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US Bancorp
USB

1,706 hedge funds and large institutions have $53.3B invested in US Bancorp in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 512 increasing their positions, 757 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 85

54% more funds holding in top 10

Funds holding in top 10: 26 → 40 (+14)

32% more capital invested

Capital invested by funds: $40.3B → $53.3B (+$12.9B)

9% more funds holding

Funds holding: 1,567 → 1,706 (+139)

0.52% less ownership

Funds ownership: 79.51% → 78.99% (-0.52%)

25% less call options, than puts

Call options by funds: $413M | Put options by funds: $547M

32% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 757

Holders
1,706
Holders Change
+139
Holders Change %
+8.87%
% of All Funds
24.87%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.58%
New
245
Increased
512
Reduced
757
Closed
85
Calls
$413M
Puts
$547M
Net Calls
-$134M
Net Calls Change
-$173M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$350M
4
JP Morgan Chase
JP Morgan Chase
New York
+$290M
5
Boston Partners
Boston Partners
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$293M
2
Norges Bank
Norges Bank
Norway
-$254M
3
BlackRock
BlackRock
New York
-$187M
4
CB
Cooke & Bieler
Pennsylvania
-$120M
5
Franklin Resources
Franklin Resources
California
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$387M +$9.66M +264,264 +3%
First Eagle Investment Management
27
First Eagle Investment Management
New York
$385M -$1.35M -36,984 -0.4%
US Bancorp
28
US Bancorp
Minnesota
$369M -$6.22M -170,176 -2%
Deutsche Bank
29
Deutsche Bank
Germany
$358M +$613K +16,779 +0.2%
Wells Fargo
30
Wells Fargo
California
$356M -$39.9M -1,092,309 -12%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$355M +$11.5M +315,420 +4%
Macquarie Group
32
Macquarie Group
Australia
$350M -$81.5M -2,230,470 -22%
Barclays
33
Barclays
United Kingdom
$348M -$28.3M -775,296 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$346M -$34M -930,944 -10%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$345M +$5.42M +148,206 +2%
UBS AM
36
UBS AM
Illinois
$343M +$10.3M +282,296 +4%
State Farm Mutual Automobile Insurance
37
State Farm Mutual Automobile Insurance
Illinois
$291M -$9.38M -256,606 -4%
BG
38
Bahl & Gaynor
Ohio
$289M -$14.3M -392,025 -6%
MPI
39
Mairs & Power Inc
Minnesota
$261M -$8.91M -243,718 -4%
ClearBridge Investments
40
ClearBridge Investments
New York
$259M +$36.4M +996,045 +20%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$255M -$21.8M -597,502 -9%
American Century Companies
42
American Century Companies
Missouri
$234M -$20.3M -554,808 -9%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$222M -$15.6M -426,949 -8%
Fisher Asset Management
44
Fisher Asset Management
Washington
$203M +$1.63M +44,484 +1%
Stifel Financial
45
Stifel Financial
Missouri
$183M +$3.06M +83,793 +2%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$172M +$2.14M +58,511 +2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$158M -$3.68M -100,776 -3%
Ameriprise
48
Ameriprise
Minnesota
$156M +$8.93M +244,240 +7%
Boston Partners
49
Boston Partners
Massachusetts
$155M +$131M +3,570,512 New
RJA
50
Raymond James & Associates
Florida
$149M -$8.37M -229,037 -6%
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USB Hedge Fund Activity: Q4 2023 in Review

1,706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2023, worth a combined $53.3B — up 32% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new USB positions and 85 closed out — a net gain of 160 holders — while 512 added to existing stakes and 757 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $383M. The largest seller was T. Rowe Price Associates, cutting an estimated $293M.

  • 1,706 institutional investors held US Bancorp (USB) as of Q4 2023, up from 1,567 in Q3 2023.
  • Funds reported $53.3B of US Bancorp stock for Q4 2023, up 32% quarter-over-quarter.
  • 245 funds opened new US Bancorp positions in Q4 2023 and 85 closed out, a net change of +160 holders.
  • The largest US Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $383M added.
  • The largest US Bancorp seller in Q4 2023 was T. Rowe Price Associates, an estimated $293M sold.

Based on aggregated 13F filings for Q4 2023.