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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
AWM
1101
Axxcess Wealth Management
California
$519K -$271K -6,334 -35%
NHT
1102
New Hampshire Trust
New Hampshire
$519K +$509K +11,898 New
KFGK
1103
Keystone Financial Group (Kentucky)
Kentucky
$518K +$17.4K +406 +4%
DG
1104
DMC Group
Alabama
$516K +$29.9K +698 +6%
OFG
1105
Oxford Financial Group
Indiana
$513K +$40.9K +955 +9%
GP
1106
Greenline Partners
New York
$511K -$98.4K -2,300 -16%
KFA
1107
Krane Funds Advisors
New York
$511K +$78.7K +1,839 +19%
JDR
1108
Jay D. Rosenbaum
$511K -$81.2K -1,897 -14%
WDG
1109
Wealth Dimensions Group
Ohio
$510K -$30.4K -711 -6%
BFC
1110
Bedel Financial Consulting
Indiana
$508K
BWP
1111
Baldwin Wealth Partners
Massachusetts
$507K +$454K +10,614 +1,052%
GIA
1112
Gladstone Institutional Advisory
Florida
$507K +$4.32K +101 +0.9%
WDC
1113
Woodward Diversified Capital
California
$502K -$137K -3,211 -22%
SS
1114
Sunbelt Securities
Texas
$499K +$44.6K +1,043 +10%
CFAM
1115
Center For Asset Management
Florida
$499K +$93.7K +2,190 +24%
TCM
1116
Telos Capital Management
California
$495K +$2.57K +60 +0.5%
CC
1117
Chicago Capital
Illinois
$495K
BAM
1118
Berkshire Asset Management
Pennsylvania
$494K -$2.78K -65 -0.6%
RCA
1119
Resonant Capital Advisors
Wisconsin
$492K -$17.5K -409 -4%
AB
1120
Atlas Brown
Kentucky
$491K +$342 +8 +0.1%
FBC
1121
Fairfield, Bush & Co
Connecticut
$489K -$14.3K -335 -3%
LL
1122
LPWM LLC
Minnesota
$488K
HTC
1123
Haverford Trust Company
Pennsylvania
$488K -$25.7K -600 -5%
MHS
1124
M Holdings Securities
Oregon
$486K -$71.5K -1,671 -13%
GLR
1125
Great Lakes Retirement
Ohio
$486K +$472K +11,022 New

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.