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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
EI
926
Ethic Inc
New York
$878K -$102K -2,387 -11%
IP
927
Ignite Planners
California
$877K -$27.6K -646 -3%
SMC
928
Smith, Moore & Co
Missouri
$867K -$53.9K -1,260 -6%
SAM
929
Secure Asset Management
Michigan
$866K +$615K +14,370 +262%
AWM
930
Apollon Wealth Management
South Carolina
$862K +$88.2K +2,061 +12%
FP
931
Financial Perspectives
Minnesota
$856K +$856 +20 +0.1%
CCT
932
Chemung Canal Trust
New York
$850K +$1.41K +33 +0.2%
FFM
933
Forum Financial Management
Illinois
$849K +$52.6K +1,230 +7%
FCFC
934
First Citizens Financial Corp
Iowa
$844K +$211K +4,940 +34%
HWA
935
HCR Wealth Advisors
California
$844K -$15.3K -358 -2%
DEA
936
DoubleLine ETF Adviser
Florida
$833K +$818K +19,106 New
RL
937
Ruffer LLP
United Kingdom
$831K -$12.8K -300 -2%
AWP
938
Ascent Wealth Partners
New York
$830K +$95.2K +2,225 +13%
MFWP
939
Mosaic Family Wealth Partners
Missouri
$827K +$811K +18,958 New
KPWS
940
Kestra Private Wealth Services
Texas
$825K -$7.11K -166 -0.9%
HI
941
Harbour Investments
Wisconsin
$822K +$43.8K +1,024 +6%
CA
942
Clearstead Advisors
Ohio
$821K +$7.79K +182 +1%
JWM
943
JGP Wealth Management
Oregon
$820K -$55K -1,286 -6%
LWAM
944
Legacy Wealth Asset Management
Minnesota
$816K +$11.1K +260 +1%
WP
945
WealthPLAN Partners
Nebraska
$809K +$704K +16,458 New
WIM
946
WealthPlan Investment Management
Nebraska
$808K -$3.72K -87 -0.5%
CNAM
947
Campbell Newman Asset Management
Wisconsin
$803K
WWM
948
Western Wealth Management
Colorado
$800K -$597K -13,952 -43%
IAIM
949
International Assets Investment Management
Florida
$796K +$17.8M +416,867 +5,681%
NW
950
Naviter Wealth
Arkansas
$796K +$106K +2,474 +17%

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.