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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
KA
1051
Kovack Advisors
Florida
$389K -$23.6K -647 -5%
FB
1052
First Bancorp
Maine
$388K
GP
1053
Greenline Partners
New York
$388K
TC
1054
TAP Consulting
Missouri
$387K +$165K +4,528 +63%
MRCM
1055
M&R Capital Management
New Jersey
$387K -$13.4K -369 -3%
UWPG
1056
Ullmann Wealth Partners Group
Florida
$386K +$765 +21 +0.2%
CNFG
1057
Creegan & Nassoura Financial Group
New Hampshire
$385K -$10K -275 -2%
WPC
1058
White Pine Capital
Minnesota
$384K -$7.65K -210 -2%
LA
1059
LVW Advisors
New York
$384K +$423K +11,602 New
RCA
1060
Resonant Capital Advisors
Wisconsin
$383K +$10.5K +289 +3%
MWM
1061
Modera Wealth Management
New Jersey
$382K -$31.1K -855 -7%
LSA
1062
Lion Street Advisors
Texas
$381K +$73.7K +2,023 +21%
EWA
1063
Exencial Wealth Advisors
Oklahoma
$381K -$16.4K -449 -4%
AAM
1064
Auxier Asset Management
Oregon
$380K
AWM
1065
Accurate Wealth Management
Florida
$379K +$62.4K +1,714 +19%
SHFA
1066
SS&H Financial Advisors
Michigan
$379K +$418K +11,462 New
PWP
1067
Phillips Wealth Planners
Mississippi
$378K +$10.6K +291 +3%
CSC
1068
Caldwell Sutter Capital
California
$378K +$20.1K +552 +5%
BFC
1069
Bedel Financial Consulting
Indiana
$377K +$109 +3 +0%
ESB
1070
Essex Savings Bank
Connecticut
$376K -$765 -21 -0.2%
DWM
1071
Defined Wealth Management
Oregon
$374K +$619 +17 +0.2%
MIA
1072
Milestone Investment Advisors
Wisconsin
$374K +$412K +11,307 New
RWA
1073
Ropes Wealth Advisors
Massachusetts
$372K +$91.4K +2,510 +29%
FBC
1074
Fairfield, Bush & Co
Connecticut
$371K
IFWM
1075
Institute for Wealth Management
Colorado
$371K -$3.21K -88 -0.8%

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.