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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
KIA
1251
KLR Investment Advisors
Rhode Island
$359K +$348K +8,136 New
RWM
1252
Ritholtz Wealth Management
New York
$357K -$350K -8,182 -50%
T
1253
TOBAM
France
$355K +$68.4K +1,599 +24%
BDFN
1254
Bond & Devick Financial Network
Minnesota
$354K
BWM
1255
BNC Wealth Management
Oregon
$354K +$1.2K +28 +0.3%
FNA
1256
First National Advisers
Nebraska
$353K +$30.6K +716 +10%
LWANC
1257
Laurel Wealth Advisors (North Carolina)
North Carolina
$352K
TCMP
1258
Thrive Capital Management (Pennsylvania)
Pennsylvania
$352K +$78.3K +1,829 +29%
FCH
1259
Freestone Capital Holdings
Washington
$352K -$54.8K -1,280 -14%
EIG
1260
Ellenbecker Investment Group
Wisconsin
$351K +$120K +2,798 +53%
DWM
1261
Drive Wealth Management
Utah
$351K +$33K +771 +11%
GJIA
1262
Glass Jacobson Investment Advisors
Maryland
$350K +$344K +8,033 New
LFA
1263
Laraway Financial Advisors
Minnesota
$349K
CFFP
1264
Center for Financial Planning
Michigan
$348K
CG
1265
Corundum Group
Colorado
$347K +$18.3K +428 +6%
MWC
1266
MBM Wealth Consultants
Missouri
$347K +$138K +3,226 +72%
FHC
1267
First Heartland Consultants
Missouri
$346K +$340K +7,939 New
AUB
1268
Atlantic Union Bankshares
Virginia
$346K
SCM
1269
Sebold Capital Management
Illinois
$346K +$339K +7,925 New
CA
1270
Continuum Advisory
Idaho
$345K +$17.7K +413 +6%
PAI
1271
Pittenger & Anderson Inc
Nebraska
$343K -$141K -3,300 -30%
LC
1272
Lincoln Capital
Nebraska
$343K
JWM
1273
Jeppson Wealth Management
California
$343K +$60.3K +1,409 +22%
DCM
1274
Dupont Capital Management
Delaware
$343K +$220K +5,130 +188%
SMH
1275
Sanders Morris Harris
Texas
$338K

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.