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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
IWP
626
Icon Wealth Partners
Texas
$1.52M -$968K -26,573 -37%
SWS
627
SYSTM Wealth Solutions
Illinois
$1.52M -$1.03M -28,331 -38%
TI
628
Truepoint Inc
Ohio
$1.52M +$99.5K +2,732 +6%
AA
629
Altrafin AG
$1.52M
ICG
630
InterOcean Capital Group
Tennessee
$1.52M -$137K -3,762 -8%
PL
631
Plancorp LLC
Missouri
$1.52M -$12.5K -344 -0.7%
TAF
632
Tredje AP-fonden
Sweden
$1.52M +$105K +2,873 +7%
Wellington Management Group
633
Wellington Management Group
Massachusetts
$1.52M -$694K -19,061 -29%
PWP
634
Principle Wealth Partners
Connecticut
$1.51M -$59.6K -1,636 -3%
PRWA
635
Platte River Wealth Advisors
Colorado
$1.51M
PAM
636
Paradigm Asset Management
New York
$1.5M -$102K -2,800 -6%
PGA
637
Portland Global Advisors
Maine
$1.5M -$30.1K -825 -2%
CC
638
Cannell & Co
New York
$1.5M +$148K +4,075 +10%
CCMIC
639
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.49M +$15.3K +420 +0.9%
TH
640
TCTC Holdings
Texas
$1.49M +$1.89K +52 +0.1%
NEI
641
Northwest & Ethical Investments
Ontario, Canada
$1.49M -$67.9K -1,865 -4%
CI Investments Inc
642
CI Investments Inc
Ontario, Canada
$1.49M +$45.6K +1,251 +3%
SFS
643
Stiles Financial Services
Minnesota
$1.48M -$165K -4,525 -9%
ROC
644
River Oaks Capital
Minnesota
$1.48M +$10.9K +300 +0.7%
Verition Fund Management
645
Verition Fund Management
Connecticut
$1.48M -$26.3M -721,151 -94%
BFA
646
Bill Few Associates
Pennsylvania
$1.48M +$58.4K +1,604 +4%
MSAM
647
Moloney Securities Asset Management
Missouri
$1.48M -$204K -5,602 -11%
FCT
648
First Community Trust
Iowa
$1.48M
CIP
649
Convergence Investment Partners
Florida
$1.47M -$76.5K -2,100 -5%
IF
650
Intrua Financial
Texas
$1.47M +$10.2K +280 +0.6%

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.