1491
Tradewinds Capital Management
Washington
$64.6K -$7.17K -161 -8%
WBC
1492
West Branch Capital
Massachusetts
$61.9K
DWMG
1493
DB Wealth Management Group
California
$61.4K
CCM
1494
Carderock Capital Management
Maryland
$61.3K +$75.7K +1,700 New
UIA
1495
Ulland Investment Advisors
Minnesota
$61K
QC
1496
Quent Capital
New York
$59.4K +$178 +4 +0.2%
JGIA
1497
Jackson Grant Investment Advisers
Connecticut
$57.7K
CWM
1498
CarsonAllaria Wealth Management
Illinois
$57.7K -$24.1K -540 -25%
RFA
1499
Resurgent Financial Advisors
Georgia
$57.6K +$2.98K +67 +4%
SCM
1500
Silvant Capital Management
Georgia
$57.5K

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.