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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
BCM
1226
Boltwood Capital Management
California
$260K -$16.4K -450 -5%
CFG
1227
Cooper Financial Group
California
$259K +$24.1K +662 +9%
CIAS
1228
Capital Investment Advisory Services
North Carolina
$258K -$80.7K -2,214 -22%
KWM
1229
Kolinsky Wealth Management
New Jersey
$257K +$50.8K +1,395 +22%
LWCFA
1230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$6.88K -189 -2%
IW
1231
Imprint Wealth
South Carolina
$255K -$760K -20,851 -73%
FCH
1232
Freestone Capital Holdings
Washington
$254K -$36.6K -1,004 -12%
SIC
1233
Sterling Investment Counsel
New York
$254K +$30.4K +835 +12%
CAM
1234
Concorde Asset Management
Michigan
$254K +$5.03K +138 +2%
SB
1235
Strategic Blueprint
Georgia
$253K +$3.57K +98 +1%
AFG
1236
Allegheny Financial Group
Pennsylvania
$253K +$8.85K +243 +3%
CIC
1237
Chase Investment Counsel
Virginia
$253K -$21.9K -600 -7%
BAM
1238
Byrne Asset Management
New Jersey
$252K +$911 +25 +0.3%
LSA
1239
Leonteq Securities AG
Switzerland
$251K -$121K -3,318 -30%
FCFC
1240
First Citizens Financial Corp
Iowa
$250K -$234K -6,411 -46%
FIB
1241
First Interstate Bank
Montana
$250K -$24.6K -675 -8%
RP
1242
Riverbridge Partners
Minnesota
$250K
AT
1243
Arden Trust
Delaware
$249K -$21.5K -589 -7%
DGAM
1244
Desjardins Global Asset Management
Quebec, Canada
$249K -$237K -6,514 -46%
MWC
1245
MBM Wealth Consultants
Missouri
$249K -$54.6K -1,498 -16%
SFB
1246
STAR Financial Bank
Indiana
$249K -$25.9K -710 -9%
LRPA
1247
L. Roy Papp & Associates
Arizona
$248K -$16.8K -460 -6%
CAG
1248
Crestwood Advisors Group
Massachusetts
$247K +$272K +7,476 New
CFP
1249
Catalyst Financial Partners
Massachusetts
$247K +$30.3K +833 +13%
ORAM
1250
One River Asset Management
Connecticut
$246K +$222K +6,091 +386%

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.