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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
UFG
451
United Fire Group
Iowa
$4.39M
MCM
452
Monarch Capital Management
Indiana
$4.37M -$253K -5,919 -6%
Daiwa Securities Group
453
Daiwa Securities Group
Japan
$4.34M +$284K +6,635 +7%
CWM
454
Chronos Wealth Management
Florida
$4.33M -$203K -4,742 -5%
WP
455
Waycross Partners
Kentucky
$4.32M +$2.67M +62,272 +169%
HIMCH
456
Hartford Investment Management Co (HIMCO)
Connecticut
$4.29M -$1.78M -41,522 -30%
HA
457
Hamel Associates
New Jersey
$4.29M -$806K -18,825 -16%
HR
458
Howe & Rusling
New York
$4.28M -$837K -19,556 -17%
SC
459
Schulhoff & Co
Ohio
$4.25M -$27.3K -637 -0.6%
FC
460
Fusion Capital
South Carolina
$4.23M +$223K +5,219 +6%
AIMC
461
Alley Investment Management Company
Illinois
$4.19M -$80.9K -1,891 -2%
HPG
462
Harvest Portfolios Group
Ontario, Canada
$4.18M +$4.1M +95,874 New
FWCM
463
Ferguson Wellman Capital Management
Oregon
$4.17M +$428K +10,001 +12%
HWM
464
HB Wealth Management
Georgia
$4.11M -$647K -15,112 -14%
KBC Group
465
KBC Group
Belgium
$4.09M +$72.1K +1,685 +2%
SI
466
Stephens Inc
Arkansas
$4.09M +$478K +11,162 +14%
DILIC
467
Dai-ichi Life Insurance Company
Japan
$4.07M +$441K +10,300 +12%
NEI
468
Northwest & Ethical Investments
Ontario, Canada
$4.03M -$1.41M -32,867 -26%
SFS
469
Sowell Financial Services
Arkansas
$4.03M +$1.04M +24,222 +36%
ZIC
470
ZWJ Investment Counsel
Georgia
$4.01M +$1.4M +32,750 +55%
RJT
471
Raymond James Trust
Florida
$4M +$28.1K +657 +0.7%
MPM
472
Meritage Portfolio Management
Kansas
$3.99M +$161K +3,755 +4%
BAM
473
BOS Asset Management
Illinois
$3.94M +$3.86M +90,244 New
APP
474
Avantax Planning Partners
Iowa
$3.91M +$19.5K +455 +0.5%
HBT
475
Hills Bank & Trust
Iowa
$3.91M -$67.3K -1,573 -2%

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.