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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
HFS
1576
HBC Financial Services
Washington
$12K -$13.9K -300 -50%
IWP
1577
IAG Wealth Partners
Wisconsin
$12K -$1.2K -26 -8%
CC
1578
Corsicana & Co
Texas
$12K
TSW
1579
Thompson Siegel & Walmsley
Virginia
$12K
FCG
1580
Financial Connections Group
California
$12K +$278 +6 +2%
BCPWM
1581
Bradley & Co Private Wealth Management
Florida
$11K
CWM
1582
Cedar Wealth Management
California
$11K
TFP
1583
Tilia Fiduciary Partners
North Carolina
$11K
GWMI
1584
Guardian Wealth Management (Illinois)
Illinois
$11K +$139 +3 +1%
APW
1585
Acima Private Wealth
Virginia
$10.2K
Nomura Holdings
1586
Nomura Holdings
Japan
$10K -$31.8K -688 -74%
GWSG
1587
GPS Wealth Strategies Group
Colorado
$10K
WB
1588
Webster Bank
Connecticut
$10K
SC
1589
Stephens Consulting
Michigan
$9.31K +$3.93K +85 +58%
S
1590
Surevest
California
$9K -$1.8K -39 -16%
SWM
1591
Selective Wealth Management
Virginia
$9K +$1.11K +24 +12%
PP
1592
PFS Partners
New Jersey
$8.55K +$93 +2 +1%
CM
1593
Cornerstone Management
Georgia
$8.06K -$10.6K -229 -53%
AIM
1594
Anchor Investment Management
South Carolina
$8.06K
OCM
1595
Orion Capital Management
California
$8K -$9.26K -200 -50%
FMTCOCP
1596
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
TJHA
1597
Thomas J. Herzfeld Advisors
Florida
$8K +$4.35K +94 +84%
RG
1598
Retirement Group
California
$7K -$434K -9,375 -98%
RDIA
1599
RE Dickinson Investment Advisors
Iowa
$7K +$46 +1 +0.6%
EBA
1600
Eagle Bay Advisors
New York
$6K -$16.8K -362 -69%

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.