We are live on ! Find out more
USB icon

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
AWA
676
Arkadios Wealth Advisors
Georgia
$1.85M +$302K +7,048 +20%
BA
677
Bristlecone Advisors
Washington
$1.84M -$18.9K -442 -1%
DRS
678
Deane Retirement Strategies
Louisiana
$1.83M -$7.4K -173 -0.4%
SSWM
679
Sheets Smith Wealth Management
North Carolina
$1.83M -$89.8K -2,098 -5%
BFA
680
Bill Few Associates
Pennsylvania
$1.83M -$75K -1,753 -4%
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$1.83M -$40.7K -952 -2%
SF
682
Synovus Financial
Georgia
$1.82M -$132K -3,083 -7%
1SB
683
1ST Source Bank
Indiana
$1.82M -$2.83K -66 -0.2%
IMOV
684
Investment Management of Virginia
Virginia
$1.82M -$6.63K -155 -0.4%
CI
685
Centerstone Investors
New York
$1.81M +$1.77M +41,430 New
SAM
686
Silvercrest Asset Management
New York
$1.78M +$15.4K +360 +0.9%
P
687
Pitcairn
Pennsylvania
$1.77M -$25.1K -587 -1%
Dodge & Cox
688
Dodge & Cox
California
$1.76M
FMWA
689
Forvis Mazars Wealth Advisors
Missouri
$1.75M -$27K -631 -2%
VCA
690
Verdence Capital Advisors
Maryland
$1.75M -$542K -12,674 -24%
MP
691
McDonald Partners
Ohio
$1.75M -$79.1K -1,849 -4%
MSAM
692
Moloney Securities Asset Management
Missouri
$1.74M +$120K +2,796 +8%
AWS
693
Atria Wealth Solutions
New York
$1.74M +$88.2K +2,061 +5%
APIM
694
Agate Pass Investment Management
Washington
$1.74M -$8.86K -207 -0.5%
CIP
695
Convergence Investment Partners
Florida
$1.72M +$202K +4,716 +14%
MGP
696
Metis Global Partners
California
$1.71M +$589K +13,761 +54%
Carson Wealth (CWM LLC)
697
Carson Wealth (CWM LLC)
Nebraska
$1.71M -$1.11M -25,968 -40%
LBC
698
Lowe Brockenbrough & Co
Virginia
$1.7M -$61.8K -1,445 -4%
LA
699
LBP AM
France
$1.7M +$1.67M +39,077 New
ATPW
700
Ashton Thomas Private Wealth
Arizona
$1.68M +$263K +6,145 +19%

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.