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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
WTA
1501
Washington Trust Advisors
Massachusetts
$9.62K
GWMI
1502
Guardian Wealth Management (Illinois)
Illinois
$9.54K +$109 +3 +1%
JMF
1503
Johnson Midwest Financial
Iowa
$9.26K +$146 +4 +1%
AWM
1504
Abound Wealth Management
Tennessee
$9.21K -$219 -6 -2%
WIM
1505
Westside Investment Management
California
$9.03K
TJHA
1506
Thomas J. Herzfeld Advisors
Florida
$8.96K
PSB
1507
Piscataqua Savings Bank
New Hampshire
$8.89K -$4.12K -113 -30%
CTA
1508
Colonial Trust Advisors
South Carolina
$8.76K -$729 -20 -7%
BCPWM
1509
Bradley & Co Private Wealth Management
Florida
$8.7K
GWSA
1510
Global Wealth Strategies & Associates
Colorado
$8.36K
APW
1511
Acima Private Wealth
Virginia
$8.33K
CCM
1512
Chilton Capital Management
Texas
$8.2K
PWMG
1513
Prestige Wealth Management Group
New Jersey
$8.12K -$1.75K -48 -17%
TVWM
1514
Tower View Wealth Management
Wisconsin
$8K +$109 +3 +1%
PP
1515
Pacifica Partners
Canada
$7.97K +$9.11K +250 New
VFM
1516
Viking Fund Management
North Dakota
$7.93K -$3.1M -85,000 -100%
SC
1517
Stephens Consulting
Michigan
$7.64K
PP
1518
PFS Partners
New Jersey
$7.36K +$109 +3 +1%
HBW
1519
Hazlett, Burt & Watson
West Virginia
$7K -$1.46K -40 -14%
HCM
1520
Horrell Capital Management
Arkansas
$7K +$109 +3 +1%
LF
1521
Lee Financial
Texas
$6.98K
HWA
1522
HHM Wealth Advisors
Tennessee
$6.78K
NFSG
1523
Newbridge Financial Services Group
Florida
$6.78K -$27.6K -757 -79%
RCG
1524
Rock Creek Group
District of Columbia
$6.71K -$1.38K -38 -16%
SAG
1525
Spotlight Asset Group
Illinois
$6.61K

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.