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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
MMPW
976
Mitchell McLeod Pugh & Williams
Alabama
$477K -$123K -3,389 -19%
BA
977
Bridgewater Advisors
New York
$475K -$5.5K -151 -1%
PB
978
Pinnacle Bancorp
Nebraska
$474K -$399K -10,965 -43%
SFP
979
Shepherd Financial Partners
Massachusetts
$473K +$119K +3,262 +30%
NIM
980
NEOS Investment Management
Connecticut
$470K +$518K +14,223 New
OCG
981
Opus Capital Group
Ohio
$468K +$10.2K +280 +2%
AC
982
Abbrea Capital
California
$467K -$95.4K -2,620 -16%
KFGK
983
Keystone Financial Group (Kentucky)
Kentucky
$466K +$50.9K +1,397 +11%
WCM
984
WealthBridge Capital Management
Ohio
$464K +$511K +14,028 New
KWA
985
Kellett Wealth Advisors
Ohio
$463K +$48.5K +1,330 +10%
PWLP
986
Prio Wealth Limited Partnership
Massachusetts
$462K -$159K -4,356 -24%
WDC
987
Woodward Diversified Capital
California
$462K +$81.5K +2,238 +19%
RC
988
Rovin Capital
Arizona
$461K +$104K +2,866 +26%
SGI
989
Summit Global Investments
Utah
$459K -$185K -5,091 -27%
STA
990
Summit Trail Advisors
New York
$459K +$98.8K +2,713 +25%
IAN
991
Integrated Advisors Network
Texas
$459K -$334K -9,159 -40%
CWM
992
Chronos Wealth Management
Florida
$456K
JCM
993
Jag Capital Management
Missouri
$456K +$3.97K +109 +0.8%
DFA
994
DHJJ Financial Advisors
Illinois
$455K -$10.5K -287 -2%
BTWM
995
Baker Tilly Wealth Management
Wisconsin
$455K +$97.3K +2,672 +24%
BP
996
Ballentine Partners
Massachusetts
$454K +$3.35K +92 +0.7%
GC
997
Gratus Capital
Georgia
$454K +$127K +3,483 +34%
JDR
998
Jay D. Rosenbaum
$453K -$28.4K -780 -5%
CIC
999
Chilton Investment Company
Connecticut
$453K +$149K +4,094 +43%
AWAU
1000
Alliance Wealth Advisors (Utah)
Utah
$452K +$110K +3,031 +28%

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.