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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
GEA
1426
Glen Eagle Advisors
New Jersey
$33.2K
ASBI
1427
American State Bank (Iowa)
Iowa
$33.2K
CAM
1428
Costello Asset Management
Pennsylvania
$33.1K
SGC
1429
Slocum, Gordon & Co
Rhode Island
$33.1K
AJ
1430
Ashburton (Jersey)
Jersey
$33K
AIC
1431
Archer Investment Corporation
Indiana
$32.4K
OSNBOA
1432
Old Second National Bank of Aurora
Illinois
$31.4K
BIA
1433
Bell Investment Advisors
California
$30.4K +$5.43K +149 +19%
IHWM
1434
Iron Horse Wealth Management
Iowa
$29.8K
CMA
1435
Cedar Mountain Advisors
Oregon
$29.7K
Legacy Financial Group (Iowa)
1436
Legacy Financial Group (Iowa)
Iowa
$29.5K +$32.5K +893 New
CAC
1437
Core Alternative Capital
Georgia
$28.6K +$36 +1 +0.1%
ANBT
1438
American National Bank & Trust
Texas
$28.3K +$6.16K +169 +25%
WAM
1439
WFA Asset Management
Wisconsin
$28.1K +$401 +11 +1%
SSB
1440
Sandy Spring Bank
Maryland
$26.2K -$2K -55 -6%
BHWM
1441
Beaird Harris Wealth Management
Texas
$25.5K
SIC
1442
Salem Investment Counselors
North Carolina
$25.2K
MCM
1443
MV Capital Management
Maryland
$25K +$7.91K +217 +40%
FA
1444
Financial Avengers
California
$24.7K +$364 +10 +1%
PCTC
1445
Perkins Coie Trust Company
Washington
$24.6K +$583 +16 +2%
OIAM
1446
OFI Invest Asset Management
France
$24.3K +$28.4K +779 New
APC
1447
Aspire Private Capital
North Carolina
$23.7K +$1.17K +32 +5%
DIP
1448
DT Investment Partners
Pennsylvania
$22.9K
GWSG
1449
GPS Wealth Strategies Group
Colorado
$22.8K +$10.2K +280 +68%
KFS
1450
Kelly Financial Services
Massachusetts
$22.6K -$2.48K -68 -9%

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.