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US Bancorp
USB

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: 1,677 → 1,791 (+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: 50 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$248M
2
Millennium Management
Millennium Management
New York
+$132M
3
Ameriprise
Ameriprise
Minnesota
+$129M
4
State Street
State Street
Massachusetts
+$109M
5
BlackRock
BlackRock
New York
+$106M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$221M
2
Invesco
Invesco
Georgia
-$138M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$116M
4
Holocene Advisors
Holocene Advisors
New York
-$92.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$85.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$499M -$47.9M -809,110 -8%
ClearBridge Investments
27
ClearBridge Investments
New York
$488M -$47.8M -808,675 -9%
Capital Research Global Investors
28
Capital Research Global Investors
California
$416M -$68.4K -1,157 -0%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$392M – – –
MPI
30
Mairs & Power Inc
Minnesota
$378M +$12M +202,562 +3%
Invesco
31
Invesco
Georgia
$369M -$138M -2,326,926 -26%
Morgan Stanley
32
Morgan Stanley
New York
$364M +$33.6M +567,364 +10%
Fidelity International
33
Fidelity International
Bermuda
$358M +$9.29M +157,030 +3%
UBS AM
34
UBS AM
Illinois
$357M +$2.97M +50,229 +0.8%
Barclays
35
Barclays
United Kingdom
$354M +$42.8M +723,264 +13%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$333M +$35.2M +594,489 +11%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$311M +$1.96M +33,199 +0.6%
PPA
38
Parametric Portfolio Associates
Washington
$290M +$6.51M +110,063 +2%
Goldman Sachs
39
Goldman Sachs
New York
$281M -$221M -3,737,640 -43%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$281M +$4.74M +80,167 +2%
YAM
41
Yacktman Asset Management
Texas
$267M +$2.65M +44,753 +1%
CP
42
Coho Partners
Pennsylvania
$266M -$20.2M -340,725 -7%
Primecap Management
43
Primecap Management
California
$261M -$7.04M -119,100 -3%
BG
44
Bahl & Gaynor
Ohio
$228M -$8.01M -135,433 -3%
American Century Companies
45
American Century Companies
Missouri
$221M -$54.9M -928,269 -19%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$219M -$12.8M -215,835 -5%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$211M +$8.41M +142,204 +4%
UBS Group
48
UBS Group
Switzerland
$211M -$31.2M -527,246 -12%
Deutsche Bank
49
Deutsche Bank
Germany
$208M -$9.7M -164,051 -4%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$206M +$76.9M +1,299,437 +55%
1
2
3 4 5

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.