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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
HGERS
1626
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5.57K +125 New
IA
1627
IFS Advisors
Kansas
$4.87K
PPWM
1628
PFG Private Wealth Management
Florida
$4.72K
AP
1629
Arlington Partners
Alabama
$4.61K -$16.2K -363 -74%
TF
1630
Tompkins Financial
New York
$4.33K
AAG
1631
Armstrong Advisory Group
Massachusetts
$4.29K -$50.6K -1,137 -91%
HCM
1632
Horrell Capital Management
Arkansas
$4K +$45 +1 +0.9%
BFA
1633
BBJS Financial Advisors
Washington
$3.6K
ICM
1634
Islay Capital Management
Texas
$3.6K
WAM
1635
Worth Asset Management
Texas
$3.6K
NF
1636
Norwood Financial
Pennsylvania
$3.6K
DI
1637
Disciplined Investments
Oklahoma
$3.28K +$935 +21 +30%
NC
1638
NewSquare Capital
Pennsylvania
$3.14K +$3.88K +87 New
HBW
1639
Hazlett, Burt & Watson
West Virginia
$3K +$445 +10 +12%
GAG
1640
Goodman Advisory Group
Massachusetts
$2.99K
AWM
1641
Atticus Wealth Management
Florida
$2.78K -$39.8K -894 -92%
NL
1642
NVWM LLC
Pennsylvania
$2.52K -$936K -21,023 -100%
PCM
1643
Penserra Capital Management
California
$2K
TFGT
1644
TS Financial Group (TSFG)
Illinois
$2K +$45 +1 +2%
SIA
1645
SkyView Investment Advisors
New Jersey
$2K +$2.49K +56 New
SIC
1646
SJS Investment Consulting
Ohio
$1.8K -$846 -19 -28%
CQS
1647
Credential Qtrade Securities
$1.62K +$2K +45 New
FCA
1648
Fortis Capital Advisors
Kansas
$1.44K
SC
1649
Schubert & Co
Texas
$1.3K -$2.9K -65 -64%
ECM
1650
Everence Capital Management
Indiana
$1.26K

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.