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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
CWP
1276
Concord Wealth Partners
Virginia
$338K -$109K -2,548 -25%
EP
1277
EPIQ Partners
Minnesota
$337K +$10.4K +244 +3%
MSWM
1278
McGlone Suttner Wealth Management
Wisconsin
$336K +$330K +7,706 New
PHS
1279
Pekin Hardy Strauss
Illinois
$336K -$15.3K -358 -4%
FMB
1280
Field & Main Bank
Kentucky
$335K -$7.49K -175 -2%
BHPW
1281
Beverly Hills Private Wealth
California
$334K +$328K +7,665 New
AWM
1282
Aevitas Wealth Management
Massachusetts
$334K +$15.5K +363 +5%
CAM
1283
Concorde Asset Management
Michigan
$332K -$71.9K -1,681 -18%
MM
1284
MQS Management
New York
$331K -$69.1K -1,614 -18%
RP
1285
Riverbridge Partners
Minnesota
$329K
FBFS
1286
First Business Financial Services
Wisconsin
$329K +$14.3K +334 +5%
WA
1287
Waverly Advisors
Alabama
$328K +$102K +2,384 +46%
LWCFA
1288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K -$120K -2,815 -27%
AFG
1289
Allegheny Financial Group
Pennsylvania
$327K +$171 +4 +0.1%
FFA
1290
First Foundation Advisors
California
$327K -$39.5K -924 -11%
CAL
1291
Capital Analysts LLC
Pennsylvania
$326K -$42.7K -997 -12%
HR
1292
Hardy Reed
Mississippi
$326K -$6.8K -159 -2%
BBNB
1293
Baker Boyer National Bank
Washington
$325K -$17.6K -411 -5%
PG
1294
Pendal Group
Australia
$325K +$319K +7,447 New
MCCP
1295
Mission Creek Capital Partners
California
$323K +$9.33K +218 +3%
LIA
1296
LBMC Investment Advisors
Tennessee
$323K +$1.16K +27 +0.4%
MIP
1297
Marietta Investment Partners
Wisconsin
$322K -$47.1K -1,100 -13%
SFS
1298
Strategic Financial Services
New York
$321K -$1.3M -30,331 -80%
GIA
1299
Gateway Investment Advisers
Ohio
$321K +$6.21K +145 +2%
CIC
1300
Chase Investment Counsel
Virginia
$319K -$11.8K -276 -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.