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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
MGIA
651
Moneta Group Investment Advisors
Missouri
$2.05M -$206K -4,803 -10%
CFMC
652
Curbstone Financial Management Corp
New Hampshire
$2.05M +$77K +1,800 +4%
CA
653
Claris Advisors
Missouri
$2.05M +$15.7K +366 +0.8%
CA
654
Cetera Advisors
Colorado
$2.05M +$423K +9,886 +27%
TAM
655
Tealwood Asset Management
Minnesota
$2.04M -$77.7K -1,816 -4%
PAM
656
Paradigm Asset Management
New York
$2.03M +$1.78M +41,500 +814%
CC
657
Cannell & Co
New York
$2.03M -$9.63K -225 -0.5%
BRM
658
Boston Research & Management
Massachusetts
$1.99M +$115K +2,695 +6%
PRWA
659
Platte River Wealth Advisors
Colorado
$1.99M
PL
660
Plancorp LLC
Missouri
$1.98M +$11K +256 +0.6%
OQS
661
Occudo Quantitative Strategies
Florida
$1.97M -$2.94M -68,618 -60%
JAG
662
Journey Advisory Group
Kentucky
$1.97M +$46.1K +1,078 +2%
DI
663
DFPG Investments
Utah
$1.96M +$1.78M +41,537 New
CAM
664
Carret Asset Management
New York
$1.95M -$9.2K -215 -0.5%
FCT
665
First Community Trust
Iowa
$1.93M
BRWA
666
B. Riley Wealth Advisors
Florida
$1.93M +$557K +13,024 +42%
CI Investments Inc
667
CI Investments Inc
Ontario, Canada
$1.92M +$1.8M +42,123 +2,348%
BTWM
668
Baker Tilly Wealth Management
Wisconsin
$1.91M -$760K -17,764 -29%
FB
669
Fulton Bank
Pennsylvania
$1.88M +$290K +6,781 +19%
MCM
670
Marathon Capital Management
Maryland
$1.88M -$74.9K -1,750 -4%
TI
671
Truepoint Inc
Ohio
$1.88M
CFD
672
Creative Financial Designs
Indiana
$1.87M +$72.6K +1,696 +4%
WIS
673
Wright Investors Service
Connecticut
$1.87M +$36.3K +849 +2%
RCC
674
Red Cedar Capital
Nebraska
$1.85M +$17K +397 +0.9%
NMIMC
675
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M -$336K -7,841 -16%

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.