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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
BA
1301
Bluesphere Advisors
Pennsylvania
$213K +$234K +6,435 New
CPA
1302
Capital Performance Advisors
California
$213K
CSPAM
1303
Cary Street Partners Asset Management
Virginia
$212K -$2.73K -75 -1%
GIA
1304
Gateway Investment Advisers
Ohio
$212K +$9.25K +254 +4%
OFS
1305
OneAscent Financial Services
Alabama
$211K +$233K +6,393 New
BFO
1306
Boston Family Office
Massachusetts
$209K +$4.7K +129 +2%
HAIM
1307
Hunter Associates Investment Management
Pennsylvania
$209K +$229K +6,292 New
EP
1308
EPIQ Partners
Minnesota
$209K
GFA
1309
Gallagher Fiduciary Advisors
Illinois
$207K -$18.7K -512 -8%
BFM
1310
Boothbay Fund Management
New York
$206K +$228K +6,245 New
WA
1311
Waverly Advisors
Alabama
$206K +$510 +14 +0.2%
MLFP
1312
MPS Loria Financial Planners
Illinois
$206K -$37.8K -1,038 -14%
CA
1313
Cambridge Advisors
Nebraska
$206K -$2K -55 -0.9%
MIP
1314
Marietta Investment Partners
Wisconsin
$204K
ACI
1315
Alpha Cubed Investments
California
$203K -$7.65K -210 -3%
RTC
1316
Riverview Trust Company
Washington
$202K
GW
1317
GW & Wade
Massachusetts
$202K -$19.1K -525 -8%
JSL
1318
JT Stratford LLC
Georgia
$202K +$222K +6,103 New
AI
1319
Arrien Investments
Idaho
$201K
MFC
1320
Mechanics Financial Corp
Ohio
$201K
HWAM
1321
Hennion & Walsh Asset Management
New Jersey
$201K -$144K -3,963 -39%
DJSG
1322
D.J. St. Germain
Massachusetts
$189K -$63.8K -1,750 -23%
HFM
1323
Harvest Fund Management
China
$189K +$193K +5,302 +1,293%
BWL
1324
Bogart Wealth LLC
Virginia
$187K -$6.89M -189,240 -97%
RDFA
1325
Ritter Daniher Financial Advisory
Ohio
$181K

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.