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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
Koshinski Asset Management
1001
Koshinski Asset Management
Illinois
$450K -$35.7K -981 -7%
DG
1002
DMC Group
Alabama
$449K +$93.1K +2,555 +23%
WP
1003
WealthPLAN Partners
Nebraska
$447K +$109 +3 +0%
PGIM
1004
Pacific Global Investment Management
California
$447K +$82.5K +2,264 +20%
IFA
1005
Interactive Financial Advisors
Illinois
$445K
GL
1006
Graypoint LLC
New York
$444K +$38.7K +1,061 +9%
KOC
1007
Koss-Olinger Consulting
Florida
$443K +$488K +13,387 New
PFBT
1008
Parkside Financial Bank & Trust
Missouri
$442K -$7.54K -207 -2%
WFM
1009
Wolff Financial Management
Michigan
$441K +$486K +13,331 New
IP
1010
Ignite Planners
California
$440K +$15.5K +426 +3%
SACTSONJ
1011
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$439K
RBC
1012
Romano Brothers & Co
Illinois
$432K +$23.6K +649 +5%
IP
1013
Isthmus Partners
Wisconsin
$431K +$2.19K +60 +0.5%
WI
1014
WBI Investments
New Jersey
$431K -$32.2K -885 -6%
HTC
1015
Haverford Trust Company
Pennsylvania
$429K -$175K -4,794 -27%
BL
1016
Balentine LLC
Georgia
$427K +$12.3K +338 +3%
WWA
1017
WCG Wealth Advisors
Nevada
$425K +$468K +12,845 New
DWMG
1018
DB Wealth Management Group
California
$425K
MAA
1019
Mraz Amerine & Associates
California
$423K
PI
1020
Putnam Investments
Massachusetts
$423K +$3.02K +83 +0.7%
CCM
1021
Carlson Capital Management
Minnesota
$422K -$1.71K -47 -0.4%
KA
1022
Kintegral Advisory
New York
$422K -$255 -7 -0.1%
BWAM
1023
Boyd Watterson Asset Management
Ohio
$422K -$455K -12,500 -50%
AIM
1024
Acropolis Investment Management
Missouri
$421K -$5.32K -146 -1%
BWS
1025
Buck Wealth Strategies
Colorado
$420K +$408K +11,206 +745%

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.