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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
SHFA
1176
SS&H Financial Advisors
Michigan
$437K
PWPS
1177
Pinnacle Wealth Planning Services
Ohio
$435K -$6.08K -142 -1%
BFM
1178
Boothbay Fund Management
New York
$435K -$177K -4,142 -29%
BWA
1179
Burt Wealth Advisors
Maryland
$435K
MWM
1180
Meridian Wealth Management
Kentucky
$433K +$52.6K +1,229 +14%
APA
1181
Astoria Portfolio Advisors
New York
$433K +$21.8K +510 +6%
AC
1182
Asio Capital
Kentucky
$432K
VCM
1183
Vision Capital Management
Oregon
$429K
SFB
1184
STAR Financial Bank
Indiana
$425K +$417K +9,749 New
CIC
1185
Crawford Investment Counsel
Georgia
$423K +$3.55K +83 +0.9%
MCI
1186
McDonald Capital Investors
California
$421K
RFN
1187
RDA Financial Network
Iowa
$420K +$1.5K +35 +0.4%
WCM
1188
Weik Capital Management
Pennsylvania
$419K
AAM
1189
Auxier Asset Management
Oregon
$416K
PFA
1190
Pathway Financial Advisers
Indiana
$415K +$407K +9,505 New
ACA
1191
Aptus Capital Advisors
Alabama
$413K -$1.33K -31 -0.3%
FIB
1192
First Interstate Bank
Montana
$413K -$11K -258 -3%
CISOA
1193
Capital Investment Services of America
Wisconsin
$411K -$6.42K -150 -2%
CB
1194
Cadence Bank
Mississippi
$411K +$899 +21 +0.2%
BFG
1195
Berger Financial Group
Minnesota
$410K +$69.5K +1,623 +21%
BAM
1196
Baldrige Asset Management
Pennsylvania
$409K
AMG
1197
Advisors Management Group
Wisconsin
$409K +$5.18K +121 +1%
AT
1198
American Trust
Kentucky
$407K -$196K -4,585 -33%
LSV Asset Management
1199
LSV Asset Management
Illinois
$406K -$214K -5,000 -35%
CSB
1200
City State Bank
Iowa
$405K -$2.31K -54 -0.6%

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.