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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
MFG
751
Midwest Financial Group
Kansas
$1.04M +$91.1K +2,500 +9%
DI
752
DFPG Investments
Utah
$1.04M -$228K -6,257 -17%
BFEC
753
Benjamin F. Edwards & Company
Missouri
$1.04M +$44.8K +1,229 +4%
PWS
754
Peloton Wealth Strategists
Indiana
$1.04M +$213K +5,850 +23%
OQS
755
Occudo Quantitative Strategies
Florida
$1.04M +$88.5K +2,428 +8%
TPA
756
Trivium Point Advisory
Connecticut
$1.03M +$181K +4,980 +18%
DA
757
Doliver Advisors
Texas
$1.03M -$95.2K -2,614 -8%
LA
758
Lindenwold Advisors
Pennsylvania
$1.02M -$17.5K -481 -2%
CWM
759
Cedar Wealth Management
California
$1.02M +$163K +4,475 +17%
AWP
760
Ascent Wealth Partners
New York
$1.02M +$76.4K +2,096 +7%
BCA
761
Bray Capital Advisors
Florida
$1.01M -$23.1K -633 -2%
UFG
762
United Fire Group
Iowa
$1.01M -$2.19M -60,000 -66%
SFG
763
SNS Financial Group
Minnesota
$1.01M -$191K -5,251 -15%
FCB
764
First County Bank
Connecticut
$1.01M -$167K -4,586 -13%
BSA
765
Bull Street Advisors
Georgia
$1M -$34.6K -950 -3%
IPW
766
Impact Partnership Wealth
Georgia
$1M +$1.11M +30,348 New
MYLI
767
Meiji Yasuda Life Insurance
Japan
$1M +$106K +2,900 +11%
WAP
768
Wealthcare Advisory Partners
Pennsylvania
$1M -$27.6K -757 -2%
IMRF
769
Illinois Municipal Retirement Fund
Illinois
$998K
CHP
770
Cable Hill Partners
Oregon
$997K +$8.16K +224 +0.7%
ACL
771
Applied Capital LLC
Florida
$997K +$5.17K +142 +0.5%
PWA
772
Provenance Wealth Advisors
Florida
$996K +$1.1M +30,122 New
FAIM
773
Financial Advocates Investment Management
Washington
$987K +$23.3K +640 +2%
DFC
774
DB Fitzpatrick & Co
Idaho
$985K +$20.9K +575 +2%
AIMCA
775
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$979K

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.