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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
MIM
1301
Morningstar Investment Management
Illinois
$319K +$313K +7,322 New
HL
1302
HeadInvest LLC
Maine
$318K -$18.4K -429 -6%
RIM
1303
Regent Investment Management
Kentucky
$318K
OPCM
1304
Osborne Partners Capital Management
California
$317K -$42.4K -991 -12%
MLFP
1305
MPS Loria Financial Planners
Illinois
$317K -$5.18K -121 -2%
AWM
1306
Accurate Wealth Management
Florida
$315K -$4.32K -101 -1%
O
1307
Ossiam
France
$314K -$67.8K -1,583 -18%
CIA
1308
Choate Investment Advisors
Massachusetts
$311K -$6.42K -150 -2%
EFH
1309
Eaton Financial Holdings
Florida
$311K +$305K +7,125 New
HI
1310
Human Investing
Oregon
$311K
WI
1311
Wedgewood Investors
Pennsylvania
$310K +$304K +7,107 New
BFO
1312
Boston Family Office
Massachusetts
$308K -$23K -537 -7%
CWM
1313
Cahaba Wealth Management
Georgia
$307K +$385 +9 +0.1%
WA1
1314
Wimmer Associates 1
California
$307K -$37K -865 -11%
NAM
1315
NTV Asset Management
West Virginia
$306K
WSTAM
1316
Wilbanks Smith & Thomas Asset Management
Virginia
$306K -$326K -7,611 -52%
PFT
1317
Providence First Trust
Arizona
$306K -$5.48K -128 -2%
PAM
1318
Peak Asset Management
Colorado
$303K
Dimensional Fund Advisors
1319
Dimensional Fund Advisors
Texas
$301K +$22.5M +526,580 +8%
AIA
1320
Angeles Investment Advisors
California
$301K +$292K +6,826 New
PWM
1321
Paulson Wealth Management
Illinois
$301K +$6.85K +160 +2%
FNB
1322
Farmers National Bank
Kentucky
$300K -$6.98K -163 -2%
F
1323
F3Logic
Minnesota
$299K -$59.8K -1,397 -17%
GBS
1324
Gallagher Benefit Services
Illinois
$299K +$293K +6,848 New
NFA
1325
Northern Financial Advisors
Michigan
$298K +$292K +6,834 New

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.