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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
TVWM
1551
Tower View Wealth Management
Wisconsin
$20K +$231 +5 +1%
ANBT
1552
American National Bank & Trust
Texas
$20K +$6.11K +132 +36%
ONST
1553
Old North State Trust
North Carolina
$20K +$22.8K +493 New
CWAF
1554
Core Wealth Advisors (Florida)
Florida
$19K +$21.4K +462 New
AAP
1555
Arax Advisory Partners
Colorado
$18K -$165K -3,569 -89%
BFPW
1556
BOK Financial Private Wealth
Colorado
$18K -$13.6K -293 -40%
AWMS
1557
Advocacy Wealth Management Services
Georgia
$18K
GG
1558
Gleason Group
Kentucky
$18K +$20.5K +443 New
HWA
1559
HHM Wealth Advisors
Tennessee
$17K
PSB
1560
Piscataqua Savings Bank
New Hampshire
$17K
CAL
1561
Capital Advisors Ltd
Ohio
$17K +$3.42K +74 +21%
CHA
1562
Carmichael Hill & Associates
Maryland
$16K
GI
1563
Gradient Investments
Minnesota
$16K +$139 +3 +0.8%
EIP
1564
Ellis Investment Partners
Pennsylvania
$16K +$185 +4 +1%
PA
1565
PSI Advisors
Florida
$16K +$185 +4 +1%
NFSG
1566
Newbridge Financial Services Group
Florida
$16K +$14.5K +314 +345%
PP
1567
Paloma Partners
Connecticut
$16K +$18.5K +400 New
EC
1568
EdgeRock Capital
Colorado
$15K +$16.8K +364 New
WTA
1569
Washington Trust Advisors
Massachusetts
$14K
BC
1570
Barrett & Company
Rhode Island
$13.1K +$13.9K +300 New
CJL
1571
Cyrus J. Lawrence
New York
$13K -$23.1K -500 -60%
BCMLT
1572
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K -$4.21K -91 -24%
AFG
1573
Albion Financial Group
Utah
$13K
LS
1574
Leelyn Smith
Illinois
$12K -$75.9K -1,640 -85%
CMA
1575
Cedar Mountain Advisors
Oregon
$12K -$44.4K -960 -77%

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.