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US Bancorp

1,567 hedge funds and large institutions have $40.3B invested in US Bancorp in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 631 increasing their positions, 608 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $416M | Put options by funds: $377M

2.9% more ownership

Funds ownership: 76.61%79.51% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 608

4% more capital invested

Capital invested by funds: $38.9B → $40.3B (+$1.45B)

1% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,5881,567 (-21)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
1,567
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
24.87%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
109
Increased
631
Reduced
608
Closed
110
Calls
$416M
Puts
$377M
Net Calls
+$38.9M
Net Calls Change
+$82.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
251
Teacher Retirement System of Texas
Texas
$8.76M -$7.57M -207,692 -44%
SCA
252
Stonebridge Capital Advisors
Minnesota
$8.73M +$301K +8,258 +3%
URS
253
Utah Retirement Systems
Utah
$8.72M +$21.9K +600 +0.2%
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$8.65M +$389K +10,687 +4%
AI
255
Atria Investments
North Carolina
$8.59M +$275K +7,556 +3%
LAM
256
Lountzis Asset Management
Pennsylvania
$8.52M -$2.19K -60 -0%
PAM
257
Palisade Asset Management
Minnesota
$8.4M +$128K +3,514 +1%
OCM
258
Olstein Capital Management
New York
$8.33M +$437K +12,000 +5%
SIMG
259
Sonora Investment Management Group
Arizona
$8.23M -$275K -7,553 -3%
MOACM
260
Mutual of America Capital Management
New York
$8.15M +$580K +15,921 +7%
SI
261
Stephens Inc
Arkansas
$8.09M -$454K -12,474 -5%
YCM
262
Yousif Capital Management
Michigan
$8.06M +$486K +13,334 +6%
Parallax Volatility Advisers
263
Parallax Volatility Advisers
California
$8.01M +$8.82M +242,155 New
SWM
264
Stockman Wealth Management
Montana
$7.96M +$78.3K +2,150 +0.9%
SVBP
265
Strategic Value Bank Partners
Ohio
$7.88M
MGIM
266
M&G Investment Management
United Kingdom
$7.87M -$3.43M -94,245 -28%
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$7.72M -$4.08K -112 -0%
EGM
268
Engineers Gate Manager
New York
$7.69M +$2.99M +82,198 +55%
TTWM
269
TCV Trust & Wealth Management
Virginia
$7.69M +$118K +3,243 +1%
IIC
270
Ironwood Investment Counsel
Arizona
$7.68M -$79.9K -2,192 -0.9%
IPAM
271
ICICI Prudential Asset Management
India
$7.63M -$1.08M -29,565 -11%
MDCM
272
Morgan Dempsey Capital Management
Wisconsin
$7.55M +$594K +16,294 +8%
SLAM
273
Swiss Life Asset Management
$7.4M +$1.02M +27,886 +14%
TPCW
274
TD Private Client Wealth
New York
$7.33M -$45.8K -1,256 -0.6%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$7.33M -$5.02M -137,708 -38%

USB Hedge Fund Activity: Q3 2023 in Review

1,567 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2023, worth a combined $40.3B — up 3.7% from $38.9B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of USB and 109 opened new positions — a net loss of 1 holder — while 608 trimmed existing stakes and 631 added.

The largest buyer was MUFG Bank, adding an estimated $874M. The largest seller was Wells Fargo, cutting an estimated $575M.

  • 1,567 institutional investors held US Bancorp (USB) as of Q3 2023, down from 1,588 in Q2 2023.
  • Funds reported $40.3B of US Bancorp stock for Q3 2023, up 3.7% quarter-over-quarter.
  • 109 funds opened new US Bancorp positions in Q3 2023 and 110 closed out, a net change of -1 holder.
  • The largest US Bancorp buyer in Q3 2023 was MUFG Bank, an estimated $874M added.
  • The largest US Bancorp seller in Q3 2023 was Wells Fargo, an estimated $575M sold.

Based on aggregated 13F filings for Q3 2023.