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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
DAM
1176
Delta Asset Management
Tennessee
$293K
KIC
1177
Kensington Investment Counsel
California
$292K -$328K -9,004 -50%
FAFN
1178
First Affirmative Financial Network
Colorado
$292K -$134K -3,683 -29%
CWM
1179
Concentric Wealth Management
California
$291K +$1.82K +50 +0.6%
DAS
1180
Dynamic Advisor Solutions
Arizona
$291K -$55.1K -1,512 -15%
TFA
1181
Trinity Financial Advisors
Ohio
$291K +$1.24K +34 +0.4%
OCBCO
1182
Oversea-Chinese Banking Corp (OCBC)
Singapore
$290K -$188K -5,156 -37%
MIM
1183
Moseley Investment Management
Florida
$290K +$22.1K +606 +7%
MLL
1184
Moody Lynn & Lieberson
Massachusetts
$289K +$9.25K +254 +3%
TCBWMS
1185
Texas Capital Bank Wealth Management Services
Texas
$288K -$70.5K -1,935 -18%
PCM
1186
Penserra Capital Management
California
$288K -$11.9K -327 -4%
SIM
1187
Stratos Investment Management
Ohio
$288K +$40.9K +1,124 +15%
IVP
1188
Intrinsic Value Partners
Arizona
$287K
PFSC
1189
Peoples Financial Services Corp
Pennsylvania
$287K -$153K -4,202 -33%
FPGT
1190
Financial Partners Group (Tennessee)
Tennessee
$285K +$314K +8,615 New
CIA
1191
Choate Investment Advisors
Massachusetts
$284K +$16.8K +461 +6%
CFA
1192
Cahill Financial Advisors
Minnesota
$283K +$765 +21 +0.2%
QI
1193
Qtron Investments
Massachusetts
$282K +$311K +8,542 New
HFAS
1194
Hummer Financial Advisory Services
Illinois
$282K
LL
1195
LWMG LLC
Minnesota
$281K +$1.02K +28 +0.3%
RIA
1196
Realta Investment Advisors
Delaware
$279K
CG
1197
Cutler Group
California
$278K +$265K +7,285 +644%
LWANC
1198
Laurel Wealth Advisors (North Carolina)
North Carolina
$277K -$43.7K -1,199 -13%
Jones Financial Companies
1199
Jones Financial Companies
Missouri
$277K -$6.7K -184 -2%
BFG
1200
Beacon Financial Group
Texas
$277K -$23.1K -634 -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.