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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
SFO
1326
Stokes Family Office
Louisiana
$298K -$157K -3,659 -35%
WG
1327
Welch Group
Alabama
$298K -$50.6K -1,183 -15%
APWM
1328
Argonautica Private Wealth Management
Massachusetts
$297K +$291K +6,810 New
HC
1329
Hamilton Capital
Ohio
$297K +$291K +6,807 New
CFG
1330
Cooper Financial Group
California
$294K +$33.9K +791 +13%
IHL
1331
Investment House LLC
California
$293K +$5.35K +125 +2%
JFA
1332
JNBA Financial Advisors
Minnesota
$293K
BB
1333
Bell Bank
North Dakota
$293K +$4.92K +115 +2%
MW
1334
Marcum Wealth
Ohio
$289K -$209K -4,872 -42%
CRIG
1335
Charter Research & Investment Group
Connecticut
$288K
SWM
1336
Sculati Wealth Management
Michigan
$288K
WPC
1337
Wedmont Private Capital
Pennsylvania
$288K +$266K +6,216 New
PCS
1338
Personal CFO Solutions
New Jersey
$288K +$69.3K +1,620 +33%
CP
1339
Covenant Partners
Tennessee
$285K +$280K +6,546 New
CFP
1340
Catalyst Financial Partners
Massachusetts
$284K +$279K +6,521 New
CBTWT
1341
Community Bank & Trust (Waco, Texas)
Texas
$284K
NCM
1342
Northwest Capital Management
Oregon
$284K +$278K +6,501 New
CSPAM
1343
Cary Street Partners Asset Management
Virginia
$283K -$12.6K -294 -4%
MWM
1344
Mission Wealth Management
California
$282K -$41.9K -980 -13%
PO
1345
Private Ocean
California
$280K -$2.05K -48 -0.7%
CPA
1346
Capital Performance Advisors
California
$280K
AIA
1347
Alera Investment Advisors
Illinois
$279K -$11.3K -265 -4%
BWP
1348
BSW Wealth Partners
Colorado
$277K +$4.84K +113 +2%
EFG
1349
Everhart Financial Group
Ohio
$275K -$46.5K -1,087 -15%
WW
1350
Westshore Wealth
California
$275K -$4.28K -100 -2%

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.