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
WB
1551
Webster Bank
Connecticut
$23.3K -$40.1K -900 -58%
DIP
1552
DT Investment Partners
Pennsylvania
$22.8K -$913K -20,499 -97%
AAP
1553
Arax Advisory Partners
Colorado
$22.6K -$2.05K -46 -7%
APC
1554
Aspire Private Capital
North Carolina
$22.3K +$6.19K +139 +29%
TC
1555
Trust Company
Kansas
$22.2K -$27.9K -627 -50%
AT
1556
Avalon Trust
New Mexico
$22K +$27.2K +610 New
BWM
1557
Baystate Wealth Management
Massachusetts
$21.9K +$935 +21 +4%
Commonwealth Equity Services
1558
Commonwealth Equity Services
Massachusetts
$21.9K +$1.82M +40,954 +7%
HCM
1559
Hollencrest Capital Management
California
$21.7K
AIC
1560
Archer Investment Corporation
Indiana
$21.6K
RCG
1561
Rock Creek Group
District of Columbia
$21.2K -$118K -2,646 -82%
NFSG
1562
Newbridge Financial Services Group
Florida
$20.1K +$89 +2 +0.4%
ST
1563
Smithfield Trust
Pennsylvania
$20K
AIM
1564
Arcadia Investment Management
Michigan
$19.5K
TVWM
1565
Tower View Wealth Management
Wisconsin
$19K +$223 +5 +1%
HIIFS
1566
Harel Insurance Investments & Financial Services
Israel
$18K
ONST
1567
Old North State Trust
North Carolina
$18K
CMA
1568
Cedar Mountain Advisors
Oregon
$17.8K +$9.04K +203 +70%
BSB
1569
Bangor Savings Bank
Maine
$17.6K
WIM
1570
Westside Investment Management
California
$17.2K
GG
1571
Gleason Group
Kentucky
$17K +$21K +471 New
VWM
1572
Venturi Wealth Management
Texas
$16.9K +$20.9K +469 New
CWAF
1573
Core Wealth Advisors (Florida)
Florida
$16.7K
BFPW
1574
BOK Financial Private Wealth
Colorado
$16.3K -$5.26K -118 -21%
RWPA
1575
Richard W. Paul & Associates
Michigan
$16.3K +$223 +5 +1%

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.