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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
OWP
1376
Obermeyer Wealth Partners
Colorado
$206K -$11.8K -254 -5%
KFP
1377
KMG Fiduciary Partners
Ohio
$206K -$4.26K -92 -2%
FFMBT
1378
First Farmers & Merchants Bank Trust
Tennessee
$206K
GWANC
1379
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$234K +5,060 New
PAM
1380
Paradigm Asset Management
New York
$206K -$37K -800 -14%
Kovitz Investment Group Partners
1381
Kovitz Investment Group Partners
Illinois
$205K -$434K -9,378 -65%
Q
1382
QVR
California
$205K -$5.51K -119 -2%
NB
1383
Nicolet Bankshares
Wisconsin
$205K
SSB
1384
Sandy Spring Bank
Maryland
$205K
MWP
1385
MYCIO Wealth Partners
Pennsylvania
$204K
TBA
1386
Tower Bridge Advisors
Pennsylvania
$204K -$23.1K -500 -9%
NFC
1387
Northeast Financial Consultants
Connecticut
$203K +$1.02K +22 +0.4%
HCA
1388
Hyperion Capital Advisors
New York
$202K
TB
1389
Terril Brothers
Missouri
$202K
TNBTD
1390
Trustmark National Bank Trust Department
Mississippi
$202K +$16.4K +355 +8%
PCS
1391
Personal CFO Solutions
New Jersey
$201K -$6.62K -143 -3%
PCMK
1392
Paragon Capital Management (Kansas)
Kansas
$201K
FWM
1393
Focused Wealth Management
New York
$197K +$324 +7 +0.1%
GWS
1394
Glassman Wealth Services
Virginia
$195K +$17.4K +375 +8%
TWA
1395
TCI Wealth Advisors
Arizona
$188K -$602 -13 -0.3%
TIA
1396
Tiemann Investment Advisors
California
$188K +$1.16K +25 +0.5%
ECG
1397
Edge Capital Group
Georgia
$188K +$202K +4,373 +1,458%
MWC
1398
MBM Wealth Consultants
Missouri
$186K
AA
1399
AlphaMark Advisors
Kentucky
$183K +$46.3K +1,000 +28%
EDRH
1400
Edmond de Rothschild Holding
Switzerland
$180K -$97.1K -2,098 -32%

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.