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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
SMC
776
Smith, Moore & Co
Missouri
$975K -$44.1K -1,210 -4%
WANY
777
Wealthspire Advisors (New York)
New York
$974K +$132K +3,615 +14%
OAC
778
OMERS Administration Corp
Ontario, Canada
$949K +$1.05M +28,700 New
MCM
779
Mainstay Capital Management
Michigan
$946K -$366K -10,053 -26%
AWM
780
Avior Wealth Management
Nebraska
$939K +$1.75K +48 +0.2%
GC
781
Gould Capital
Washington
$937K +$297K +8,156 +39%
FFS
782
Founders Financial Securities
Maryland
$935K -$6.34K -174 -0.6%
SAM
783
Secure Asset Management
Michigan
$933K +$35.3K +968 +4%
HKIM
784
Hayek Kallen Investment Management
Alabama
$933K +$49K +1,344 +5%
VFA
785
Valeo Financial Advisors
Indiana
$931K +$1.35K +37 +0.1%
ONB
786
Old National Bancorp
Indiana
$927K -$709K -19,462 -41%
TSWM
787
Triangle Securities Wealth Management
North Carolina
$922K -$70.5K -1,935 -6%
LCWP
788
Legacy Capital Wealth Partners
Arkansas
$921K +$1.01M +27,846 New
O
789
Ossiam
France
$920K +$171K +4,688 +20%
AA
790
Aire Advisors
California
$915K -$3.79K -104 -0.4%
SWP
791
Stratos Wealth Partners
Ohio
$907K +$208K +5,701 +26%
Credit Agricole
792
Credit Agricole
France
$905K +$566K +15,528 +131%
ST
793
Somerset Trust
Pennsylvania
$904K -$67.5K -1,852 -6%
Los Angeles Capital Management
794
Los Angeles Capital Management
California
$896K -$5.43K -149 -0.5%
BJL
795
Brighton Jones LLC
Washington
$895K +$61.1K +1,677 +7%
LBC
796
Lowe Brockenbrough & Co
Virginia
$890K -$70.2K -1,927 -7%
FNA
797
First National Advisers
Nebraska
$889K +$677K +18,587 +224%
CIG
798
Cairn Investment Group
Washington
$883K +$9.36K +257 +1%
Dodge & Cox
799
Dodge & Cox
California
$883K -$168K -4,600 -15%
HCA
800
Horan Capital Advisors
Ohio
$881K

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.