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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
NB
601
NBT Bank
New York
$1.65M +$1.07M +29,335 +143%
TFO
602
Tarbox Family Office
California
$1.64M +$73 +2 +0%
ATPW
603
Ashton Thomas Private Wealth
Arizona
$1.63M +$58.2K +1,598 +3%
FB
604
Fulton Bank
Pennsylvania
$1.63M +$141K +3,857 +8%
NMIMC
605
Northwestern Mutual Investment Management Company
Wisconsin
$1.62M +$187K +5,141 +12%
WA
606
Wealth Alliance
New York
$1.62M +$299K +8,195 +20%
AW
607
Apricus Wealth
South Carolina
$1.62M +$54.6K +1,500 +3%
SC
608
Savant Capital
Illinois
$1.61M -$99.9K -2,741 -5%
QCM
609
Quantinno Capital Management
New York
$1.61M +$902K +24,754 +104%
FPAS
610
Focus Partners Advisor Solutions
Missouri
$1.61M +$1.77M +48,582 New
BCP
611
Blackhawk Capital Partners
Wisconsin
$1.6M +$1.76M +48,409 New
KFP
612
KMG Fiduciary Partners
Ohio
$1.6M +$118K +3,249 +7%
SAM
613
Shell Asset Management
Netherlands
$1.59M -$27.1K -744 -2%
AWA
614
Arete Wealth Advisors
Illinois
$1.59M +$1.03M +28,167 +141%
SW
615
SlateStone Wealth
Florida
$1.59M +$1.75M +48,072 New
EF
616
Empirical Finance
Pennsylvania
$1.58M +$189K +5,188 +12%
DA
617
DCM Advisors
New York
$1.58M +$3.57K +98 +0.2%
FA
618
Financial Advantage
Maryland
$1.58M -$1.12M -30,756 -39%
CA
619
Claris Advisors
Missouri
$1.55M +$1.13K +31 +0.1%
TAM
620
Tealwood Asset Management
Minnesota
$1.55M +$19.4K +532 +1%
HI
621
Horizon Investments
North Carolina
$1.55M +$99.7K +2,736 +6%
LKIM
622
Lawson Kroeker Investment Management
Nebraska
$1.54M -$1.71K -47 -0.1%
IWC
623
Integrated Wealth Concepts
Massachusetts
$1.53M -$81.5K -2,238 -5%
CFMC
624
Curbstone Financial Management Corp
New Hampshire
$1.53M -$54.6K -1,500 -3%
KAS
625
KPP Advisory Services
Kentucky
$1.53M +$1.68M +46,206 New

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.