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US Bancorp

1,791 hedge funds and large institutions have $62.7B invested in US Bancorp in 2021 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 694 increasing their positions, 568 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 100

23% more call options, than puts

Call options by funds: $420M | Put options by funds: $340M

22% more repeat investments, than reductions

Existing positions increased: 694 | Existing positions reduced: 568

7% more funds holding

Funds holding: 1,6771,791 (+114)

0.47% more ownership

Funds ownership: 74.98%75.45% (+0.47%)

5% less capital invested

Capital invested by funds: $66B → $62.7B (-$3.32B)

24% less funds holding in top 10

Funds holding in top 10: 5038 (-12)

Holders
1,791
Holders Change
+114
Holders Change %
+6.8%
% of All Funds
27.56%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.58%
New
239
Increased
694
Reduced
568
Closed
100
Calls
$420M
Puts
$340M
Net Calls
+$79.6M
Net Calls Change
+$92.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PTB
426
Pioneer Trust Bank
Oregon
$5.97M +$451K +7,625 +8%
CSWM
427
Cassady Schiller Wealth Management
Ohio
$5.96M +$6.28M +106,137 New
V
428
Veritable
Delaware
$5.96M -$29.9K -505 -0.5%
Group One Trading
429
Group One Trading
Illinois
$5.88M +$6.2M +104,747 New
CWM
430
Chronos Wealth Management
Florida
$5.87M +$64.4K +1,089 +1%
MCP
431
Martin Capital Partners
Oregon
$5.86M -$284K -4,801 -4%
MCM
432
Monarch Capital Management
Indiana
$5.85M +$59.9K +1,013 +1%
PIM
433
Perpetual Investment Management
Australia
$5.84M +$295K +4,991 +5%
WAM
434
WealthTrust Asset Management
Florida
$5.79M +$1.72M +29,151 +39%
DILIC
435
Dai-ichi Life Insurance Company
Japan
$5.79M
DIA
436
Dean Investment Associates
Ohio
$5.77M +$495K +8,371 +9%
MSRPS
437
Maryland State Retirement & Pension System
Maryland
$5.75M
BWL
438
Bogart Wealth LLC
Virginia
$5.7M +$390K +6,592 +7%
AIS
439
AM Investment Strategies
Tennessee
$5.7M +$15.4K +260 +0.3%
BAM
440
Blueshift Asset Management
New Jersey
$5.65M +$629K +10,633 +12%
HA
441
Hamel Associates
New Jersey
$5.64M +$489K +8,270 +9%
TRSOTSOK
442
Teachers Retirement System of the State of Kentucky
Kentucky
$5.59M -$320K -5,408 -5%
BMSSC
443
B. Metzler seel. Sohn & Co
Germany
$5.57M +$891K +15,068 +18%
KBC Group
444
KBC Group
Belgium
$5.5M -$18.1M -306,020 -76%
PP
445
Paloma Partners
Connecticut
$5.48M +$5.77M +97,608 New
CG
446
Colony Group
Massachusetts
$5.42M -$561K -9,493 -9%
SC
447
Schulhoff & Co
Ohio
$5.42M -$20.2K -341 -0.4%
AC
448
Alley Company
Illinois
$5.33M +$219K +3,709 +4%
WSFS
449
Wilmington Savings Fund Society
Delaware
$5.27M -$79.1K -1,338 -1%
EHC
450
Everett Harris & Co
California
$5.21M -$34K -575 -0.6%

USB Hedge Fund Activity: Q4 2021 in Review

1,791 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2021, worth a combined $62.7B — down 5% from $66B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new USB positions and 100 closed out — a net gain of 139 holders — while 694 added to existing stakes and 568 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $248M. The largest seller was Goldman Sachs, cutting an estimated $221M.

  • 1,791 institutional investors held US Bancorp (USB) as of Q4 2021, up from 1,677 in Q3 2021.
  • Funds reported $62.7B of US Bancorp stock for Q4 2021, down 5% quarter-over-quarter.
  • 239 funds opened new US Bancorp positions in Q4 2021 and 100 closed out, a net change of +139 holders.
  • The largest US Bancorp buyer in Q4 2021 was JP Morgan Chase, an estimated $248M added.
  • The largest US Bancorp seller in Q4 2021 was Goldman Sachs, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2021.