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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
IWM
1001
Iams Wealth Management
Nebraska
$655K +$642K +15,008 New
ECM
1002
Evergreen Capital Management
Washington
$655K +$174K +4,077 +38%
BWAM
1003
Boyd Watterson Asset Management
Ohio
$654K
RIL
1004
Rothschild Investment LLC
Illinois
$654K -$11.1K -260 -2%
BAM
1005
Blueshift Asset Management
New Jersey
$652K -$430K -10,041 -40%
FMAEN1
1006
Fund Management at Engine No 1
California
$649K +$80.8K +1,887 +15%
WI
1007
WrapManager Inc
California
$646K -$93.8K -2,192 -13%
RT
1008
Rockland Trust
Massachusetts
$646K +$220K +5,136 +53%
VCM
1009
Virtue Capital Management
Tennessee
$644K +$632K +14,774 New
TRIA
1010
Trail Ridge Investment Advisors
Colorado
$641K
TL
1011
Tradewinds LLC
North Carolina
$641K -$187K -4,367 -54%
MLL
1012
Moody Lynn & Lieberson
Massachusetts
$640K
MLA
1013
My Legacy Advisors
Oregon
$638K +$67.9K +1,587 +14%
AWAU
1014
Alliance Wealth Advisors (Utah)
Utah
$637K +$626K +14,616 New
BA
1015
Bridgewater Advisors
New York
$635K -$71.3K -1,665 -10%
CFA
1016
CWS Financial Advisors
Michigan
$635K +$38.2K +892 +8%
LL
1017
LWMG LLC
Minnesota
$634K +$622K +14,527 New
GVAG
1018
Great Valley Advisor Group
Delaware
$633K -$72.6K -1,696 -10%
DPIM
1019
Duff & Phelps Investment Management
Illinois
$630K
CT
1020
Coastline Trust
Rhode Island
$630K -$51.4K -1,200 -8%
JCM
1021
Jacobi Capital Management
Pennsylvania
$630K +$15.9K +371 +3%
S
1022
SignatureFD
Georgia
$629K +$71.6K +1,673 +13%
FWM
1023
Forza Wealth Management
Florida
$629K +$617K +14,425 New
GBT
1024
Grove Bank & Trust
Florida
$629K +$246K +5,755 +66%
NSAM
1025
North Star Asset Management
Wisconsin
$628K -$10.5K -245 -2%

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.