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US Bancorp

1,754 hedge funds and large institutions have $59.4B invested in US Bancorp in 2022 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 709 increasing their positions, 632 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 632

11% more call options, than puts

Call options by funds: $304M | Put options by funds: $274M

0.41% more ownership

Funds ownership: 75.45%75.85% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2% less funds holding

Funds holding: 1,7911,754 (-37)

5% less capital invested

Capital invested by funds: $62.7B → $59.4B (-$3.29B)

14% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 127

Holders
1,754
Holders Change
-37
Holders Change %
-2.07%
% of All Funds
27.67%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
109
Increased
709
Reduced
632
Closed
127
Calls
$304M
Puts
$274M
Net Calls
+$29.6M
Net Calls Change
-$50M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
526
Cerity Partners
New York
$3.36M -$30.3K -528 -0.8%
AP
527
Advisor Partners
California
$3.36M +$37.4K +650 +1%
AA
528
ALPS Advisors
Colorado
$3.3M -$77.2K -1,344 -2%
PB
529
Pinnacle Bancorp
Nebraska
$3.3M -$61.4K -1,069 -2%
AI
530
Accredited Investors
Minnesota
$3.3M -$230 -4 -0%
KA
531
Kerrisdale Advisers
Florida
$3.26M
SL
532
Summitry LLC
California
$3.25M -$78.6K -1,367 -2%
UCFA
533
United Capital Financial Advisors
Texas
$3.24M -$159K -2,764 -4%
LG
534
LaFleur & Godfrey
Michigan
$3.24M -$132K -2,289 -4%
KCM
535
Kornitzer Capital Management
Kansas
$3.22M +$350K +6,091 +11%
TFA
536
Teamwork Financial Advisors
Texas
$3.22M +$2.35M +40,929 +209%
Wellington Management Group
537
Wellington Management Group
Massachusetts
$3.21M -$1.26M -21,844 -27%
PGA
538
Portland Global Advisors
Maine
$3.19M -$136K -2,373 -4%
Bessemer Group
539
Bessemer Group
New Jersey
$3.19M +$111K +1,933 +3%
NMIMC
540
Northwestern Mutual Investment Management Company
Wisconsin
$3.19M -$440K -7,649 -11%
AHB
541
Abner Herrman & Brock
New Jersey
$3.18M +$2.67M +46,500 +348%
IA
542
IndexIQ Advisors
New York
$3.17M +$3.43M +59,726 New
CANC
543
Culbertson A N & Co
Virginia
$3.15M +$569K +9,908 +20%
WS
544
Wedbush Securities
California
$3.15M +$67.9K +1,181 +2%
CIA
545
Cascade Investment Advisors
Oregon
$3.14M +$1.36M +23,611 +66%
KFP
546
Keystone Financial Planning
Ohio
$3.12M -$21K -365 -0.6%
PCM
547
Parsons Capital Management
Rhode Island
$3.12M -$28.7K -499 -0.8%
EWM
548
Evercore Wealth Management
New York
$3.1M -$51.7K -900 -2%
CIG
549
Cairn Investment Group
Washington
$3.08M -$5.75K -100 -0.2%
BTWM
550
Baker Tilly Wealth Management
Wisconsin
$3.08M +$1.04M +18,117 +45%

USB Hedge Fund Activity: Q1 2022 in Review

1,754 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2022, worth a combined $59.4B — down 5.2% from $62.7B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of USB and 109 opened new positions — a net loss of 18 holders — while 632 trimmed existing stakes and 709 added.

The largest buyer was Magellan Asset Management, adding an estimated $733M. The largest seller was Massachusetts Financial Services, cutting an estimated $558M.

  • 1,754 institutional investors held US Bancorp (USB) as of Q1 2022, down from 1,791 in Q4 2021.
  • Funds reported $59.4B of US Bancorp stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 109 funds opened new US Bancorp positions in Q1 2022 and 127 closed out, a net change of -18 holders.
  • The largest US Bancorp buyer in Q1 2022 was Magellan Asset Management, an estimated $733M added.
  • The largest US Bancorp seller in Q1 2022 was Massachusetts Financial Services, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2022.