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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
EFG
1251
Everhart Financial Group
Ohio
$244K +$474 +13 +0.2%
SMH
1252
Sanders Morris Harris
Texas
$243K
PP
1253
PDS Planning
Ohio
$243K +$43.2K +1,185 +19%
LCM
1254
Liberty Capital Management
Michigan
$243K
NP
1255
Nilsine Partners
Colorado
$242K +$18.9K +520 +8%
OPCM
1256
Osborne Partners Capital Management
California
$241K
KCM
1257
Kathmere Capital Management
Pennsylvania
$240K +$264K +7,259 New
LFA
1258
Laraway Financial Advisors
Minnesota
$239K -$9.98K -274 -4%
OWP
1259
Obermeyer Wealth Partners
Colorado
$238K +$262K +7,189 New
PHS
1260
Pekin Hardy Strauss
Illinois
$237K -$4.84K -133 -2%
CCB
1261
Country Club Bank
Missouri
$237K -$320K -8,772 -55%
SXL
1262
Summit X LLC
Missouri
$236K -$244K -6,694 -48%
HI
1263
Human Investing
Oregon
$236K
CWM
1264
Cahaba Wealth Management
Georgia
$236K +$22.4K +615 +9%
WI
1265
Wedgewood Investors
Pennsylvania
$235K
LIA
1266
LBMC Investment Advisors
Tennessee
$235K +$1.17K +32 +0.4%
BDFN
1267
Bond & Devick Financial Network
Minnesota
$234K -$5.32K -146 -2%
BCA
1268
Bay Colony Advisors
Massachusetts
$233K +$23.6K +647 +10%
RCAG
1269
Rehmann Capital Advisory Group
Michigan
$232K -$12.3K -337 -5%
YAM
1270
Yacktman Asset Management
Texas
$231K -$77.2K -2,118 -23%
BTI
1271
Blue Trust Inc
Georgia
$231K +$46.1K +1,265 +22%
BWM
1272
BNC Wealth Management
Oregon
$231K -$6.12K -168 -2%
PAM
1273
Peak Asset Management
Colorado
$230K
CBT
1274
Central Bank & Trust
Kentucky
$228K +$153K +4,203 +155%
BIA
1275
Barry Investment Advisors
Massachusetts
$228K -$184K -5,044 -43%

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.