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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
BFO
1226
Boston Family Office
Massachusetts
$306K
CIC
1227
Chase Investment Counsel
Virginia
$306K +$463 +10 +0.1%
RP
1228
Riverbridge Partners
Minnesota
$305K
CG
1229
Corundum Group
Colorado
$304K +$36.9K +797 +12%
CA
1230
Continuum Advisory
Idaho
$303K -$1.9K -41 -0.5%
DWM
1231
Doyle Wealth Management
Florida
$303K +$509 +11 +0.1%
AFG
1232
Allegheny Financial Group
Pennsylvania
$302K +$46 +1 +0%
EP
1233
EPIQ Partners
Minnesota
$302K +$54.2K +1,172 +19%
DMBA
1234
Deseret Mutual Benefit Administrators
Utah
$301K -$60.4K -1,306 -15%
FCA
1235
FLC Capital Advisors
California
$301K +$57K +1,232 +20%
MWM
1236
Mission Wealth Management
California
$300K -$61.1K -1,320 -15%
EFG
1237
Everhart Financial Group
Ohio
$299K -$26.7K -577 -7%
MLFP
1238
MPS Loria Financial Planners
Illinois
$298K -$1.11K -24 -0.3%
LIA
1239
LBMC Investment Advisors
Tennessee
$297K +$1.06K +23 +0.3%
FNA
1240
First National Advisers
Nebraska
$297K +$64.1K +1,386 +23%
PCMF
1241
Private Capital Management (Florida)
Florida
$297K +$341K +7,370 New
FAM
1242
Fenimore Asset Management
New York
$296K
KWM
1243
Kolinsky Wealth Management
New Jersey
$294K -$3.24K -70 -1%
ESBC
1244
E.S. Barr & Co
Kentucky
$294K
AWM
1245
Aevitas Wealth Management
Massachusetts
$294K +$925 +20 +0.3%
RIM
1246
Regent Investment Management
Kentucky
$294K +$20.8K +450 +7%
ACM
1247
Argent Capital Management
Missouri
$293K
CIA
1248
Choate Investment Advisors
Massachusetts
$293K
DWM
1249
Drive Wealth Management
Utah
$293K +$25K +540 +8%
AWM
1250
Accurate Wealth Management
Florida
$293K +$102K +2,202 +47%

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.