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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
VIA
1601
Vident Investment Advisory
Georgia
-$1.42M -42,815 Closed
MWM
1602
Mattern Wealth Management
Kansas
-$1.38M -41,886 Closed
MCIA
1603
Mountain Capital Investment Advisors
Colorado
-$1.57M -39,934 Closed
TSS
1604
Two Sigma Securities
New York
-$1.44M -39,536 Closed
PI
1605
PEAK6 Investments
Illinois
-$1.43M -39,352 Closed
BCM
1606
Bayesian Capital Management
New York
-$1.27M -38,400 Closed
NFG
1607
Nations Financial Group
Iowa
-$1.24M -37,594 Closed
YIA
1608
YHB Investment Advisors
Connecticut
-$1.17M -35,313 Closed
ICA
1609
Infrastructure Capital Advisors
New York
-$7.12M -34,174 Closed
SLWA
1610
San Luis Wealth Advisors
California
-$966K -29,241 Closed
VI
1611
Versor Investments
New York
-$857K -25,925 Closed
MFP
1612
Meridian Financial Partners
Virginia
-$970K -24,773 Closed
AWS
1613
Aspen Wealth Strategies
Colorado
-$623K -18,855 Closed
CIAS
1614
CFS Investment Advisory Services
New Jersey
-$620K -18,774 Closed
JFG
1615
Jefferies Financial Group
New York
-$525K -15,900 Closed
GC
1616
Garde Capital
Washington
-$495K -14,987 Closed
EAM
1617
EFG Asset Management
Oregon
-$449K -13,583 Closed
N
1618
Numerai
California
-$428K -12,959 Closed
MC
1619
Maverick Capital
Texas
-$420K -12,712 Closed
ALAM
1620
Asahi Life Asset Management
Japan
-$385K -11,640 Closed
HNWAG
1621
High Net Worth Advisory Group
Florida
-$363K -10,975 Closed
BFM
1622
Boston Financial Management
Massachusetts
-$342K -10,364 Closed
AC
1623
Asio Capital
Kentucky
-$327K -9,900 Closed
ACM
1624
Anfield Capital Management
California
-$306K -9,251 Closed
RL
1625
Ruffer LLP
United Kingdom
-$297K -9,000 Closed

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.