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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
Loomis, Sayles & Company
1376
Loomis, Sayles & Company
Massachusetts
$74K -$17.4K -478 -18%
LFG
1377
Larson Financial Group
Missouri
$73.8K -$3.61K -99 -4%
MAM
1378
Marquette Asset Management
Minnesota
$73.7K -$21.9K -600 -21%
ATC
1379
Adirondack Trust Company
New York
$73.3K -$12.8K -350 -14%
PCFFS
1380
Pacific Center for Financial Services
California
$72.3K +$43.7K +1,200 +121%
OC
1381
Oakworth Capital
Alabama
$71.1K -$7.29K -200 -9%
HIA
1382
Harbor Investment Advisory
Maryland
$65.7K -$110K -3,026 -60%
KFI
1383
Key Financial Inc
Pennsylvania
$63.1K
QC
1384
Quent Capital
New York
$63K +$9.11K +250 +15%
TCM
1385
Tradewinds Capital Management
Washington
$59.2K -$36 -1 -0.1%
WBC
1386
West Branch Capital
Massachusetts
$56.8K
CWM
1387
CarsonAllaria Wealth Management
Illinois
$55.7K +$36 +1 +0.1%
OP
1388
ORG Partners
Indiana
$55.2K -$119K -3,280 -66%
JGIA
1389
Jackson Grant Investment Advisers
Connecticut
$52.9K
SCM
1390
Silvant Capital Management
Georgia
$52.8K
PP
1391
PrairieView Partners
Minnesota
$51K -$88.6K -2,431 -61%
CAL
1392
Capital Advisors Ltd
Ohio
$51K +$73 +2 +0.1%
PGAM
1393
Princeton Global Asset Management
New Jersey
$50.4K
AWA
1394
Authentikos Wealth Advisory
California
$50.2K +$55.3K +1,517 New
MSFP
1395
Mark Sheptoff Financial Planning
Connecticut
$49.6K -$72.9K -2,000 -57%
TLA
1396
Tanglewood Legacy Advisors
Texas
$49.6K
BBPWM
1397
Blue Bell Private Wealth Management
Pennsylvania
$47.8K
IFAM
1398
Institutional & Family Asset Management
Colorado
$46.9K -$3.23M -88,765 -98%
CA
1399
Crewe Advisors
Utah
$46.7K -$36 -1 -0.1%
AA
1400
Addison Advisors
Vermont
$46.5K

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.