We are live on ! Find out more
USB icon

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
DAS
1126
Dynamic Advisor Solutions
Arizona
$485K +$79.9K +1,866 +20%
CI
1127
Conning Inc
Connecticut
$485K -$63K -1,472 -12%
CCG
1128
Ceeto Capital Group
Florida
$485K +$471K +11,000 New
TCA
1129
Transcend Capital Advisors
New Jersey
$482K +$69.8K +1,632 +17%
BPC
1130
Banque Pictet & Cie
Switzerland
$482K
IFWM
1131
Institute for Wealth Management
Colorado
$482K +$15.4K +360 +3%
VT
1132
Vise Technologies
New York
$480K +$186K +4,338 +65%
AT
1133
Arden Trust
Delaware
$480K -$788K -18,400 -63%
SC
1134
Steph & Co
Wisconsin
$479K +$31.7K +740 +7%
SCM
1135
Stevens Capital Management
Pennsylvania
$477K +$468K +10,940 New
EWA
1136
Exencial Wealth Advisors
Oklahoma
$476K -$58.5K -1,368 -11%
PWS
1137
Precision Wealth Strategies
Missouri
$475K -$146K -3,405 -24%
PIM
1138
Penobscot Investment Management
Massachusetts
$472K -$21.4K -500 -4%
CW
1139
CreativeOne Wealth
Kansas
$466K +$123K +2,872 +37%
4WM
1140
44 Wealth Management
Oregon
$465K +$2.31K +54 +0.5%
BFA
1141
BMS Financial Advisors
South Dakota
$465K -$58.1K -1,358 -11%
CNC
1142
Canandaigua National Corp
New York
$465K +$5.01K +117 +1%
LRPA
1143
L. Roy Papp & Associates
Arizona
$464K -$8.82K -206 -2%
HNWAG
1144
High Net Worth Advisory Group
Florida
$463K +$352K +8,230 +344%
AIM
1145
Acropolis Investment Management
Missouri
$463K +$28.3K +661 +7%
CC
1146
Courier Capital
New York
$463K
VA
1147
Valmark Advisers
Ohio
$462K -$12.9K -302 -3%
FCA
1148
FLC Capital Advisors
California
$462K +$134K +3,129 +42%
EDRIA
1149
Edmonds Duncan Registered Investment Advisors
Kansas
$462K
WI
1150
Wintrust Investments
Illinois
$461K -$20.4K -477 -4%

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.