We are live on ! Find out more
USB icon

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
DnB Asset Management
151
DnB Asset Management
Norway
$22.6M +$3.71M +83,184 +15%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$22.6M +$1.02M +22,910 +4%
Mariner
153
Mariner
Kansas
$22.3M +$739K +16,593 +3%
UB
154
UMB Bank
Missouri
$22.2M +$899K +20,192 +3%
HWA
155
Heritage Wealth Advisors
Virginia
$21.8M +$1.45M +32,445 +6%
RMDI
156
R.M. Davis Inc
Maine
$21.8M -$1.09M -24,403 -4%
SDIC
157
South Dakota Investment Council
South Dakota
$21.5M +$4.31M +96,700 +19%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$21.4M -$513K -11,523 -2%
BC
159
Bartlett & Co
Ohio
$21.4M -$513K -11,523 -2%
KBC Group
160
KBC Group
Belgium
$21M +$21.7M +487,831 +520%
DRZID
161
DePrince Race & Zollo Inc (DRZ)
Florida
$20.9M +$25.9M +580,621 New
Creative Planning
162
Creative Planning
Kansas
$20.9M +$2.66M +59,794 +11%
DWP
163
Daymark Wealth Partners
Ohio
$20.9M +$384K +8,626 +2%
Swedbank
164
Swedbank
Sweden
$20.7M
PL
165
Perpetual Ltd
Australia
$20.7M +$18.7M +419,645 New
Asset Management One
166
Asset Management One
Japan
$20.6M -$225K -5,050 -0.9%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$20.6M -$4.1M -91,953 -14%
AQR Capital Management
168
AQR Capital Management
Connecticut
$20.3M -$3.98M -89,271 -13%
MML Investors Services
169
MML Investors Services
Massachusetts
$20.3M +$4.56M +102,337 +22%
SAM
170
Storebrand Asset Management
Norway
$20.1M +$1.8M +40,409 +8%
MAA
171
Matrix Asset Advisors
New York
$20.1M +$2.09M +46,936 +9%
1832 Asset Management
172
1832 Asset Management
Ontario, Canada
$19.9M +$295K +6,614 +1%
PCM
173
Prana Capital Management
Connecticut
$19.2M -$44.4M -996,324 -65%
CB
174
Commerce Bank
Missouri
$19.1M -$727K -16,327 -3%
AU
175
Algebris (UK)
United Kingdom
$18.8M +$23.1M +518,825 New

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.