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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
CB
51
Cooke & Bieler
Pennsylvania
$111M -$125K -3,437 -0.1%
First Trust Advisors
52
First Trust Advisors
Illinois
$111M -$4.43M -121,518 -3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$108M -$12.5M -342,804 -9%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$106M +$7.36M +202,123 +7%
N
55
Nuveen
North Carolina
$106M +$264K +7,248 +0.2%
Artisan Partners
56
Artisan Partners
Wisconsin
$103M +$253K +6,939 +0.2%
National Pension Service
57
National Pension Service
South Korea
$99.3M +$1.94M +53,311 +2%
UBS Group
58
UBS Group
Switzerland
$96.5M -$27.6M -757,710 -21%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$96.5M +$3.77M +103,517 +4%
EIC
60
Equity Investment Corp
Georgia
$90.5M +$13.7M +375,865 +16%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.9M +$15.4M +421,394 +18%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$88.3M -$6.09M -167,187 -6%
CS
63
Credit Suisse
Switzerland
$86.6M +$592K +16,247 +0.6%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$86.2M +$18M +492,775 +23%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$81.3M -$3.38M -92,718 -4%
CVA
66
Ceredex Value Advisors
Florida
$79.6M +$86.5M +2,374,653 New
MAM
67
Madison Asset Management
Wisconsin
$76.7M -$2.22M -60,911 -3%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$75.2M -$5.46M -149,839 -6%
EIP
69
Epoch Investment Partners
New York
$73.9M -$7.38M -202,532 -8%
CI
70
Cincinnati Insurance
Ohio
$72.7M
LPL Financial
71
LPL Financial
California
$71M +$6.64M +182,340 +9%
AllianceBernstein
72
AllianceBernstein
Tennessee
$69.3M +$1.81M +49,635 +2%
CIM
73
Confluence Investment Management
Missouri
$68.9M +$808K +22,171 +1%
FWIA
74
Fort Washington Investment Advisors
Ohio
$68.1M +$9.85M +270,457 +15%
Capital Research Global Investors
75
Capital Research Global Investors
California
$66.4M +$36.1K +990 +0%

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.