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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
HCM
1576
Highlander Capital Management
New Jersey
$61K
SAM
1577
S.A. Mason
Michigan
$60.4K -$10.7K -250 -15%
JWA
1578
JFS Wealth Advisors
Pennsylvania
$60.2K -$1.28K -30 -2%
BBPWM
1579
Blue Bell Private Wealth Management
Pennsylvania
$57.7K
OCM
1580
Osterweis Capital Management
California
$57.1K
DWP
1581
Destiny Wealth Partners
Florida
$56.3K
HDIM
1582
Hanson & Doremus Investment Management
Vermont
$55K
AAG
1583
Armstrong Advisory Group
Massachusetts
$54.8K +$53.8K +1,256 New
BWA
1584
BDO Wealth Advisors
Florida
$54.5K -$15K -350 -22%
SIS
1585
Sound Income Strategies
Florida
$54.5K +$6.63K +155 +14%
TC
1586
Trust Company
Kansas
$54K -$984 -23 -2%
TFS
1587
TrustCore Financial Services
Tennessee
$53.1K
IAIM
1588
Industrial Alliance Investment Management
Quebec, Canada
$53K -$168K -3,925 -76%
MSFP
1589
Mark Sheptoff Financial Planning
Connecticut
$52.3K
TIM
1590
Tortoise Investment Management
New York
$50.8K -$4.75K -111 -9%
LS
1591
Leelyn Smith
Illinois
$50.2K +$36.4K +850 +283%
BAM
1592
Bellevue Asset Management
Washington
$49.5K +$214 +5 +0.4%
TSWM
1593
Tyler-Stone Wealth Management
Ohio
$49K +$8.56K +200 +22%
VCM
1594
Versant Capital Management
Arizona
$48.9K -$556 -13 -1%
LS
1595
Livforsakringsbolaget Skandia
Sweden
$48.8K
BCM
1596
Blume Capital Management
California
$48.1K -$38.5K -900 -45%
PMFA
1597
Plante Moran Financial Advisors
Michigan
$46.1K +$171 +4 +0.4%
BIA
1598
Bell Investment Advisors
California
$46.1K +$6.89K +161 +18%
VWM
1599
Valley Wealth Managers
New Jersey
$44.2K -$79.8K -1,865 -65%
UOTTAIMCU
1600
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44K +$42.8K +1,000 New

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.