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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
WPC
1026
White Pine Capital
Minnesota
$628K +$25.7K +600 +4%
PAG
1027
Powers Advisory Group
Illinois
$626K +$37.5K +876 +7%
LAM
1028
L2 Asset Management
Massachusetts
$624K -$211K -4,923 -26%
ADL
1029
Asset Dedication LLC
California
$623K -$51K -1,192 -8%
BBNA
1030
Bremer Bank National Association
Minnesota
$620K -$41K -959 -6%
WTC
1031
WhitTier Trust Company
Nevada
$619K -$13.1K -307 -2%
PA
1032
Pinnacle Associates
New York
$617K +$27.6K +645 +5%
ZF
1033
Zhang Financial
Michigan
$616K -$15.8K -368 -3%
TFS
1034
Thoroughbred Financial Services
Tennessee
$616K +$45.5K +1,064 +8%
LWM
1035
Ledge Wealth Management
Minnesota
$616K +$605K +14,128 New
SXL
1036
Summit X LLC
Missouri
$616K -$642 -15 -0.1%
PA
1037
Procyon Advisors
Connecticut
$615K +$109K +2,548 +22%
SFP
1038
Sweet Financial Partners
Minnesota
$614K +$173K +4,053 +40%
FAG
1039
Fortitude Advisory Group
Washington
$612K -$385 -9 -0.1%
GWM
1040
Geneos Wealth Management
Colorado
$610K +$106K +2,487 +22%
CPIG
1041
Chicago Partners Investment Group
Illinois
$608K -$11K -257 -2%
JMFC
1042
J.M. Forbes & Co
Massachusetts
$605K
CWM
1043
Concentric Wealth Management
California
$603K -$16.7K -390 -3%
BI
1044
Berkeley Inc
Idaho
$603K +$16.7K +390 +3%
MRCM
1045
M&R Capital Management
New Jersey
$601K -$18.5K -432 -3%
WPA
1046
West Paces Advisors
Georgia
$590K +$29.6K +691 +5%
VCM
1047
Vivaldi Capital Management
Illinois
$590K -$1.75K -41 -0.3%
SCM
1048
Saber Capital Management
North Carolina
$590K +$579K +13,520 New
AWE
1049
Avidian Wealth Enterprises
Texas
$589K -$28.9K -675 -5%
IFA
1050
Interactive Financial Advisors
Illinois
$587K

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.