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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
SP
1051
Symmetry Partners
Connecticut
$488K +$127K +2,753 +29%
JWCA
1052
J.W. Cole Advisors
Florida
$486K +$51.7K +1,117 +10%
BFA
1053
BMS Financial Advisors
South Dakota
$485K +$10.6K +229 +2%
MLA
1054
My Legacy Advisors
Oregon
$485K +$161K +3,487 +44%
GFA
1055
Gifford Fong Associates
California
$484K
ACM
1056
AlphaStar Capital Management
North Carolina
$478K +$24.7K +534 +5%
HTC
1057
Haverford Trust Company
Pennsylvania
$475K -$296K -6,401 -35%
CAAS
1058
Capital Asset Advisory Services
Michigan
$473K -$204K -4,403 -27%
BIA
1059
Barry Investment Advisors
Massachusetts
$473K +$54.6K +1,179 +11%
RCA
1060
Resonant Capital Advisors
Wisconsin
$472K -$24.6K -532 -4%
FBC
1061
Fairfield, Bush & Co
Connecticut
$466K -$37.7K -815 -7%
PA
1062
Procyon Advisors
Connecticut
$466K +$102K +2,214 +24%
TFA
1063
Trinity Financial Advisors
Ohio
$465K +$534K +11,535 New
MW
1064
Marcum Wealth
Ohio
$464K -$6.94K -150 -1%
GIA
1065
Gladstone Institutional Advisory
Florida
$464K +$78.1K +1,688 +17%
GWM
1066
Geneos Wealth Management
Colorado
$463K -$1.73M -37,471 -77%
KFGK
1067
Keystone Financial Group (Kentucky)
Kentucky
$463K -$1.53K -33 -0.3%
I
1068
INVST
Indiana
$462K
CAWM
1069
Capital Advisors Wealth Management
Washington
$462K +$530K +11,452 New
BAM
1070
Berkshire Asset Management
Pennsylvania
$460K -$100K -2,171 -16%
SAM
1071
Sawgrass Asset Management
Florida
$458K -$2.08K -45 -0.4%
PIM
1072
Penobscot Investment Management
Massachusetts
$457K -$11.6K -250 -2%
CC
1073
Chicago Capital
Illinois
$457K -$231 -5 -0%
TCM
1074
Telos Capital Management
California
$455K
5L
1075
55I LLC
Massachusetts
$454K +$205K +4,429 +65%

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.