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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
CA
1801
Capitolis Advisors
New York
-$220K -5,461 Closed
LIM
1802
Loudon Investment Management
New Hampshire
-$219K -5,435 Closed
Q
1803
QVR
California
-$205K -5,091 Closed
Kovitz Investment Group Partners
1804
Kovitz Investment Group Partners
Illinois
-$205K -5,088 Closed
PCMK
1805
Paragon Capital Management (Kansas)
Kansas
-$201K -4,990 Closed
TIA
1806
Tiemann Investment Advisors
California
-$188K -4,655 Closed
GJIC
1807
Gamble Jones Investment Counsel
California
-$149K -3,691 Closed
FMP
1808
Financial Management Professionals
Texas
-$145K -3,590 Closed
HI
1809
Hudock Inc
Pennsylvania
-$141K -3,514 Closed
WB
1810
West Bancorporation
Iowa
-$119K -2,954 Closed
ODG
1811
O'Dell Group
Ohio
-$115K -2,843 Closed
EW
1812
Evoke Wealth
California
-$101K -2,468 Closed
TIM
1813
Tevis Investment Management
Texas
-$62K -1,533 Closed
IAMOG
1814
Investors Asset Management of Georgia
Georgia
-$56K -1,400 Closed
CG
1815
Cutler Group
California
-$47.3K -1,105 Closed
M1FG
1816
Mach-1 Financial Group
Arkansas
-$26K -661 Closed
GG
1817
Gleason Group
Kentucky
-$18K -443 Closed
AWMS
1818
Advocacy Wealth Management Services
Georgia
-$18K -426 Closed
EIP
1819
Ellis Investment Partners
Pennsylvania
-$16K -404 Closed
EC
1820
EdgeRock Capital
Colorado
-$15K -364 Closed
IWP
1821
IAG Wealth Partners
Wisconsin
-$12K -305 Closed
FCG
1822
Financial Connections Group
California
-$12.5K -292 -98%
GWSG
1823
GPS Wealth Strategies Group
Colorado
-$10K -259 Closed
SWM
1824
Selective Wealth Management
Virginia
-$9K -224 Closed
CNBTD
1825
Citizens National Bank Trust Department
Mississippi
-$6K -159 Closed

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.