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US Bancorp
USB

1,706 hedge funds and large institutions have $53.3B invested in US Bancorp in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 512 increasing their positions, 757 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 85

54% more funds holding in top 10

Funds holding in top 10: 26 → 40 (+14)

32% more capital invested

Capital invested by funds: $40.3B → $53.3B (+$12.9B)

9% more funds holding

Funds holding: 1,567 → 1,706 (+139)

0.52% less ownership

Funds ownership: 79.51% → 78.99% (-0.52%)

25% less call options, than puts

Call options by funds: $413M | Put options by funds: $547M

32% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 757

Holders
1,706
Holders Change
+139
Holders Change %
+8.87%
% of All Funds
24.87%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.58%
New
245
Increased
512
Reduced
757
Closed
85
Calls
$413M
Puts
$547M
Net Calls
-$134M
Net Calls Change
-$173M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$350M
4
JP Morgan Chase
JP Morgan Chase
New York
+$290M
5
Boston Partners
Boston Partners
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$293M
2
Norges Bank
Norges Bank
Norway
-$254M
3
BlackRock
BlackRock
New York
-$187M
4
CB
Cooke & Bieler
Pennsylvania
-$120M
5
Franklin Resources
Franklin Resources
California
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
76
Fort Washington Investment Advisors
Ohio
$83.9M -$4.43M -121,301 -6%
Franklin Resources
77
Franklin Resources
California
$77.4M -$115M -3,138,681 -64%
SEI Investments
78
SEI Investments
Pennsylvania
$76.4M -$3.78M -103,306 -6%
Principal Financial Group
79
Principal Financial Group
Iowa
$73.8M -$241K -6,587 -0.4%
DLA
80
Douglas Lane & Associates
New York
$73.1M +$2.19M +59,813 +4%
First Manhattan
81
First Manhattan
New York
$67.7M +$2.31M +63,269 +4%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$67.5M +$1.95M +53,407 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
83
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$67.2M +$56.8M +1,552,568 New
Truist Financial
84
Truist Financial
North Carolina
$66.4M -$6.03M -165,050 -10%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$64.9M +$11.1K +303 +0%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$64.8M +$3.76M +102,992 +7%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$64.5M -$2.02M -55,239 -4%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$61.8M +$15.8M +430,871 +43%
TC
89
Tetrad Corporation
Nebraska
$61M – – –
Nomura Asset Management
90
Nomura Asset Management
Japan
$60.5M +$6.03M +164,963 +13%
RG
91
Rathbones Group
United Kingdom
$60.4M +$1.21M +33,113 +2%
Holocene Advisors
92
Holocene Advisors
New York
$59.8M +$15.1M +413,625 +43%
ZIM
93
Zacks Investment Management
Illinois
$57.9M -$4.18M -114,414 -8%
CWM
94
CIBC World Markets
New York
$56.3M +$16.3M +445,988 +52%
Bank Julius Baer & Co
95
Bank Julius Baer & Co
Switzerland
$55.4M +$20.7M +567,620 +80%
Royal London Asset Management
96
Royal London Asset Management
United Kingdom
$54.2M +$2.4M +65,690 +6%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$53.5M -$21.7M -594,869 -33%
Prudential Financial
98
Prudential Financial
New Jersey
$53.2M -$8.13M -222,458 -15%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$52.4M +$34.4M +941,043 +348%
SCP
100
Sandhill Capital Partners
New York
$51.2M +$5.03M +137,729 +13%
2 3
4
5 6

USB Hedge Fund Activity: Q4 2023 in Review

1,706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2023, worth a combined $53.3B — up 32% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new USB positions and 85 closed out — a net gain of 160 holders — while 512 added to existing stakes and 757 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $383M. The largest seller was T. Rowe Price Associates, cutting an estimated $293M.

  • 1,706 institutional investors held US Bancorp (USB) as of Q4 2023, up from 1,567 in Q3 2023.
  • Funds reported $53.3B of US Bancorp stock for Q4 2023, up 32% quarter-over-quarter.
  • 245 funds opened new US Bancorp positions in Q4 2023 and 85 closed out, a net change of +160 holders.
  • The largest US Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $383M added.
  • The largest US Bancorp seller in Q4 2023 was T. Rowe Price Associates, an estimated $293M sold.

Based on aggregated 13F filings for Q4 2023.