We are live on ! Find out more
USB icon

US Bancorp

1,648 hedge funds and large institutions have $44.8B invested in US Bancorp in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 700 increasing their positions, 592 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $259M | Put options by funds: $209M

18% more repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 592

0.81% less ownership

Funds ownership: 75.73%74.92% (-0.81%)

2% less funds holding

Funds holding: 1,6841,648 (-36)

11% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 111

13% less capital invested

Capital invested by funds: $51.7B → $44.8B (-$6.86B)

14% less funds holding in top 10

Funds holding in top 10: 3530 (-5)

Holders
1,648
Holders Change
-36
Holders Change %
-2.14%
% of All Funds
28.39%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
99
Increased
700
Reduced
592
Closed
111
Calls
$259M
Puts
$209M
Net Calls
+$50M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1001
White Pine Capital
Minnesota
$557K -$14.8K -320 -2%
HLOC
1002
H.L. Ormond & Company
North Carolina
$557K -$6.89K -149 -1%
CFG
1003
Citizens Financial Group
Rhode Island
$556K -$274K -5,928 -30%
JDR
1004
Jay D. Rosenbaum
$549K +$12.7K +275 +2%
ET
1005
Equitable Trust
Tennessee
$548K -$6.43K -139 -1%
VIA
1006
Vident Investment Advisory
Georgia
$548K +$105K +2,274 +15%
PA
1007
Pinnacle Associates
New York
$545K -$79.7K -1,722 -11%
CPIG
1008
Chicago Partners Investment Group
Illinois
$544K +$8.65K +187 +2%
IFA
1009
Interactive Financial Advisors
Illinois
$543K
PAG
1010
Powers Advisory Group
Illinois
$543K +$22.2K +480 +4%
BI
1011
Berkeley Inc
Idaho
$542K +$5.09K +110 +0.8%
PA
1012
Parallel Advisors
California
$540K -$20.7K -448 -3%
CCM
1013
Carlson Capital Management
Minnesota
$540K -$7.63K -165 -1%
SXL
1014
Summit X LLC
Missouri
$540K +$648 +14 +0.1%
LSAG
1015
Lake Street Advisors Group
New Hampshire
$540K +$82.4K +1,781 +15%
WT
1016
Whittier Trust
California
$538K -$10K -217 -2%
SACTSONJ
1017
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$535K
OPWM
1018
Oxinas Partners Wealth Management
Indiana
$535K +$39.6K +856 +7%
PFSC
1019
Peoples Financial Services Corp
Pennsylvania
$533K -$13.9K -300 -2%
NAS
1020
Nicolet Advisory Services
Wisconsin
$531K +$109K +2,363 +22%
CWA
1021
Centennial Wealth Advisory
Michigan
$531K +$609K +13,160 New
GC
1022
Gilbert & Cook
Iowa
$529K -$2.27K -49 -0.4%
BFG
1023
Beacon Financial Group
Texas
$528K
TFS
1024
Thoroughbred Financial Services
Tennessee
$526K -$1.53K -33 -0.3%
FMAEN1
1025
Fund Management at Engine No 1
California
$524K -$30.2K -653 -5%

USB Hedge Fund Activity: Q3 2022 in Review

1,648 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2022, worth a combined $44.8B — down 13% from $51.7B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of USB and 99 opened new positions — a net loss of 12 holders — while 592 trimmed existing stakes and 700 added.

The largest buyer was JP Morgan Chase, adding an estimated $393M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,648 institutional investors held US Bancorp (USB) as of Q3 2022, down from 1,684 in Q2 2022.
  • Funds reported $44.8B of US Bancorp stock for Q3 2022, down 13% quarter-over-quarter.
  • 99 funds opened new US Bancorp positions in Q3 2022 and 111 closed out, a net change of -12 holders.
  • The largest US Bancorp buyer in Q3 2022 was JP Morgan Chase, an estimated $393M added.
  • The largest US Bancorp seller in Q3 2022 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q3 2022.