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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
AB
1076
Atlas Brown
Kentucky
$453K +$8.05K +174 +2%
DG
1077
DMC Group
Alabama
$452K +$106K +2,283 +27%
PAI
1078
Pittenger & Anderson Inc
Nebraska
$451K
ESCM
1079
Echo Street Capital Management
New York
$447K -$43.8K -947 -8%
WI
1080
Wintrust Investments
Illinois
$446K -$25.5K -552 -5%
BPC
1081
Banque Pictet & Cie
Switzerland
$446K
PFA
1082
Pathway Financial Advisors
Vermont
$445K +$510K +11,027 New
PVH
1083
Psagot Value Holdings
Israel
$444K -$37K -800 -7%
ARMC
1084
American Research & Management Company
Massachusetts
$440K -$9.26K -200 -2%
VA
1085
Valmark Advisers
Ohio
$440K
LJHT
1086
Laurie J. Hall Trustee
$438K
LRPA
1087
L. Roy Papp & Associates
Arizona
$438K
CC
1088
Centiva Capital
New York
$438K +$264K +5,696 +110%
OFG
1089
Oxford Financial Group
Indiana
$436K -$152K -3,293 -23%
ECM
1090
Evergreen Capital Management
Washington
$434K +$202K +4,356 +68%
RWA
1091
Ropes Wealth Advisors
Massachusetts
$432K
TWM
1092
Thrive Wealth Management
Pennsylvania
$432K +$109K +2,348 +28%
IFWM
1093
Institute for Wealth Management
Colorado
$431K
PTC
1094
Petrus Trust Company
Texas
$430K +$494K +10,668 New
CC
1095
Courier Capital
New York
$428K
4WM
1096
44 Wealth Management
Oregon
$428K +$2.13K +46 +0.4%
EDRIA
1097
Edmonds Duncan Registered Investment Advisors
Kansas
$427K
CFA
1098
CWS Financial Advisors
Michigan
$427K +$4.35K +94 +0.9%
UWPG
1099
Ullmann Wealth Partners Group
Florida
$426K -$2.78K -60 -0.6%
SCA
1100
Sage Capital Advisors
South Dakota
$426K

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.