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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
HPM
1276
Hoxton Planning & Management
West Virginia
$227K +$1.93K +53 +0.8%
HR
1277
Hardy Reed
Mississippi
$227K -$2.77K -76 -1%
NIC
1278
Northwest Investment Counselors
Oregon
$225K +$364 +10 +0.1%
PAI
1279
Pittenger & Anderson Inc
Nebraska
$224K -$193K -5,300 -44%
PP
1280
Patron Partners
Texas
$224K -$33.2K -912 -12%
WIM
1281
WealthPlan Investment Management
Nebraska
$223K +$126K +3,448 +105%
HL
1282
HeadInvest LLC
Maine
$222K
LNWTC
1283
Laird Norton Wetherby Trust Company
Washington
$222K +$241K +6,619 New
JFA
1284
JNBA Financial Advisors
Minnesota
$222K -$53.6K -1,471 -18%
PCS
1285
Personal CFO Solutions
New Jersey
$219K +$242K +6,638 New
EFH
1286
Eaton Financial Holdings
Florida
$219K +$3.86K +106 +2%
IHL
1287
Investment House LLC
California
$219K
RA
1288
Rise Advisors
New York
$219K +$60.5K +1,661 +33%
NC
1289
NinePointTwo Capital
California
$219K +$242K +6,647 New
CRIG
1290
Charter Research & Investment Group
Connecticut
$219K
SWM
1291
Sculati Wealth Management
Michigan
$218K
TCA
1292
Transcend Capital Advisors
New Jersey
$218K -$95.1K -2,611 -28%
PO
1293
Private Ocean
California
$217K
CS
1294
Capital Square
Tennessee
$217K
TCB
1295
Texas Capital Bancshares
Texas
$216K -$1.46K -40 -0.6%
GWANC
1296
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K -$7.39K -203 -3%
NCM
1297
Northwest Capital Management
Oregon
$215K +$474 +13 +0.2%
WP
1298
Waycross Partners
Kentucky
$215K -$5.57M -152,952 -96%
SPC
1299
Stewart & Patten Company
California
$214K -$68.7K -1,885 -23%
BB
1300
Bell Bank
North Dakota
$214K +$656 +18 +0.3%

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.