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US Bancorp

1,741 hedge funds and large institutions have $51.1B invested in US Bancorp in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 672 increasing their positions, 619 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 92

82% more call options, than puts

Call options by funds: $315M | Put options by funds: $173M

23% more funds holding in top 10

Funds holding in top 10: 3037 (+7)

14% more capital invested

Capital invested by funds: $44.8B → $51.1B (+$6.32B)

6% more funds holding

Funds holding: 1,6481,741 (+93)

3.29% more ownership

Funds ownership: 74.92%78.21% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 619

Holders
1,741
Holders Change
+93
Holders Change %
+5.64%
% of All Funds
27.99%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.59%
New
215
Increased
672
Reduced
619
Closed
92
Calls
$315M
Puts
$173M
Net Calls
+$142M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
426
Kingsview Wealth Management
Oregon
$4.82M +$432K +10,091 +10%
WJWM
427
Williams Jones Wealth Management
New York
$4.81M -$399K -9,331 -8%
CGH
428
Crossmark Global Holdings
Texas
$4.81M +$257K +6,009 +6%
MFG
429
Monte Financial Group
Connecticut
$4.8M +$352K +8,221 +8%
PTB
430
Pioneer Trust Bank
Oregon
$4.78M +$53.6K +1,252 +1%
EMPI
431
Elo Mutual Pension Insurance
Finland
$4.76M +$138K +3,232 +3%
PFO
432
Pathstone Family Office
New Jersey
$4.73M +$1.78M +41,662 +48%
HCM
433
Hengehold Capital Management
Ohio
$4.72M -$155K -3,616 -3%
TCCM
434
Timber Creek Capital Management
Massachusetts
$4.71M -$433K -10,117 -9%
OAM
435
Oppenheimer Asset Management
New York
$4.71M -$653K -15,258 -12%
BHIA
436
Birch Hill Investment Advisors
Massachusetts
$4.68M -$314K -7,325 -6%
Fisher Asset Management
437
Fisher Asset Management
Washington
$4.65M +$1.02M +23,924 +29%
KRS
438
Kentucky Retirement Systems
Kentucky
$4.64M +$19.9K +464 +0.4%
MSRPS
439
Maryland State Retirement & Pension System
Maryland
$4.61M +$4.52M +105,603 New
TCM
440
Teza Capital Management
Illinois
$4.59M +$1.38M +32,312 +44%
PNC
441
Park National Corp
Ohio
$4.59M -$159K -3,704 -3%
SAM
442
Shell Asset Management
Netherlands
$4.58M -$1.33M -31,155 -23%
RCYC
443
Richard C. Young & Co
Rhode Island
$4.57M -$4.06M -94,835 -47%
OPERF
444
Oregon Public Employees Retirement Fund
Oregon
$4.55M +$32.7K +765 +0.7%
PAS
445
Park Avenue Securities
New York
$4.52M -$43.5K -1,016 -1%
JAM
446
Jupiter Asset Management
United Kingdom
$4.52M -$25.2M -587,700 -85%
KeyBank National Association
447
KeyBank National Association
Ohio
$4.45M -$283K -6,623 -6%
AIS
448
AM Investment Strategies
Tennessee
$4.44M -$11K -256 -0.3%
BIG
449
Boothe Investment Group
Delaware
$4.42M +$74.8K +1,747 +2%
MPIA
450
Mountain Pacific Investment Advisers
Idaho
$4.42M -$55.9K -1,305 -1%

USB Hedge Fund Activity: Q4 2022 in Review

1,741 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2022, worth a combined $51.1B — up 14% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new USB positions and 92 closed out — a net gain of 123 holders — while 672 added to existing stakes and 619 trimmed.

The largest buyer was MUFG Bank, opening a new position worth an estimated $1.9B. The largest seller was Berkshire Hathaway, cutting an estimated $3.04B.

  • 1,741 institutional investors held US Bancorp (USB) as of Q4 2022, up from 1,648 in Q3 2022.
  • Funds reported $51.1B of US Bancorp stock for Q4 2022, up 14% quarter-over-quarter.
  • 215 funds opened new US Bancorp positions in Q4 2022 and 92 closed out, a net change of +123 holders.
  • The largest US Bancorp buyer in Q4 2022 was MUFG Bank, an estimated $1.9B added.
  • The largest US Bancorp seller in Q4 2022 was Berkshire Hathaway, an estimated $3.04B sold.

Based on aggregated 13F filings for Q4 2022.