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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
CFP
1751
Catalyst Financial Partners
Massachusetts
-$284K -6,521 Closed
WW
1752
Westshore Wealth
California
-$275K -6,304 Closed
WPC
1753
Wedmont Private Capital
Pennsylvania
-$288K -6,216 Closed
CL
1754
CSS LLC
Illinois
-$276K -6,200 Closed
CAM
1755
Cidel Asset Management
Ontario, Canada
-$267K -6,122 Closed
PT
1756
Plimoth Trust
Massachusetts
-$266K -6,120 Closed
ACI
1757
Alpha Cubed Investments
California
-$264K -6,058 Closed
PJSIMP
1758
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$264K -6,050 Closed
SIA
1759
Schechter Investment Advisors
Michigan
-$263K -6,020 Closed
JBA
1760
Johnson Bixby & Associates
Washington
-$260K -5,954 Closed
HAIM
1761
Hunter Associates Investment Management
Pennsylvania
-$260K -5,939 Closed
ITIM
1762
Indiana Trust & Investment Management
Indiana
-$258 -5,916 Closed
RIA
1763
RPG Investment Advisory
California
-$257K -5,897 Closed
PTC
1764
Petrus Trust Company
Texas
-$247K -5,671 Closed
MWM
1765
Merriman Wealth Management
Washington
-$247K -5,612 Closed
UCI
1766
Uncommon Cents Investing
Wisconsin
-$210K -5,593 Closed
CIA
1767
Capital Investment Advisors
Georgia
-$244K -5,585 Closed
PWMAG
1768
Pinnacle Wealth Management Advisory Group
New Jersey
-$242K -5,542 Closed
NC
1769
NBW Capital
Massachusetts
-$242K -5,539 Closed
DS
1770
DRW Securities
Illinois
-$240K -5,503 Closed
FIM
1771
Fruth Investment Management
Texas
-$239K -5,500 Closed
HCP
1772
Holt Capital Partners
Texas
-$240K -5,500 Closed
OWP
1773
Obermeyer Wealth Partners
Colorado
-$237K -5,444 Closed
SAM
1774
Selway Asset Management
-$237K -5,433 Closed
GAB
1775
German American Bancorp
Indiana
-$235K -5,400 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.