We are live on ! Find out more
USB icon

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
BIG
326
Boothe Investment Group
Delaware
$5.4M +$698K +19,170 +13%
HBT
327
Hills Bank & Trust
Iowa
$5.39M +$3.15M +86,389 +113%
AI
328
Ariel Investments
Illinois
$5.35M -$989K -27,144 -14%
NAM
329
Nissay Asset Management
Japan
$5.35M +$221K +6,076 +4%
CIC
330
Carnegie Investment Counsel
Ohio
$5.28M -$4.45M -122,135 -43%
HFS
331
Hantz Financial Services
Michigan
$5.24M +$105K +2,884 +2%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$5.24M -$337K -9,263 -6%
SVCP
333
Silicon Valley Capital Partners
California
$5.23M +$1.38M +37,995 +32%
CT
334
Cambridge Trust
Massachusetts
$5.19M +$2K +55 +0%
HCM
335
Hillman Capital Management
Maryland
$5.16M +$5.68M +156,000 New
PFS
336
Prospera Financial Services
Texas
$5.16M -$4.04K -111 -0.1%
PAS
337
Park Avenue Securities
New York
$5.13M +$384K +10,535 +7%
HR
338
Howe & Rusling
New York
$5.09M +$89.7K +2,461 +2%
RFC
339
Regions Financial Corp
Alabama
$5.05M -$1.45M -39,870 -21%
ZB
340
Zions Bancorporation
Utah
$5.02M +$797K +21,886 +17%
BL
341
BCWM LLC
Kansas
$4.94M -$38.1K -1,047 -0.7%
MCP
342
Martin Capital Partners
Oregon
$4.92M +$27.3K +750 +0.5%
KAS
343
Kestra Advisory Services
Texas
$4.83M +$876K +24,040 +20%
OC
344
Oppenheimer & Co
New York
$4.75M +$266K +7,306 +5%
SFA
345
Sequoia Financial Advisors
Ohio
$4.69M -$758K -20,800 -13%
LCM
346
Laurion Capital Management
New York
$4.68M +$5.15M +141,450 New
ECM
347
Elgethun Capital Management
South Dakota
$4.65M +$109 +3 +0%
OAM
348
Oppenheimer Asset Management
New York
$4.65M +$280K +7,682 +6%
EI
349
Ethic Inc
New York
$4.63M -$708K -19,432 -12%
DJC
350
Daily Journal Corp
California
$4.63M

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.