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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
MGWM
901
Marks Group Wealth Management
Minnesota
$934K +$514 +12 +0.1%
BFAG
902
Blackston Financial Advisory Group
Florida
$931K +$16.7K +390 +2%
SAM
903
SignalPoint Asset Management
Missouri
$930K -$642 -15 -0.1%
NL
904
NVWM LLC
Pennsylvania
$930K -$34.4K -804 -4%
LTAS
905
Linden Thomas Advisory Services
North Carolina
$929K +$912K +21,298 New
DIP
906
DT Investment Partners
Pennsylvania
$924K +$32.9K +768 +4%
AAS
907
Ameritas Advisory Services
Nebraska
$920K +$191K +4,464 +27%
CL
908
Choreo LLC
Illinois
$917K +$158K +3,688 +21%
NA
909
NewEdge Advisors
Louisiana
$916K +$436K +10,181 +25%
TCM
910
Twin Capital Management
Pennsylvania
$913K
AC
911
Abbrea Capital
California
$911K -$118K -2,763 -12%
SSI
912
Scott & Selber Inc
Texas
$911K -$8.73K -204 -1%
NRS
913
Neville Rodie & Shaw
New York
$911K
WI
914
WBI Investments
New Jersey
$908K +$891K +20,814 New
OPS
915
Orion Portfolio Solutions
Nebraska
$905K -$129K -3,018 -13%
SPC
916
Sigma Planning Corp
Michigan
$904K +$23.8K +555 +3%
DDC
917
DF Dent & Co
Maryland
$897K +$46.7K +1,091 +6%
JWCA
918
J.W. Coons Advisors
Ohio
$895K +$3K +70 +0.3%
EWA
919
EverSource Wealth Advisors
Alabama
$895K +$37.9K +885 +5%
FFM
920
Flagstone Financial Management
Nebraska
$894K +$878K +20,505 New
CPO
921
Cerity Partners OCIO
New York
$890K +$5.65K +132 +0.7%
SFI
922
Siemens Fonds Invest
Germany
$889K +$48K +1,122 +6%
CA
923
CSM Advisors
Pennsylvania
$888K +$62.1K +1,450 +8%
PWLP
924
Prio Wealth Limited Partnership
Massachusetts
$885K
AP
925
Atwood & Palmer
Missouri
$879K

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.