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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
FAG
876
Fortitude Advisory Group
Washington
$659K +$202K +5,550 +39%
JWM
877
JGP Wealth Management
Oregon
$658K -$16.6K -456 -2%
NRS
878
Neville Rodie & Shaw
New York
$658K -$14.6K -400 -2%
PAM
879
Panagora Asset Management
Massachusetts
$652K +$1.02K +28 +0.1%
KPWS
880
Kestra Private Wealth Services
Texas
$652K +$2.95K +81 +0.4%
FP
881
Financial Perspectives
Minnesota
$651K +$874 +24 +0.1%
JWCA
882
J.W. Coons Advisors
Ohio
$645K -$36.4K -1,000 -5%
CAM
883
Chesapeake Asset Management
New York
$644K +$170K +4,667 +32%
MMG
884
Monetary Management Group
Missouri
$640K -$9.11K -250 -1%
GWM
885
Geneos Wealth Management
Colorado
$639K +$280K +7,690 +66%
GBT
886
Grove Bank & Trust
Florida
$636K +$161K +4,411 +30%
AAS
887
Ameritas Advisory Services
Nebraska
$635K +$700K +19,210 New
AWM
888
Apollon Wealth Management
South Carolina
$635K +$96.7K +2,655 +16%
FCM
889
Fourpath Capital Management
Oklahoma
$631K +$510 +14 +0.1%
IFG
890
Independent Financial Group
California
$630K +$207K +5,676 +42%
ET
891
Equitable Trust
Tennessee
$629K +$11.5K +316 +2%
MFWP
892
Mosaic Family Wealth Partners
Missouri
$627K
AC
893
Avestar Capital
New York
$624K -$33.1K -909 -5%
PAIM
894
Punch & Associates Investment Management
Minnesota
$623K +$91.1K +2,500 +15%
QCG
895
Quadrant Capital Group
Ohio
$623K +$25.2K +692 +4%
MFG
896
Merit Financial Group
Georgia
$622K -$98.6K -2,706 -13%
FMC
897
First Merchants Corp
Indiana
$615K -$352K -9,654 -34%
GVAG
898
Great Valley Advisor Group
Delaware
$615K -$15.2K -418 -2%
VHAM
899
Van Hulzen Asset Management
California
$615K +$38.4K +1,055 +6%
NPT
900
Nixon Peabody Trust
Massachusetts
$615K -$31.9K -877 -5%

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.