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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
NB
876
NBT Bank
New York
$995K -$5.65K -132 -0.6%
GC
877
Grimes & Company
Massachusetts
$994K -$1.07K -25 -0.1%
NW
878
NewEdge Wealth
Pennsylvania
$992K -$4.07K -95 -0.4%
FCB
879
First County Bank
Connecticut
$989K +$970K +22,667 New
VFA
880
Valeo Financial Advisors
Indiana
$988K +$222K +5,183 +30%
CAG
881
Csenge Advisory Group
Florida
$987K -$124K -2,889 -11%
Vontobel Holding
882
Vontobel Holding
Switzerland
$984K +$132K +3,092 +16%
ICP
883
Ironvine Capital Partners
Nebraska
$982K
VIA
884
Vident Investment Advisory
Georgia
$981K +$204K +4,774 +27%
NPT
885
Nixon Peabody Trust
Massachusetts
$976K +$16.7K +390 +2%
FTDI
886
First Trust Direct Indexing
Massachusetts
$974K -$292K -6,813 -23%
CT
887
Chicago Trust
Illinois
$973K +$327K +7,638 +52%
WCM
888
Wunderlich Capital Managemnt
Tennessee
$969K +$128K +2,996 +16%
SAG
889
SageView Advisory Group
California
$966K +$948K +22,156 New
BFA
890
Bragg Financial Advisors
North Carolina
$963K +$18.3K +427 +2%
TMAM
891
Tokio Marine Asset Management
Japan
$962K +$58.4K +1,364 +7%
CPIA
892
Cornell Pochily Investment Advisors
New York
$947K +$86 +2 +0%
KIG
893
Kowal Investment Group
Wisconsin
$945K +$23.6K +552 +3%
CCB
894
Country Club Bank
Missouri
$942K -$201K -4,707 -18%
CSPIA
895
Cary Street Partners Investment Advisory
Virginia
$942K -$32.8K -767 -3%
IRC
896
Investors Research Corp
Georgia
$942K -$7.19K -168 -0.8%
IA
897
IFP Advisors
Florida
$941K +$176K +4,113 +24%
AAS
898
Annex Advisory Services
Wisconsin
$939K -$42.4K -990 -4%
FWP
899
FAS Wealth Partners
Kansas
$937K -$856 -20 -0.1%
QCIG
900
Quad-Cities Investment Group
Iowa
$935K +$342 +8 +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.