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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
IIM
551
Intact Investment Management
Quebec, Canada
$3.52M
AP
552
Advisor Partners
California
$3.52M -$386K -6,527 -9%
PGA
553
Portland Global Advisors
Maine
$3.51M -$443K -7,489 -11%
SL
554
Summitry LLC
California
$3.51M -$22.4K -379 -0.6%
GWM
555
Geneos Wealth Management
Colorado
$3.5M -$36.6K -619 -1%
AI
556
Accredited Investors
Minnesota
$3.48M +$3.02K +51 +0.1%
QC
557
Quadrature Capital
United Kingdom
$3.47M +$3.65M +61,762 New
KA
558
Kerrisdale Advisers
Florida
$3.45M
EWM
559
Evercore Wealth Management
New York
$3.33M -$39.5K -667 -1%
KFP
560
Keystone Financial Planning
Ohio
$3.32M -$568K -9,611 -14%
PCM
561
Parsons Capital Management
Rhode Island
$3.32M -$65.7K -1,111 -2%
SJIA
562
St. James Investment Advisors
New York
$3.31M +$3.46M +58,448 New
CG
563
Caprock Group
Idaho
$3.3M +$175K +2,963 +5%
TWM
564
Tradition Wealth Management
Minnesota
$3.27M -$49.3K -833 -1%
Bessemer Group
565
Bessemer Group
New Jersey
$3.26M +$512K +8,655 +17%
WS
566
Wedbush Securities
California
$3.26M -$96.2K -1,627 -3%
NA
567
NewEdge Advisors
Louisiana
$3.26M +$1.02M +17,319 +43%
CCM
568
Coldstream Capital Management
Washington
$3.24M +$357K +6,042 +12%
LCM
569
Liberty Capital Management
Michigan
$3.23M -$277K -4,690 -8%
ICG
570
InterOcean Capital Group
Tennessee
$3.22M
CCP
571
Corient Capital Partners
California
$3.18M +$3.13K +53 +0.1%
HWM
572
HB Wealth Management
Georgia
$3.17M +$3.34M +56,506 New
SCM
573
Schnieders Capital Management
California
$3.17M +$124K +2,099 +4%
KS
574
Karpas Strategies
Connecticut
$3.15M +$20.7K +350 +0.6%
KA
575
KLCM Advisors
Wisconsin
$3.14M -$24.7K -418 -0.7%

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.