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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
AssetMark Inc
576
AssetMark Inc
California
$2.63M +$1.35M +31,576 +110%
EOJOAM
577
E. Ohman J:or Asset Management
Sweden
$2.62M +$2.57M +60,000 New
UM
578
Ulysses Management
New York
$2.62M +$2.57M +60,000 New
Capstone Investment Advisors
579
Capstone Investment Advisors
New York
$2.6M -$7.49M -174,960 -75%
KFP
580
Keystone Financial Planning
Ohio
$2.58M -$11.3K -263 -0.4%
EF
581
Exeter Financial
Arizona
$2.55M +$73.4K +1,715 +3%
PCM
582
Parsons Capital Management
Rhode Island
$2.55M -$47.7K -1,115 -2%
LPT
583
Legacy Private Trust
Wisconsin
$2.52M -$66.7K -1,558 -3%
CA
584
Commerzbank Aktiengesellschaft
Germany
$2.52M +$223K +5,214 +10%
CW
585
Connectus Wealth
Ohio
$2.52M -$6.12K -143 -0.2%
RBA
586
Richard Bernstein Advisors
New York
$2.51M
IA
587
IFG Advisory
Georgia
$2.51M -$613K -14,317 -20%
KCM
588
Kornitzer Capital Management
Kansas
$2.51M +$5.56K +130 +0.2%
SSWM
589
Smith Salley Wealth Management
North Carolina
$2.5M -$517K -12,080 -17%
HI
590
Horizon Investments
North Carolina
$2.49M +$339K +7,919 +16%
MTIC
591
Missouri Trust & Investment Company
Missouri
$2.48M -$246K -5,750 -9%
VPIM
592
Vanguard Personalized Indexing Management
California
$2.47M -$144K -3,374 -6%
BWM
593
BerganKDV Wealth Management
Minnesota
$2.47M -$248K -5,791 -9%
OWM
594
OneAscent Wealth Management
Alabama
$2.46M
PFS
595
Prospera Financial Services
Texas
$2.46M -$1.27M -29,598 -34%
KS
596
Karpas Strategies
Connecticut
$2.45M +$1.46K +34 +0.1%
EGM
597
Engineers Gate Manager
New York
$2.44M -$8.85M -206,666 -79%
LC
598
LCNB Corp
Ohio
$2.44M +$88.1K +2,059 +4%
BOSSRA
599
B.O.S.S. Retirement Advisors
Utah
$2.39M +$2.35M +54,858 New
BCA
600
Bray Capital Advisors
Florida
$2.38M -$242K -5,645 -9%

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.