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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
RL
1076
Rogco LP
Oklahoma
$369K +$407K +11,172 New
OCM
1077
Orleans Capital Management
Louisiana
$367K -$197K -5,400 -33%
OTL
1078
Oak Thistle LLC
New York
$366K +$404K +11,084 New
CWP
1079
Concord Wealth Partners
Virginia
$366K +$99.3K +2,726 +33%
GWWM
1080
Great Waters Wealth Management
Minnesota
$366K -$6.96K -191 -2%
SSWM
1081
Sheets Smith Wealth Management
North Carolina
$364K -$45.5K -1,248 -10%
AF
1082
Alerus Financial
North Dakota
$363K
EI
1083
Ellevest Inc
New York
$362K +$50K +1,372 +14%
FBFS
1084
First Business Financial Services
Wisconsin
$361K -$10.5K -288 -3%
VA
1085
Valmark Advisers
Ohio
$360K -$16.5K -453 -4%
MW
1086
Marcum Wealth
Ohio
$357K +$22.1K +606 +6%
WAG
1087
Wallace Advisory Group
California
$356K -$1.38K -38 -0.4%
OFG
1088
Oxford Financial Group
Indiana
$356K -$57.2K -1,569 -13%
AB
1089
Atlas Brown
Kentucky
$356K +$328 +9 +0.1%
GCMG
1090
Gyroscope Capital Management Group
Florida
$355K +$392K +10,753 New
TWM
1091
Thrive Wealth Management
Pennsylvania
$355K +$12.7K +348 +3%
KIA
1092
KLR Investment Advisors
Rhode Island
$354K -$20.5K -562 -5%
SFO
1093
Stokes Family Office
Louisiana
$354K -$17.8K -488 -4%
CSB
1094
City State Bank
Iowa
$353K +$10.9K +300 +3%
MG
1095
Marex Group
$353K +$30.9K +849 +9%
LAS
1096
Lloyd Advisory Services
Georgia
$352K +$388K +10,653 New
NG
1097
Norden Group
Utah
$352K +$388K +10,653 New
BMO
1098
Beck Mack & Oliver
New York
$352K -$27.3K -750 -7%
SVWAG
1099
Sound View Wealth Advisors Group
Georgia
$351K -$27.7K -760 -7%
CW
1100
CreativeOne Wealth
Kansas
$351K +$63K +1,730 +19%

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.