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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
PSB
1576
Piscataqua Savings Bank
New Hampshire
$15.5K
BAAM
1577
Baker Avenue Asset Management
California
$15.4K -$13.5K -302 -41%
AIP
1578
Ahrens Investment Partners
Louisiana
$15.4K +$19K +427 New
CAC
1579
Certified Advisory Corp
Florida
$15.1K +$18.7K +420 New
MCM
1580
MV Capital Management
Maryland
$14.9K +$4.5K +101 +32%
BCMLT
1581
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K -$1.29K -29 -7%
CHA
1582
Carmichael Hill & Associates
Maryland
$14.4K
ACM
1583
Antonetti Capital Management
Florida
$14.4K +$17.8K +400 New
AFG
1584
Albion Financial Group
Utah
$12K
AFS
1585
Annapolis Financial Services
Maryland
$11K
TAIM
1586
TD Ameritrade Investment Management
Nebraska
$11K -$12.5K -281 -48%
TSW
1587
Thompson Siegel & Walmsley
Virginia
$11K
BC
1588
Barrett & Company
Rhode Island
$10.8K
BLC
1589
Brown, Lisle/Cummings
Rhode Island
$10.8K +$13.4K +300 New
WTA
1590
Washington Trust Advisors
Massachusetts
$10.5K +$1.83K +41 +16%
PWMG
1591
Prestige Wealth Management Group
New Jersey
$10.2K -$16.9K -380 -58%
GWMI
1592
Guardian Wealth Management (Illinois)
Illinois
$10.1K +$134 +3 +1%
CTA
1593
Colonial Trust Advisors
South Carolina
$10K +$802 +18 +7%
TFP
1594
Tilia Fiduciary Partners
North Carolina
$9.91K
JMF
1595
Johnson Midwest Financial
Iowa
$9.83K +$134 +3 +1%
CT
1596
Clearstead Trust
Maine
$9.77K -$8.6K -193 -42%
BCPWM
1597
Bradley & Co Private Wealth Management
Florida
$9.48K
GWSG
1598
GPS Wealth Strategies Group
Colorado
$9.34K +$11.5K +259 New
CIA
1599
Cape Investment Advisory
Georgia
$9.19K +$11.4K +255 New
GWSA
1600
Global Wealth Strategies & Associates
Colorado
$9.12K -$6.68K -150 -37%

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.