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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
BPC
1726
Banque Pictet & Cie
Switzerland
-$482K -11,050 Closed
CCG
1727
Ceeto Capital Group
Florida
-$485K -11,000 Closed
SCM
1728
Stevens Capital Management
Pennsylvania
-$477K -10,940 Closed
SC
1729
SRB Corp
Massachusetts
-$454K -10,428 Closed
ATI
1730
Act Two Investors
California
-$451K -10,335 Closed
IC
1731
Inscription Capital
Texas
-$440K -10,097 Closed
WCM
1732
Weik Capital Management
Pennsylvania
-$419K -9,615 Closed
AT
1733
American Trust
Kentucky
-$407K -9,331 Closed
APA
1734
Astoria Portfolio Advisors
New York
-$433K -9,311 Closed
VF
1735
Vest Financial
Virginia
-$393K -9,001 Closed
SCP
1736
Sender Company & Partners
New York
-$385K -8,823 Closed
WEG
1737
World Equity Group
Illinois
-$369K -8,450 Closed
BIA
1738
Bigelow Investment Advisors
Maine
-$359K -8,236 Closed
RWM
1739
Ritholtz Wealth Management
New York
-$357K -8,194 Closed
FHC
1740
First Heartland Consultants
Missouri
-$346K -7,939 Closed
AUB
1741
Atlantic Union Bankshares
Virginia
-$346K -7,927 Closed
JWM
1742
Jeppson Wealth Management
California
-$343K -7,869 Closed
DCM
1743
Dupont Capital Management
Delaware
-$343K -7,861 Closed
SMH
1744
Sanders Morris Harris
Texas
-$338K -7,760 Closed
MM
1745
MQS Management
New York
-$331K -7,585 Closed
WA
1746
Waverly Advisors
Alabama
-$328K -7,530 Closed
SFS
1747
Strategic Financial Services
New York
-$321K -7,360 Closed
WA1
1748
Wimmer Associates 1
California
-$307K -7,033 Closed
NFA
1749
Northern Financial Advisors
Michigan
-$298K -6,834 Closed
HC
1750
Hamilton Capital
Ohio
-$297K -6,807 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.