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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
MHR
1451
Matthew Hamilton Rosenberg
$22.1K -$1.57K -43 -6%
GCM
1452
Gables Capital Management
Florida
$22K
FSWA
1453
Financial Synergies Wealth Advisors
Texas
$21.8K +$219 +6 +0.9%
EARNEST Partners
1454
EARNEST Partners
Georgia
$21.7K
BC
1455
Barrett & Company
Rhode Island
$21.5K +$12.8K +350 +117%
WB
1456
Webster Bank
Connecticut
$21.4K
IG
1457
ING Group
Netherlands
$21K -$900K -24,703 -97%
VAG
1458
VisionPoint Advisory Group
Texas
$20.9K -$2.26K -62 -9%
HCP
1459
Hexagon Capital Partners
Arkansas
$20.2K -$40.5K -1,111 -65%
AT
1460
Avalon Trust
New Mexico
$20.2K
BWM
1461
Baystate Wealth Management
Massachusetts
$20.2K -$182 -5 -0.8%
POIA
1462
Pin Oak Investment Advisors
Texas
$20K
HCM
1463
Hollencrest Capital Management
California
$19.9K
VWM
1464
Venturi Wealth Management
Texas
$19.2K +$2.77K +76 +15%
WAS
1465
Winch Advisory Services
Wisconsin
$19K +$291 +8 +1%
CPG
1466
Cornerstone Planning Group
New Jersey
$18.6K -$18.5K -507 -47%
ST
1467
Smithfield Trust
Pennsylvania
$18K +$1.57K +43 +8%
SIS
1468
Sound Income Strategies
Florida
$17.8K -$2.66K -73 -12%
NRG
1469
Nemes Rush Group
Michigan
$17.5K -$8.2K -225 -30%
CCP
1470
Carmel Capital Partners
California
$17.1K +$18.9K +518 New
BAAM
1471
Baker Avenue Asset Management
California
$17.1K +$2.73K +75 +17%
SSG
1472
Summit Securities Group
New York
$17K -$106K -2,923 -85%
HIIFS
1473
Harel Insurance Investments & Financial Services
Israel
$17K +$18.2K +500 New
BCMLT
1474
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.8K
FWA
1475
FSC Wealth Advisors
New York
$16.8K +$18.5K +507 New

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.