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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
PTC
826
Private Trust Company
Ohio
$1.13M -$25.6K -598 -2%
CAG
827
Crestwood Advisors Group
Massachusetts
$1.13M -$25.6K -599 -2%
AF
828
Arrow Financial
New York
$1.13M +$7.15K +167 +0.7%
SLI
829
Sumitomo Life Insurance
Japan
$1.12M -$62K -1,448 -5%
SFP
830
Shepherd Financial Partners
Massachusetts
$1.12M +$498K +11,628 +83%
BFA
831
Buttonwood Financial Advisors
Maryland
$1.11M +$70.7K +1,652 +7%
BJL
832
Brighton Jones LLC
Washington
$1.11M -$102K -2,379 -9%
LIM
833
Longfellow Investment Management
Massachusetts
$1.1M +$262K +6,115 +32%
DGAM
834
Desjardins Global Asset Management
Quebec, Canada
$1.1M -$801K -18,724 -43%
BPWM
835
Badgley Phelps Wealth Managers
Washington
$1.1M +$211K +4,940 +24%
MFG
836
Merit Financial Group
Georgia
$1.09M +$1.07M +25,097 New
MA
837
Montag & Associates
Georgia
$1.09M -$37.1K -868 -3%
IVP
838
Intrinsic Value Partners
Arizona
$1.09M -$596K -13,930 -36%
LIM
839
Leavell Investment Management
Alabama
$1.09M -$58.6K -1,370 -5%
CW
840
CIC Wealth
Maryland
$1.09M +$1.07M +24,893 New
VC
841
Vestor Capital
Illinois
$1.08M +$7.88K +184 +0.7%
QCM
842
Quantinno Capital Management
New York
$1.08M +$702K +16,411 +198%
DWM
843
Dakota Wealth Management
Florida
$1.08M
ACL
844
Applied Capital LLC
Florida
$1.07M +$1.05M +24,600 New
BL
845
Balentine LLC
Georgia
$1.07M -$50.5K -1,179 -5%
WANY
846
Wealthspire Advisors (New York)
New York
$1.07M +$356K +8,323 +52%
STC
847
Sarah T. Connolly
$1.06M +$9.42K +220 +0.9%
MOS
848
MGO One Seven
Ohio
$1.06M +$143K +3,351 +16%
SFG
849
SevenBridge Financial Group
Pennsylvania
$1.05M -$18.1K -424 -2%
SJIA
850
St. James Investment Advisors
New York
$1.05M +$84.7K +1,978 +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.