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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
LC
1026
Landaas & Company
Wisconsin
$420K -$49.9K -1,371 -10%
TCWM
1027
Total Clarity Wealth Management
Illinois
$419K -$258K -7,082 -36%
JMFC
1028
J.M. Forbes & Co
Massachusetts
$419K -$44.9K -1,232 -9%
DA
1029
Duality Advisers
Florida
$419K +$462K +12,668 New
NSAM
1030
North Star Asset Management
Wisconsin
$418K -$47.8K -1,313 -9%
EFS
1031
Essex Financial Services
Connecticut
$415K +$73 +2 +0%
V
1032
VeraBank
Texas
$412K
BBNA
1033
Bremer Bank National Association
Minnesota
$410K -$72.9K -2,001 -14%
BBNB
1034
Baker Boyer National Bank
Washington
$410K +$33.2K +911 +8%
CPIG
1035
Chicago Partners Investment Group
Illinois
$409K +$22.1K +608 +5%
VCM
1036
Vivaldi Capital Management
Illinois
$407K +$5.94K +163 +1%
PWPS
1037
Pinnacle Wealth Planning Services
Ohio
$407K +$141K +3,866 +46%
WT
1038
Whittier Trust
California
$406K +$19.1K +525 +4%
SC
1039
Steph & Co
Wisconsin
$406K -$38.6K -1,060 -8%
CCIA
1040
Campbell & Co Investment Adviser
Maryland
$405K +$446K +12,247 New
ECG
1041
Edge Capital Group
Georgia
$405K -$20.9K -574 -4%
CS
1042
Comerica Securities
Michigan
$405K -$166K -4,554 -27%
IA
1043
IFP Advisors
Florida
$405K +$71.9K +1,974 +19%
PCM
1044
Poehling Capital Management
Wisconsin
$401K -$5.46K -150 -1%
AF
1045
Advisornet Financial
Minnesota
$397K -$161K -4,417 -27%
GFA
1046
Gifford Fong Associates
California
$397K
JWCA
1047
J.W. Cole Advisors
Florida
$396K +$33K +906 +8%
BAM
1048
Berkshire Asset Management
Pennsylvania
$395K -$2.44K -67 -0.6%
PI
1049
PFG Investments
New York
$394K -$28.3K -777 -6%
GFPC
1050
Global Financial Private Client
Florida
$394K -$310K -8,511 -41%

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.