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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
BCPWM
1676
Bradley & Co Private Wealth Management
Florida
$11.5K
CTA
1677
Colonial Trust Advisors
South Carolina
$11.3K +$11.1K +260 New
APW
1678
Acima Private Wealth
Virginia
$11K
WTA
1679
Washington Trust Advisors
Massachusetts
$10.9K -$4.62K -108 -30%
SC
1680
Stephens Consulting
Michigan
$10.1K
RTL
1681
Red Tortoise LLC
Georgia
$10K +$9.84K +230 New
PP
1682
PFS Partners
New Jersey
$9.36K +$128 +3 +1%
TJHA
1683
Thomas J. Herzfeld Advisors
Florida
$8.98K
EBA
1684
Eagle Bay Advisors
New York
$8.76K +$1.63K +38 +23%
CM
1685
Cornerstone Management
Georgia
$8.72K
OCM
1686
Orion Capital Management
California
$8.72K
RFA
1687
Register Financial Advisors
Georgia
$8.35K +$8.18K +191 New
MWM
1688
MinichMacGregor Wealth Management
New York
$7.24K +$7.11K +166 New
EIM
1689
Essex Investment Management
Massachusetts
$7K
WAS
1690
Winch Advisory Services
Wisconsin
$7K +$43 +1 +0.6%
RDIA
1691
RE Dickinson Investment Advisors
Iowa
$7K +$86 +2 +1%
CIM
1692
Contravisory Investment Management
Massachusetts
$6.76K
TC
1693
Truvestments Capital
Florida
$6.76K +$6.63K +155 New
MFT
1694
Moisand Fitzgerald Tamayo
Florida
$6.41K
LF
1695
Lee Financial
Texas
$6.19K +$4.02K +94 +196%
LFA
1696
Legend Financial Advisors
Pennsylvania
$6.06K
FMTCOCP
1697
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K -$1.84K -43 -23%
PPWM
1698
PFG Private Wealth Management
Florida
$6K
IA
1699
IFS Advisors
Kansas
$5.89K
MYAM
1700
Meiji Yasuda Asset Management
Japan
$5.61K +$287K +6,710 +6%

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.