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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
RFA
1526
Register Financial Advisors
Georgia
$6.57K +$109 +3 +2%
EBA
1527
Eagle Bay Advisors
New York
$6.14K +$2.15K +59 +46%
TFGT
1528
TS Financial Group (TSFG)
Illinois
$6K
RDIA
1529
RE Dickinson Investment Advisors
Iowa
$6K +$73 +2 +1%
YAL
1530
Your Advocates Ltd
Texas
$5.46K -$9.65K -265 -62%
GPI
1531
General Partner Inc
Pennsylvania
$5.22K
TFA
1532
Toth Financial Advisory
Virginia
$5.09K +$2.15K +59 +62%
FMTCOCP
1533
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
GA
1534
GoalVest Advisory
New York
$4.66K +$5.1K +140 +14,000%
IA
1535
IFS Advisors
Kansas
$4.46K
AGWCA
1536
Annis Gardner Whiting Capital Advisors
Florida
$4.39K +$4.77K +131 New
PPWM
1537
PFG Private Wealth Management
Florida
$4.33K
CIA
1538
Cape Investment Advisory
Georgia
$4.17K
CTB
1539
Country Trust Bank
Illinois
$4K +$911 +25 +26%
CB
1540
Centennial Bank
Arkansas
$3.77K
SL
1541
Salomon & Ludwin
Virginia
$3.4K +$3.75K +103 New
BFA
1542
BBJS Financial Advisors
Washington
$3.31K
FAM
1543
Flaharty Asset Management
Florida
$3.31K +$3.64K +100 New
RWM
1544
Ruedi Wealth Management
Illinois
$3.31K +$3.64K +100 New
NF
1545
Norwood Financial
Pennsylvania
$3.31K
AAP
1546
Arax Advisory Partners
Colorado
$3.21K -$5.28K -145 -60%
RTL
1547
Red Tortoise LLC
Georgia
$3.17K
FGA
1548
Fortis Group Advisors
New Jersey
$3.08K +$3.39K +93 New
AW
1549
Avion Wealth
Texas
$3K +$1.13K +31 +49%
WWM
1550
Wolff Wiese Magana
California
$2.88K

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.