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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
PPW
576
Parcion Private Wealth
Washington
$1.75M
AWS
577
Atria Wealth Solutions
New York
$1.74M +$78.3K +2,149 +4%
CCFCSB
578
Cape Cod Five Cents Savings Bank
Massachusetts
$1.74M -$2.13M -58,495 -53%
SF
579
Synovus Financial
Georgia
$1.73M +$178K +4,883 +10%
SIM
580
Studio Investment Management
Illinois
$1.73M +$1.14M +31,280 +154%
WFS
581
Weitzel Financial Services
Iowa
$1.73M
IBOK
582
Independence Bank of Kentucky
Kentucky
$1.73M -$246K -6,740 -11%
SAM
583
Sompo Asset Management
Japan
$1.72M -$878K -24,100 -32%
Robeco Institutional Asset Management
584
Robeco Institutional Asset Management
Netherlands
$1.72M -$214K -5,863 -10%
BMCM
585
Bryn Mawr Capital Management
Pennsylvania
$1.72M +$633K +17,365 +50%
LPT
586
Legacy Private Trust
Wisconsin
$1.71M -$92K -2,525 -5%
ICM
587
IMS Capital Management
Oregon
$1.71M +$61.9K +1,700 +3%
ATC
588
Argent Trust Co
Tennessee
$1.7M -$241K -6,625 -11%
LFA
589
Legacy Financial Advisors
Kentucky
$1.7M +$46.3K +1,272 +3%
SG Americas Securities
590
SG Americas Securities
New York
$1.7M -$573K -15,719 -23%
DWM
591
Dakota Wealth Management
Florida
$1.69M -$134K -3,679 -7%
BOSSRA
592
B.O.S.S. Retirement Advisors
Utah
$1.69M -$250K -6,868 -12%
LF
593
LifeSteps Financial
California
$1.68M
FHA
594
First Horizon Advisors
Tennessee
$1.68M -$808K -22,188 -30%
ACM
595
Aquatic Capital Management
Illinois
$1.67M -$2.01M -55,300 -52%
PWG
596
Portside Wealth Group
Utah
$1.67M +$350K +9,595 +23%
UCFA
597
United Capital Financial Advisors
Texas
$1.67M -$187K -5,124 -9%
V
598
ViaWealth
Kansas
$1.67M +$144K +3,939 +8%
CA
599
Commerzbank Aktiengesellschaft
Germany
$1.67M
IAA
600
Independent Advisor Alliance
North Carolina
$1.65M -$145K -3,967 -7%

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.