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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
TIM
1476
Thompson Investment Management
Wisconsin
$16.7K -$11.3K -310 -38%
WWP
1477
WR Wealth Planners
Missouri
$16.5K
RWPA
1478
Richard W. Paul & Associates
Michigan
$16.5K +$729 +20 +4%
HCA
1479
Heck Capital Advisors
Wisconsin
$16.2K +$17.9K +490 New
BSB
1480
Bangor Savings Bank
Maine
$16.1K
GG
1481
Gleason Group
Kentucky
$16K +$255 +7 +1%
Fidelity International
1482
Fidelity International
Bermuda
$15.9K +$729 +20 +4%
SFG
1483
Steward Financial Group
Texas
$15K +$2.66K +73 +19%
BFPW
1484
BOK Financial Private Wealth
Colorado
$15K
TCPG
1485
Trivant Custom Portfolio Group
California
$14.2K
CAC
1486
Certified Advisory Corp
Florida
$14K +$73 +2 +0.5%
PA
1487
PSI Advisors
Florida
$13.6K
CHA
1488
Carmichael Hill & Associates
Maryland
$13.2K
TSWM
1489
Tyler-Stone Wealth Management
Ohio
$13K
MWM
1490
Mascoma Wealth Management
New Hampshire
$12.4K
AAG
1491
Armstrong Advisory Group
Massachusetts
$12.3K +$9.22K +253 +213%
AFG
1492
Albion Financial Group
Utah
$11.9K
TSW
1493
Thompson Siegel & Walmsley
Virginia
$11K +$911 +25 +8%
GJIA
1494
Glass Jacobson Investment Advisors
Maryland
$10.9K +$291 +8 +2%
SR
1495
Syntax Research
Florida
$10.8K +$11.9K +326 New
CT
1496
Clearstead Trust
Maine
$10.4K
TC
1497
Trust Company
Kansas
$10.4K
AFS
1498
Annapolis Financial Services
Maryland
$10.1K
NECFA
1499
New England Capital Financial Advisors
Connecticut
$10.1K +$146 +4 +1%
BLC
1500
Brown, Lisle/Cummings
Rhode Island
$9.92K

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.