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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
PFC
1826
Phocas Financial Corp
California
-$71.9K -1,649 Closed
DWP
1827
Destiny Wealth Partners
Florida
-$56.3K -1,290 Closed
LS
1828
Leelyn Smith
Illinois
-$50.2K -1,150 Closed
CF
1829
Concorde Financial
Texas
-$41.3K -1,012 Closed
FA
1830
Fiduciary Alliance
South Carolina
-$43.6K -1,000 Closed
UOTTAIMCU
1831
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$44K -1,000 Closed
FIA
1832
FNY Investment Advisers
New York
-$42K -977 Closed
FRA
1833
Front Row Advisors
California
-$28K -641 Closed
EE
1834
EWG Elevate
California
-$27.9K -640 Closed
OWA
1835
One Wealth Advisors
California
-$26.2K -600 Closed
RFS
1836
Retirement Financial Solutions
Tennessee
-$25.3K -580 Closed
ST
1837
Sageworth Trust
Pennsylvania
-$24K -556 Closed
QL
1838
Quarry LP
New York
-$15.4K -353 Closed
CJL
1839
Cyrus J. Lawrence
New York
-$15K -333 Closed
OIS
1840
Okabena Investment Services
Minnesota
-$14K -322 Closed
MS
1841
Madden Securities
Texas
-$13.4K -307 Closed
MWM
1842
MinichMacGregor Wealth Management
New York
-$7.24K -166 Closed
TC
1843
Truvestments Capital
Florida
-$6.76K -155 Closed
TCWA
1844
Ten Capital Wealth Advisors
Washington
-$4.93K -113 Closed
SC
1845
Sierra Capital
Florida
-$4K -83 Closed
MPCL
1846
My Personal CFO LLC
Washington
-$2.62K -60 Closed
RF
1847
Robbins Farley
New Hampshire
-$2.18K -50 Closed
LAM
1848
Lakewood Asset Management
Illinois
-$2K -45 Closed
LWP
1849
Laurel Wealth Planning
Minnesota
-$1.22K -28 Closed
NMG
1850
New Millennium Group
Utah
-$1.13K -26 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.