We are live on ! Find out more
USB icon

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
PI
526
PFS Investments
Georgia
$3.86M +$248K +4,195 +6%
SEEDPG
527
S.E.E.D. Planning Group
New York
$3.83M -$133K -2,245 -3%
MAM
528
Meeder Asset Management
Ohio
$3.83M -$1.55M -26,172 -28%
SSWM
529
Smith Salley Wealth Management
North Carolina
$3.82M +$104K +1,766 +3%
NMIMC
530
Northwestern Mutual Investment Management Company
Wisconsin
$3.8M +$2.01K +34 +0.1%
ECM
531
Estabrook Capital Management
New York
$3.78M -$63.9K -1,080 -2%
ATFA
532
All Terrain Financial Advisors
Minnesota
$3.75M -$196K -3,320 -5%
EP
533
Edgestream Partners
New Jersey
$3.74M +$3.94M +66,655 New
RWA
534
River Wealth Advisors
Pennsylvania
$3.71M +$135K +2,275 +4%
SG Americas Securities
535
SG Americas Securities
New York
$3.7M -$131K -2,221 -3%
IEFM
536
IQ EQ Fund Management
Ireland
$3.7M -$55.8K -944 -1%
SCP
537
Shorepoint Capital Partners
Massachusetts
$3.68M +$5.15K +87 +0.1%
MTIC
538
Missouri Trust & Investment Company
Missouri
$3.63M +$3.83M +64,719 New
RWM
539
RBA Wealth Management
California
$3.62M +$3.82M +64,524 New
CAC
540
Core Alternative Capital
Georgia
$3.61M +$90.4K +1,528 +2%
Marshall Wace
541
Marshall Wace
United Kingdom
$3.6M -$3.79M -64,047 -50%
Simplex Trading
542
Simplex Trading
Illinois
$3.59M +$3.78M +63,991 New
CCT
543
Capital City Trust
Florida
$3.59M +$60.7K +1,027 +2%
PA
544
Perennial Advisors
New York
$3.59M +$447K +7,551 +13%
Cerity Partners
545
Cerity Partners
New York
$3.58M +$223K +3,777 +6%
UCFA
546
United Capital Financial Advisors
Texas
$3.58M -$344K -5,819 -8%
FNBT
547
FineMark National Bank & Trust
Florida
$3.57M -$42.8K -724 -1%
AA
548
ALPS Advisors
Colorado
$3.56M +$3.75M +63,384 New
LG
549
LaFleur & Godfrey
Michigan
$3.55M -$72K -1,217 -2%
PB
550
Pinnacle Bancorp
Nebraska
$3.54M +$1.15M +19,512 +45%

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.