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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
VRM
851
Vectors Research Management
New York
$721K -$101K -2,767 -11%
NS
852
NBC Securities
Alabama
$714K +$787K +21,607 New
QCIG
853
Quad-Cities Investment Group
Iowa
$710K +$328 +9 +0%
CG
854
Corundum Group
Colorado
$708K -$32.8K -900 -4%
RT
855
Rockland Trust
Massachusetts
$707K +$116K +3,176 +17%
PA
856
Profund Advisors
Maryland
$706K +$13K +356 +2%
NP
857
NorthRock Partners
Minnesota
$705K +$371K +10,192 +92%
FMWA
858
Forvis Mazars Wealth Advisors
Missouri
$702K -$706K -19,376 -48%
PWM
859
Perigon Wealth Management
California
$698K +$8.45K +232 +1%
MPM
860
Meritage Portfolio Management
Kansas
$697K
SAM
861
SignalPoint Asset Management
Missouri
$694K
WA
862
Wambolt & Associates
Colorado
$694K -$377K -10,357 -32%
ERIC
863
Eagle Rock Investment Company
Georgia
$693K -$2.34M -64,181 -75%
IIM
864
INTECH Investment Management
Florida
$692K -$1.25M -34,257 -62%
FFM
865
Flagstone Financial Management
Nebraska
$688K -$16.6K -457 -2%
RA
866
RFG Advisory
Alabama
$684K -$297K -8,156 -28%
DDC
867
DF Dent & Co
Maryland
$682K -$182 -5 -0%
AIA
868
Angeles Investment Advisors
California
$675K +$452K +12,400 +160%
BFAG
869
Blackston Financial Advisory Group
Florida
$672K -$2.84K -78 -0.4%
BG
870
Bollard Group
Massachusetts
$671K -$404K -11,097 -35%
GM
871
GeoWealth Management
Illinois
$671K -$134K -3,681 -15%
OAM
872
Ostrum Asset Management
France
$671K -$4.99K -137 -0.7%
LIM
873
Leavell Investment Management
Alabama
$670K -$65.6K -1,800 -8%
NAS
874
Nicolet Advisory Services
Wisconsin
$660K -$19.7K -541 -2%
CCM
875
CAAS Capital Management
New York
$659K +$726K +19,941 New

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.