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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
CCG
1626
Cypress Capital Group
Florida
-$294K -8,908 Closed
SCM
1627
Stonehearth Capital Management
Massachusetts
-$291K -8,797 Closed
TRIA
1628
Trail Ridge Investment Advisors
Colorado
-$287K -8,700 Closed
TL
1629
Tradewinds LLC
North Carolina
-$285K -8,628 Closed
BFA
1630
Buttonwood Financial Advisors
Maryland
-$283K -8,554 Closed
FHA
1631
Flagship Harbor Advisors
Massachusetts
-$282K -8,526 Closed
MBT
1632
Montecito Bank & Trust
California
-$270K -8,185 Closed
FBB
1633
Fulton Breakefield Broenniman
Maryland
-$267K -8,076 Closed
TCM
1634
Telos Capital Management
California
-$266K -8,038 Closed
VWA
1635
V Wealth Advisors
Kansas
-$252K -7,612 Closed
NCM
1636
Novare Capital Management
North Carolina
-$251K -7,586 Closed
ZF
1637
Zhang Financial
Michigan
-$243K -7,353 Closed
BEAM
1638
Baker Ellis Asset Management
Washington
-$241K -7,300 Closed
TCM
1639
Triumph Capital Management
Colorado
-$228K -6,801 Closed
WSTAM
1640
Wilbanks Smith & Thomas Asset Management
Virginia
-$223K -6,760 Closed
CTI
1641
Community Trust & Investment
Kentucky
-$222K -6,713 Closed
MCM
1642
McRae Capital Management
New Jersey
-$214K -6,466 Closed
NC
1643
NovaPoint Capital
Georgia
-$211K -6,390 Closed
WG
1644
Winton Group
United Kingdom
-$208K -6,309 Closed
BFIM
1645
Beese Fulmer Investment Management
Ohio
-$206K -6,222 Closed
MWM
1646
Mission Wealth Management
California
-$202K -6,121 Closed
SDAM
1647
Shulman DeMeo Asset Management
New York
-$202K -6,115 Closed
RI
1648
Ridgewood Investments
New Jersey
-$185K -5,613 Closed
RBFC
1649
Roman Butler Fullerton & Co
Missouri
-$202K -5,202 Closed
HS
1650
Horan Securities
United States
-$170K -5,147 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.