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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
CYG
826
Clean Yield Group
Vermont
$806K -$2K -55 -0.2%
NSIM
827
North Star Investment Management
Illinois
$800K -$49.2K -1,350 -5%
CT
828
Chicago Trust
Illinois
$799K +$55.8K +1,531 +7%
GSEP
829
Golden State Equity Partners
California
$797K +$660K +18,104 +302%
T
830
TRUADVICE
Florida
$796K +$70.8K +1,943 +9%
DEA
831
DoubleLine ETF Adviser
Florida
$793K +$136K +3,735 +18%
MAS
832
Meeder Advisory Services
Ohio
$792K -$36.8K -1,009 -4%
SN
833
Sittner & Nelson
Oregon
$790K -$21.9K -600 -2%
LNWWM
834
Laird Norton Wetherby Wealth Management
California
$783K +$50.3K +1,382 +6%
RMC
835
Resources Management Corp
Connecticut
$782K +$16.4K +450 +2%
TWD
836
True Wealth Design
Ohio
$780K +$859K +23,590 New
MFG
837
MidWestOne Financial Group
Iowa
$768K -$673K -18,482 -44%
WI
838
WrapManager Inc
California
$767K -$32.2K -883 -4%
PA
839
Parallel Advisors
California
$767K +$188K +5,149 +29%
I
840
InceptionR
California
$766K +$64.4K +1,767 +8%
Lido Advisors
841
Lido Advisors
California
$765K -$119K -3,253 -12%
SLI
842
Sumitomo Life Insurance
Japan
$759K -$8.71K -239 -1%
SIS
843
Strategic Investment Solutions
Illinois
$757K +$744K +20,424 +6,265%
HI
844
Harbour Investments
Wisconsin
$756K -$2.88K -79 -0.3%
GC
845
Grimes & Company
Massachusetts
$751K -$1.42K -39 -0.2%
RIG
846
Renaissance Investment Group
Massachusetts
$750K -$3.37M -92,454 -80%
FTDI
847
First Trust Direct Indexing
Massachusetts
$747K +$57.9K +1,588 +8%
NIM
848
Northeast Investment Management
Massachusetts
$746K -$147K -4,034 -15%
FMAEN1
849
Fund Management at Engine No 1
California
$736K +$150K +4,113 +23%
MIH
850
Meitav Investment House
Israel
$723K +$282K +7,732 +53%

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.