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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
LTAS
801
Linden Thomas Advisory Services
North Carolina
$876K +$9.91K +272 +1%
PTC
802
Private Trust Company
Ohio
$873K -$37.4K -1,026 -4%
BCV
803
Banque Cantonale Vaudoise
Switzerland
$871K -$204K -5,592 -18%
CAWM
804
Capital Advisors Wealth Management
Washington
$871K -$120K -3,283 -11%
FAM
805
Formidable Asset Management
Ohio
$866K -$10.3K -282 -1%
SCI
806
Stableford Capital II
Arizona
$861K -$36 -1 -0%
GRP
807
Global Retirement Partners
California
$860K +$87.9K +2,413 +10%
IPW
808
Inlet Private Wealth
Florida
$859K -$1.38M -37,950 -59%
MCCP
809
Mission Creek Capital Partners
California
$855K +$48.3K +1,325 +5%
RSWM
810
Robertson Stephens Wealth Management
California
$852K +$583 +16 +0.1%
CC
811
Centiva Capital
New York
$847K +$933K +25,610 New
SWM
812
SeaCrest Wealth Management
New York
$845K +$16.3K +447 +2%
PA
813
Probity Advisors
Texas
$843K -$4.23K -116 -0.5%
MC
814
Moors & Cabot
Massachusetts
$837K +$121K +3,335 +15%
CI
815
CX Institutional
Indiana
$837K -$3.21M -88,118 -78%
FMB
816
Field & Main Bank
Kentucky
$836K +$361K +9,900 +64%
OIA
817
OneDigital Investment Advisors
Kansas
$832K -$11.7K -320 -1%
AL
818
Arnhold LLC
New York
$827K -$131K -3,595 -13%
SAM
819
Silvercrest Asset Management
New York
$821K -$1.27K -35 -0.1%
STC
820
Sarah T. Connolly
$819K -$1.64K -45 -0.2%
WGCA
821
Wolf Group Capital Advisors
Virginia
$819K -$14.1K -386 -2%
RWM
822
RKL Wealth Management
Pennsylvania
$819K +$23.8K +654 +3%
TCOT
823
Trust Company of Toledo
Ohio
$817K -$24.2K -663 -3%
HH
824
Hilltop Holdings
Texas
$811K +$107K +2,944 +14%
WSFS
825
Wilmington Savings Fund Society
Delaware
$806K -$64K -1,756 -7%

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.