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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
TWM
651
Tradition Wealth Management
Minnesota
$1.47M -$41.1K -1,127 -2%
CA
652
Clearstead Advisors
Ohio
$1.46M +$785K +21,541 +95%
WWM
653
Western Wealth Management
Colorado
$1.46M +$99.1K +2,721 +7%
CIC
654
Cornercap Investment Counsel
Georgia
$1.45M -$269K -7,385 -14%
CA
655
CSM Advisors
Pennsylvania
$1.43M
P
656
Pitcairn
Pennsylvania
$1.42M +$259K +7,116 +20%
MNBTD
657
Moody National Bank Trust Division
Texas
$1.41M +$249K +6,824 +19%
TI
658
Tidal Investments
Wisconsin
$1.4M +$255K +7,002 +20%
AF
659
Allworth Financial
California
$1.38M +$155K +4,249 +11%
BFW
660
Brady Family Wealth
Missouri
$1.38M +$861K +23,645 +131%
SPIA
661
Steward Partners Investment Advisory
New York
$1.37M +$457K +12,557 +43%
KA
662
Kerrisdale Advisers
Florida
$1.37M -$727K -19,945 -32%
MPPW
663
Mitchell & Pahl Private Wealth
Oklahoma
$1.37M +$132K +3,628 +10%
Twin Tree Management
664
Twin Tree Management
Texas
$1.36M -$10.7M -294,009 -88%
Assenagon Asset Management
665
Assenagon Asset Management
Luxembourg
$1.36M +$70.6K +1,939 +5%
MCWS
666
McKinley Carter Wealth Services
West Virginia
$1.36M +$3.75K +103 +0.3%
VCA
667
Verdence Capital Advisors
Maryland
$1.35M +$72.8K +1,999 +5%
GAM
668
Gotham Asset Management
New York
$1.35M -$36.9K -1,014 -2%
DP
669
Dearborn Partners
Illinois
$1.34M -$162K -4,460 -10%
PK
670
Pflug Koory
Nebraska
$1.33M -$7.83K -215 -0.5%
PCM
671
Parsons Capital Management
Rhode Island
$1.33M -$70.9K -1,945 -5%
UCB
672
United Community Bank
South Carolina
$1.33M +$146K +4,019 +11%
LF
673
Lantz Financial
Illinois
$1.32M +$62.1K +1,704 +4%
IC
674
IEQ Capital
California
$1.32M -$6.85K -188 -0.5%
CAM
675
Carret Asset Management
New York
$1.32M -$3.64K -100 -0.3%

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.