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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
CCA
1151
Checchi Capital Advisers
California
$313K -$19.5K -536 -5%
ESBC
1152
E.S. Barr & Co
Kentucky
$310K +$29.1K +800 +9%
AMG
1153
Advisors Management Group
Wisconsin
$308K
EP
1154
Eudaimonia Partners
Tennessee
$308K +$14K +384 +4%
LSV Asset Management
1155
LSV Asset Management
Illinois
$307K
CSIC
1156
Clifford Swan Investment Counsel
California
$306K
BHPW
1157
Beverly Hills Private Wealth
California
$305K -$326K -8,946 -49%
GLLW
1158
Graves Light Lenhart Wealth
Virginia
$305K -$1.09M -29,819 -76%
MSWM
1159
McGlone Suttner Wealth Management
Wisconsin
$305K +$12.8K +351 +4%
LW
1160
Lauer Wealth
Indiana
$302K -$24.6K -674 -7%
BFA
1161
Bragg Financial Advisors
North Carolina
$302K -$160K -4,381 -32%
MIM
1162
Marco Investment Management
Georgia
$301K
EH
1163
Equitable Holdings
New York
$301K -$76K -2,085 -19%
LOIP
1164
Live Oak Investment Partners
Texas
$299K
SIM
1165
Sentry Investment Management
Wisconsin
$299K -$6.52K -179 -2%
GSB
1166
Greenfield Savings Bank
Massachusetts
$299K +$3.21K +88 +1%
CFFP
1167
Center for Financial Planning
Michigan
$299K
RB
1168
Renasant Bank
Mississippi
$298K +$32.6K +894 +11%
BG
1169
Benedetti & Gucer
Georgia
$297K -$3.17K -87 -1%
SCM
1170
Sebold Capital Management
Illinois
$297K +$12.7K +348 +4%
CIC
1171
Crawford Investment Counsel
Georgia
$297K +$1.57K +43 +0.5%
CST
1172
Charles Schwab Trust
Nevada
$297K
WAAG
1173
Wealth Alliance Advisory Group
Kansas
$294K +$8.89K +244 +3%
NWM
1174
Northwest Wealth Management
Iowa
$294K -$7.14K -196 -2%
PCA
1175
Pallas Capital Advisors
Massachusetts
$293K -$2.36M -64,873 -87%

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.