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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
First Trust Advisors
26
First Trust Advisors
Illinois
$357M +$49M +1,144,669 +16%
Invesco
27
Invesco
Georgia
$355M -$35.2M -821,394 -9%
MAM
28
Magellan Asset Management
Australia
$346M -$123M -2,869,894 -27%
American Century Companies
29
American Century Companies
Missouri
$336M +$64.6M +1,509,525 +24%
Barrow, Hanley, Mewhinney & Strauss
30
Barrow, Hanley, Mewhinney & Strauss
Texas
$307M -$11M -256,288 -4%
State Farm Mutual Automobile Insurance
31
State Farm Mutual Automobile Insurance
Illinois
$304M
N
32
Nuveen
North Carolina
$303M -$3.22M -75,132 -1%
Deutsche Bank
33
Deutsche Bank
Germany
$301M +$125M +2,919,558 +73%
Goldman Sachs
34
Goldman Sachs
New York
$299M +$27.5M +641,849 +10%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$298M +$43.7M +1,021,531 +18%
Citadel Advisors
36
Citadel Advisors
Florida
$296M -$130M -3,035,135 -31%
Berkshire Hathaway
37
Berkshire Hathaway
Nebraska
$291M -$3.04B -71,117,379 -91%
MPI
38
Mairs & Power Inc
Minnesota
$289M -$3.24M -75,731 -1%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$286M +$55.3M +1,291,910 +25%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$280M +$275M +6,424,800 New
Renaissance Technologies
41
Renaissance Technologies
New York
$274M +$43.6M +1,018,900 +19%
Federated Hermes
42
Federated Hermes
Pennsylvania
$261M +$11.4M +265,664 +5%
UBS AM
43
UBS AM
Illinois
$249M +$3.05M +71,176 +1%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$237M +$3.15M +73,644 +1%
Millennium Management
45
Millennium Management
New York
$235M +$77.3M +1,805,979 +50%
BG
46
Bahl & Gaynor
Ohio
$225M -$10.5M -246,170 -5%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$223M +$12.5M +292,786 +6%
Marshall Wace
48
Marshall Wace
United Kingdom
$219M +$136M +3,170,503 +171%
YAM
49
Yacktman Asset Management
Texas
$208M +$953K +22,264 +0.5%
CP
50
Coho Partners
Pennsylvania
$198M -$1.21M -28,178 -0.6%

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.