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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
LWAC
801
Laurel Wealth Advisors (California)
California
$1.21M +$12.4K +290 +1%
FAM
802
Formidable Asset Management
Ohio
$1.21M -$6.42K -150 -0.5%
CHP
803
Cable Hill Partners
Oregon
$1.2M -$4.28K -100 -0.4%
SWP
804
Stratos Wealth Partners
Ohio
$1.19M +$232K +5,422 +25%
HC
805
HNP Capital
New York
$1.18M +$32.3K +755 +3%
PPC
806
Park Place Capital
Alabama
$1.18M +$1.16M +27,161 New
MAS
807
Meeder Advisory Services
Ohio
$1.18M +$1.16M +27,144 New
GCM
808
Graham Capital Management
Connecticut
$1.18M +$1.16M +27,134 New
SWM
809
SeaCrest Wealth Management
New York
$1.18M +$5.86K +137 +0.5%
BOH
810
Bank of Hawaii
Hawaii
$1.18M +$15.9K +371 +1%
RSWM
811
Robertson Stephens Wealth Management
California
$1.17M -$241K -5,635 -18%
RA
812
RFG Advisory
Alabama
$1.17M +$329K +7,679 +48%
NSIM
813
North Star Investment Management
Illinois
$1.16M +$11.3K +265 +1%
HCA
814
Horan Capital Advisors
Ohio
$1.16M
CFGS
815
Concourse Financial Group Securities
Alabama
$1.15M +$138K +3,217 +14%
MWM
816
Madison Wealth Management
Ohio
$1.15M -$329K -7,695 -23%
CYG
817
Clean Yield Group
Vermont
$1.15M +$15.8K +370 +1%
EWM
818
Empirical Wealth Management
Washington
$1.15M -$477K -11,152 -30%
PA
819
Probity Advisors
Texas
$1.15M +$49.1K +1,147 +5%
CIP
820
Cornerstone Investment Partners
Georgia
$1.15M -$14K -327 -1%
SN
821
Sittner & Nelson
Oregon
$1.14M +$6.68K +156 +0.6%
TYCC
822
Texas Yale Capital Corp
Florida
$1.14M +$472K +11,025 +73%
CC
823
Cipher Capital
New York
$1.13M -$2.01M -46,910 -64%
PA
824
Profund Advisors
Maryland
$1.13M +$70.3K +1,643 +7%
IWA
825
Intercontinental Wealth Advisors
Texas
$1.13M +$300 +7 +0%

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.