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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
RMC
1651
Resources Management Corp
Connecticut
$1K -$1.04M -23,322 -100%
WWM
1652
Wolff Wiese Magana
California
$974 -$1.11K -25 -48%
FGAM
1653
Financial Gravity Asset Management
Texas
$925 -$356 -8 -18%
CWM
1654
Cedar Wealth Management
California
$901 -$11.1K -250 -91%
ME
1655
McIlrath & Eck
Washington
$901
KHC
1656
Koesten Hirschmann & Crabtree
Kansas
$830
CP
1657
Castleview Partners
Texas
$829 -$356 -8 -26%
HWP
1658
Highline Wealth Partners
California
$613 +$223 +5 +42%
NSG
1659
Nalls Sherbakoff Group
Tennessee
$568 +$713 +16 New
2L
1660
25 LLC
Missouri
$536 +$802 +18 New
PA
1661
PSI Advisors
Florida
$360 -$17.3K -389 -97%
DWA
1662
Delos Wealth Advisors
Texas
$289
GA
1663
GoalVest Advisory
New York
$36
TCM
1664
TD Capital Management
Tennessee
$27
Berkshire Hathaway
1665
Berkshire Hathaway
Nebraska
-$291M -6,670,835 Closed
Balyasny Asset Management
1666
Balyasny Asset Management
Illinois
-$120M -2,684,042 Closed
GC
1667
Gillson Capital
Illinois
-$56.6M -1,298,056 Closed
Boston Partners
1668
Boston Partners
Massachusetts
-$41.9M -959,978 Closed
MVIP
1669
Mar Vista Investment Partners
California
-$33.9M -777,028 Closed
Voloridge Investment Management
1670
Voloridge Investment Management
Florida
-$32.1M -735,220 Closed
ACL
1671
Azora Capital LP
Florida
-$27.4M -628,362 Closed
CC
1672
Carlson Capital
Texas
-$18.2M -418,292 Closed
SBCM
1673
Schwerin Boyle Capital Management
Massachusetts
-$18.2M -416,513 Closed
FMI
1674
Factory Mutual Insurance
Massachusetts
-$17.9M -411,300 Closed
Massachusetts Financial Services
1675
Massachusetts Financial Services
Massachusetts
-$17.4M -399,091 Closed

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.