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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
APW
1601
Acima Private Wealth
Virginia
$9.09K
AWM
1602
Abound Wealth Management
Tennessee
$9.03K +$6.64K +149 +148%
CCM
1603
Chilton Capital Management
Texas
$8.94K +$11K +248 New
SC
1604
Stephens Consulting
Michigan
$8.33K
RTL
1605
Red Tortoise LLC
Georgia
$8.29K
PP
1606
PFS Partners
New Jersey
$7.82K +$89 +2 +0.9%
TJHA
1607
Thomas J. Herzfeld Advisors
Florida
$7.43K
HWA
1608
HHM Wealth Advisors
Tennessee
$7.39K -$10.2K -229 -53%
TWD
1609
True Wealth Design
Ohio
$7.36K +$9.09K +204 New
LF
1610
Lee Financial
Texas
$7.23K +$2.49K +56 +39%
CM
1611
Cornerstone Management
Georgia
$7.21K
OCM
1612
Orion Capital Management
California
$7.21K
WWP
1613
WR Wealth Planners
Missouri
$7.21K +$4.45K +100 +100%
RFA
1614
Register Financial Advisors
Georgia
$6.97K +$89 +2 +1%
EBA
1615
Eagle Bay Advisors
New York
$6.27K -$1.2K -27 -13%
KFS
1616
Kelly Financial Services
Massachusetts
$6.13K +$7.57K +170 New
RDIA
1617
RE Dickinson Investment Advisors
Iowa
$6K +$89 +2 +1%
WAS
1618
Winch Advisory Services
Wisconsin
$6K +$89 +2 +1%
CTB
1619
Country Trust Bank
Illinois
$5.91K -$180K -4,031 -96%
GPI
1620
General Partner Inc
Pennsylvania
$5.65K -$32.6K -732 -82%
CIM
1621
Contravisory Investment Management
Massachusetts
$5.59K
EIM
1622
Essex Investment Management
Massachusetts
$5.41K
MFT
1623
Moisand Fitzgerald Tamayo
Florida
$5.3K
LFA
1624
Legend Financial Advisors
Pennsylvania
$5.01K
FMTCOCP
1625
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$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.