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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
AJ
1526
Ashburton (Jersey)
Jersey
$36K
PCFFS
1527
Pacific Center for Financial Services
California
$35.6K +$44K +988 New
OSNBOA
1528
Old Second National Bank of Aurora
Illinois
$34.2K -$2.38M -53,479 -98%
CWM
1529
Compass Wealth Management
Connecticut
$32.4K
RFG
1530
RFP Financial Group
Georgia
$30.8K -$78K -1,750 -67%
WAM
1531
WFA Asset Management
Wisconsin
$29.9K +$356 +8 +1%
TIM
1532
Thompson Investment Management
Wisconsin
$29.4K +$36.3K +815 New
HI
1533
Hoey Investments
Pennsylvania
$28.8K +$13.4K +300 +60%
IHWM
1534
Iron Horse Wealth Management
Iowa
$28.8K +$35.6K +800 New
ASBI
1535
American State Bank (Iowa)
Iowa
$28.6K
AI
1536
AXS Investments
New York
$28.2K +$1.29K +29 +4%
CAL
1537
Capital Advisors Ltd
Ohio
$28K -$23.7K -531 -40%
BHWM
1538
Beaird Harris Wealth Management
Texas
$27.8K
CWA
1539
Clearview Wealth Advisors
Oregon
$27.7K -$490 -11 -1%
SIC
1540
Salem Investment Counselors
North Carolina
$27.3K -$106K -2,384 -76%
CAC
1541
Core Alternative Capital
Georgia
$26.7K +$15.2K +342 +86%
CB
1542
CNB Bank
Pennsylvania
$26.4K
BIA
1543
Bell Investment Advisors
California
$26.3K -$14.6K -328 -31%
FA
1544
Financial Avengers
California
$26.3K +$312 +7 +1%
FSWA
1545
Financial Synergies Wealth Advisors
Texas
$25.3K +$31.3K +702 New
HFS
1546
HBC Financial Services
Washington
$24K +$17.8K +400 +133%
GCM
1547
Gables Capital Management
Florida
$24K
TFM
1548
TFC Financial Management
Massachusetts
$23.9K +$26.8K +602 +987%
MWM
1549
Mascoma Wealth Management
New Hampshire
$23.7K
EARNEST Partners
1550
EARNEST Partners
Georgia
$23.6K

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.