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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
HPM
1801
Hoxton Planning & Management
West Virginia
-$212K -4,855 Closed
LNWTC
1802
Laird Norton Wetherby Trust Company
Washington
-$213K -4,834 Closed
DWA
1803
Douglass Winthrop Advisors
New York
-$209K -4,800 Closed
LCM
1804
LVM Capital Management
Michigan
-$209K -4,786 Closed
FANJ
1805
Financial Architects (New Jersey)
New Jersey
-$204K -4,688 Closed
NAM
1806
NorthCrest Asset Manangement
Minnesota
-$203K -4,650 Closed
SMWM
1807
Silvia McColl Wealth Management
California
-$202K -4,627 Closed
JIC
1808
Joel Isaacson & Co
New York
-$202K -4,621 Closed
NRI
1809
NFP Retirement Inc
California
-$201K -4,615 Closed
HGWM
1810
Horst & Graben Wealth Management
Oregon
-$201K -4,603 Closed
LGF
1811
LGT Group Foundation
Liechtenstein
-$201K -4,600 Closed
PVH
1812
Psagot Value Holdings
Israel
-$196K -4,500 Closed
ACM
1813
AUA Capital Management
Pennsylvania
-$171K -3,912 Closed
USCWA
1814
U.S. Capital Wealth Advisors
Texas
-$166K -3,817 Closed
CA
1815
Corrado Advisors
New Jersey
-$155K -3,550 Closed
AF
1816
Affiance Financial
Minnesota
-$126K -2,879 Closed
WOSD
1817
WFA of San Diego
California
-$120K -2,760 Closed
MSCM
1818
McElhenny Sheffield Capital Management
Texas
-$117K -2,682 Closed
GC
1819
Garde Capital
Washington
-$103K -2,359 Closed
LSA
1820
Lansing Street Advisors
Pennsylvania
-$96.1K -2,203 Closed
CCC
1821
Chelsea Counsel Company
California
-$97K -2,200 Closed
ZIG
1822
Zullo Investment Group
Pennsylvania
-$92.5K -2,121 Closed
NSB
1823
Norway Savings Bank
Maine
-$90.8K -2,082 Closed
WR
1824
WD Rutherford
Oregon
-$79.6K -1,825 Closed
CC
1825
Centiva Capital
New York
-$76.5K -1,754 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.