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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
CM
1651
Caption Management
Oklahoma
-$159K -4,363 Closed
AS
1652
AM Squared
Hong Kong
-$92.5K -2,800 Closed
DZ Bank
1653
DZ Bank
Germany
-$84K -2,543 Closed
AIM
1654
Achmea Investment Management
Netherlands
-$77K -2,342 Closed
CFO
1655
CVA Family Office
Colorado
-$70.3K -2,129 Closed
WAM
1656
Worth Asset Management
Texas
-$58.3K -1,765 Closed
FA
1657
Fiduciary Alliance
South Carolina
-$46.3K -1,400 Closed
SAM
1658
S.A. Mason
Michigan
-$49.9K -1,385 Closed
PIAS
1659
PCA Investment Advisory Services
Ohio
-$36.3K -1,099 Closed
HI
1660
Hoey Investments
Pennsylvania
-$26.4K -800 Closed
CWA
1661
Clearview Wealth Advisors
Oregon
-$25.4K -769 Closed
QL
1662
Quarry LP
New York
-$23K -697 Closed
AIM
1663
Arcadia Investment Management
Michigan
-$17.8K -540 Closed
ACM
1664
Antonetti Capital Management
Florida
-$13.2K -400 Closed
FCMT
1665
Founders Capital Management (Texas)
Texas
-$7.2K -218 Closed
SF
1666
Safeguard Financial
Wisconsin
-$5K -168 Closed
MFT
1667
Moisand Fitzgerald Tamayo
Florida
-$4.86K -147 Closed
ODG
1668
O'Dell Group
Ohio
-$4.13K -125 Closed
TF
1669
Tompkins Financial
New York
-$3.96K -120 Closed
SOW
1670
State of Wyoming
Wyoming
-$3.54K -107 Closed
ICM
1671
Islay Capital Management
Texas
-$3.3K -100 Closed
DI
1672
Disciplined Investments
Oklahoma
-$2.44K -74 Closed
OPTFSNA
1673
Old Point Trust & Financial Services N A
Virginia
-$1.88K -57 Closed
CP
1674
Castleview Partners
Texas
-$793 -24 Closed
Optiver Holding
1675
Optiver Holding
Netherlands
-$793 -24 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.