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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
Squarepoint
1701
Squarepoint
New York
-$1.58M -35,437 Closed
LIP
1702
Lighthouse Investment Partners
Florida
-$1.54M -35,258 Closed
VI
1703
Versor Investments
New York
-$1.39M -31,924 Closed
BCM
1704
Bayesian Capital Management
New York
-$1.28M -29,314 Closed
GCM
1705
Graham Capital Management
Connecticut
-$1.18M -27,134 Closed
CC
1706
Cipher Capital
New York
-$1.13M -25,898 Closed
M
1707
Mirova
France
-$1.01M -23,266 Closed
SSI
1708
Scott & Selber Inc
Texas
-$911K -20,898 Closed
CNAM
1709
Campbell Newman Asset Management
Wisconsin
-$803K -18,412 Closed
MCC
1710
Money Concepts Capital
Florida
-$796K -18,249 Closed
GTCM
1711
Gyon Technologies Capital Management
New Jersey
-$770K -17,660 Closed
WAS
1712
Wealth Advisory Solutions
Indiana
-$755K -17,318 Closed
NW
1713
Naviter Wealth
Arkansas
-$796K -17,061 Closed
HCC
1714
Hirtle Callaghan & Co
Pennsylvania
-$718K -16,469 Closed
PP
1715
Paloma Partners
Connecticut
-$714K -16,383 Closed
AC
1716
Addison Capital
Pennsylvania
-$673K -15,442 Closed
I
1717
InceptionR
California
-$665K -15,256 Closed
LAM
1718
L2 Asset Management
Massachusetts
-$624K -14,318 Closed
LWM
1719
Ledge Wealth Management
Minnesota
-$616K -14,128 Closed
BI
1720
Berkeley Inc
Idaho
-$603K -13,823 Closed
SCM
1721
Saber Capital Management
North Carolina
-$590K -13,520 Closed
XT
1722
XTX Topco
Cayman Islands
-$569K -13,050 Closed
AG
1723
Algert Global
California
-$555K -12,736 Closed
AIA
1724
Avalon Investment & Advisory
Texas
-$521K -11,946 Closed
MHS
1725
M Holdings Securities
Oregon
-$497K -11,147 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.