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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
CNBTD
1601
Citizens National Bank Trust Department
Mississippi
$6K
CIM
1602
Contravisory Investment Management
Massachusetts
$6K
EIM
1603
Essex Investment Management
Massachusetts
$6K
WAS
1604
Winch Advisory Services
Wisconsin
$6K +$93 +2 +1%
MFT
1605
Moisand Fitzgerald Tamayo
Florida
$6K +$6.8K +147 New
LFA
1606
Legend Financial Advisors
Pennsylvania
$5.6K +$6.43K +139 New
IA
1607
IFS Advisors
Kansas
$5K
PPWM
1608
PFG Private Wealth Management
Florida
$5K
WWMSC
1609
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$46 +1 +0.9%
TCWA
1610
Ten Capital Wealth Advisors
Washington
$5K +$787 +17 +18%
HGERS
1611
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5.78K +125 New
TF
1612
Tompkins Financial
New York
$5K +$6.02K +130 New
WWP
1613
WR Wealth Planners
Missouri
$4.03K
NF
1614
Norwood Financial
Pennsylvania
$4K
PFA
1615
Professional Financial Advisors
Nebraska
$4K
WAM
1616
Worth Asset Management
Texas
$4K
HCM
1617
Horrell Capital Management
Arkansas
$4K +$93 +2 +2%
AWM
1618
Abound Wealth Management
Tennessee
$3.93K +$4.49K +97 New
PI
1619
PFS Investments
Georgia
$3.47K +$260K +5,611 +7%
SC
1620
Sierra Capital
Florida
$3K -$60.6K -1,310 -94%
HBW
1621
Hazlett, Burt & Watson
West Virginia
$3K -$1.85K -40 -32%
GAG
1622
Goodman Advisory Group
Massachusetts
$3K
TFA
1623
Toth Financial Advisory
Virginia
$3K +$1.11K +24 +59%
SIC
1624
SJS Investment Consulting
Ohio
$3K +$3.1K +67 New
MBFW
1625
Morton Brown Family Wealth
Pennsylvania
$3K +$3.89K +84 New

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.