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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
MFG
1401
Menard Financial Group
Texas
$243K
IFG
1402
Independent Financial Group
California
$243K +$238K +5,568 New
UAML
1403
US Asset Management LLC
Pennsylvania
$242K +$237K +5,547 New
PWMAG
1404
Pinnacle Wealth Management Advisory Group
New Jersey
$242K +$237K +5,542 New
NC
1405
NBW Capital
Massachusetts
$242K +$8K +187 +3%
LWP
1406
LMG Wealth Partners
Louisiana
$241K +$218K +5,089 New
DS
1407
DRW Securities
Illinois
$240K +$236K +5,503 New
HCP
1408
Holt Capital Partners
Texas
$240K
PCTC
1409
Perkins Coie Trust Company
Washington
$240K
ZCA
1410
Zeke Capital Advisors
Pennsylvania
$239K -$20.1K -469 -8%
FIM
1411
Fruth Investment Management
Texas
$239K
OWP
1412
Obermeyer Wealth Partners
Colorado
$237K +$14K +328 +6%
OWA
1413
Octavia Wealth Advisors
Ohio
$237K +$11.9K +277 +5%
SAM
1414
Selway Asset Management
$237K +$168K +3,933 +262%
FCA
1415
FinTrust Capital Advisors
South Carolina
$236K -$26.7K -624 -10%
GAB
1416
German American Bancorp
Indiana
$235K -$3.21K -75 -1%
VRS
1417
Virginia Retirement Systems
Virginia
$235K +$231K +5,400 New
AMC
1418
Asset Management Corp
Illinois
$234K +$2.48K +58 +1%
PCA
1419
Personal Capital Advisors
California
$234K -$32.4K -757 -12%
WAM
1420
Walker Asset Management
Missouri
$234K +$229K +5,360 New
MA
1421
MKT Advisors
California
$233K +$212K +4,942 New
SSB
1422
Sandy Spring Bank
Maryland
$232K +$10.9K +254 +5%
PFA
1423
Pure Financial Advisors
California
$232K -$8.3K -194 -4%
MSFS
1424
Main Street Financial Solutions
Pennsylvania
$232K +$228K +5,326 New
GFS
1425
GYL Financial Synergies
Connecticut
$231K -$32.3K -754 -12%

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.