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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
SAM
401
Securian Asset Management
Minnesota
$3.69M -$75.5K -2,073 -2%
HCM
402
Hengehold Capital Management
Ohio
$3.69M +$35.2K +965 +0.9%
DILIC
403
Dai-ichi Life Insurance Company
Japan
$3.68M +$1.09M +30,000 +37%
Thrivent Financial for Lutherans
404
Thrivent Financial for Lutherans
Minnesota
$3.68M +$1.04M +28,520 +34%
SL
405
Summitry LLC
California
$3.66M +$179K +4,900 +5%
ACM
406
Ardent Capital Management
Ohio
$3.65M +$364K +10,000 +10%
BPA
407
Beacon Pointe Advisors
California
$3.65M +$769K +21,111 +24%
AWM
408
Accel Wealth Management
Iowa
$3.64M +$1.06K +29 +0%
MCM
409
Maltese Capital Management
New York
$3.64M +$182K +5,000 +5%
LA
410
Lakeside Advisors
Washington
$3.63M -$64.6K -1,773 -2%
VWA
411
Visionary Wealth Advisors
Illinois
$3.62M +$329K +9,033 +9%
Wealthfront Advisers
412
Wealthfront Advisers
California
$3.6M +$6.7K +184 +0.2%
SC
413
Sepio Capital
Utah
$3.58M -$2.99M -82,032 -43%
RIM
414
RW Investment Management
Idaho
$3.54M -$122K -3,357 -3%
HIMCH
415
Hartford Investment Management Co (HIMCO)
Connecticut
$3.54M +$305K +8,375 +8%
TI
416
Trexquant Investment
Connecticut
$3.5M -$1.35M -37,131 -26%
ACM
417
Altrius Capital Management
North Carolina
$3.48M -$36 -1 -0%
MGIA
418
Moneta Group Investment Advisors
Missouri
$3.48M +$209K +5,749 +6%
CA
419
Cullinan Associates
Kentucky
$3.47M -$1.33M -36,411 -26%
Brown Advisory
420
Brown Advisory
Maryland
$3.46M -$59.7K -1,638 -2%
LWP
421
LMG Wealth Partners
Louisiana
$3.37M +$3.71M +101,832 New
RJT
422
Raymond James Trust
Florida
$3.36M +$246K +6,752 +7%
Nordea Investment Management
423
Nordea Investment Management
Sweden
$3.34M -$10.1M -278,104 -73%
CIP
424
Chartwell Investment Partners
Pennsylvania
$3.34M -$4.14M -113,627 -53%
EA
425
Ellsworth Advisors
Ohio
$3.32M +$159K +4,374 +5%

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.