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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
CI
1126
Conning Inc
Connecticut
$336K +$17.9K +490 +5%
GIA
1127
Gladstone Institutional Advisory
Florida
$336K -$12.7K -349 -3%
SNBOSCI
1128
Security National Bank of Sioux City Iowa
Iowa
$335K
PAG
1129
Paladin Advisory Group
Iowa
$335K +$838 +23 +0.2%
IAIM
1130
International Assets Investment Management
Florida
$334K -$7.61K -209 -2%
EM
1131
Excalibur Management
Massachusetts
$334K +$13.1K +360 +4%
WBC
1132
Westpac Banking Corp
Australia
$333K -$671K -18,423 -65%
MCM
1133
Manchester Capital Management
Vermont
$333K +$114K +3,124 +45%
TG
1134
TCW Group
California
$332K
SP
1135
Symmetry Partners
Connecticut
$330K -$77.7K -2,132 -18%
TCMP
1136
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$30.1K +826 +9%
CCMG
1137
Clark Capital Management Group
Pennsylvania
$329K -$82.3K -2,258 -18%
PWM
1138
Paulson Wealth Management
Illinois
$327K -$9.65K -265 -3%
RFN
1139
RDA Financial Network
Iowa
$326K +$7.72K +212 +2%
MIM
1140
Morningstar Investment Management
Illinois
$322K +$39.6K +1,086 +13%
RPC
1141
Rossmore Private Capital
Connecticut
$321K +$9.07K +249 +3%
LJHT
1142
Laurie J. Hall Trustee
$320K -$13.7K -375 -4%
VFA
1143
Voya Financial Advisors
Connecticut
$319K -$5.28K -145 -1%
MCI
1144
McDonald Capital Investors
California
$319K
IGWM
1145
ICA Group Wealth Management
Colorado
$318K
SCM
1146
Shelton Capital Management
Colorado
$314K -$3.64K -100 -1%
DSC
1147
Duncker Streett & Co
Missouri
$314K -$12.1K -331 -3%
MYIA
1148
Mount Yale Investment Advisors
Colorado
$314K +$24.2K +663 +8%
CHC
1149
City Holding Co
West Virginia
$313K -$45.9K -1,260 -12%
CFA
1150
CWS Financial Advisors
Michigan
$313K -$9.65K -265 -3%

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.