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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
PTB
451
Pioneer Trust Bank
Oregon
$2.95M -$644K -17,685 -17%
VPIM
452
Vanguard Personalized Indexing Management
California
$2.95M +$38.8K +1,066 +1%
FWCM
453
Ferguson Wellman Capital Management
Oregon
$2.93M -$72.5K -1,989 -2%
CTC
454
Central Trust Company
Missouri
$2.93M -$57.2K -1,570 -2%
IMC Chicago
455
IMC Chicago
Illinois
$2.93M +$3.23M +88,549 New
AQR Capital Management
456
AQR Capital Management
Connecticut
$2.92M -$48.5M -1,332,585 -94%
WCFA
457
Walkner Condon Financial Advisors
Wisconsin
$2.9M +$67.3K +1,848 +2%
AWA
458
Arkadios Wealth Advisors
Georgia
$2.88M +$1.26M +34,544 +66%
WorldQuant Millennium Advisors
459
WorldQuant Millennium Advisors
New York
$2.85M -$5.56M -152,534 -64%
Millennium Management
460
Millennium Management
New York
$2.85M -$22.4M -614,334 -88%
BMSSC
461
B. Metzler seel. Sohn & Co
Germany
$2.84M +$406K +11,146 +15%
APP
462
Avantax Planning Partners
Iowa
$2.82M -$397K -10,894 -11%
EF
463
Exeter Financial
Arizona
$2.8M -$4.55K -125 -0.1%
PA
464
Perennial Advisors
New York
$2.79M +$25.4K +697 +0.8%
KMWM
465
Keudell/Morrison Wealth Management
Oregon
$2.79M -$20.1K -553 -0.7%
CGH
466
Crossmark Global Holdings
Texas
$2.78M +$53.6K +1,470 +2%
WJWM
467
Williams Jones Wealth Management
New York
$2.76M -$8.22M -225,747 -73%
CA
468
Cetera Advisors
Colorado
$2.75M +$658K +18,070 +28%
BCM
469
Brookmont Capital Management
Texas
$2.71M -$23.3K -639 -0.8%
HT
470
Heritage Trust
Oklahoma
$2.71M -$64.7K -1,777 -2%
VF
471
Virtu Financial
New York
$2.68M +$2.96M +81,169 New
TPWA
472
TRUE Private Wealth Advisors
Oregon
$2.68M +$59.7K +1,639 +2%
ECM
473
Exchange Capital Management
Michigan
$2.68M -$38.2K -1,049 -1%
BRM
474
Boston Research & Management
Massachusetts
$2.67M +$188K +5,171 +7%
PCA
475
Providence Capital Advisors
North Carolina
$2.66M +$69.1K +1,896 +2%

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.