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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
VFM
601
Viking Fund Management
North Dakota
$2.81M +$296K +5,000 +11%
TFO
602
Tarbox Family Office
California
$2.8M -$59 -1 -0%
CIM
603
CCLA Investment Management
United Kingdom
$2.8M
AFIA
604
America First Investment Advisors
Nebraska
$2.79M
LF
605
LifeSteps Financial
California
$2.79M
CANC
606
Culbertson A N & Co
Virginia
$2.77M +$398K +6,736 +16%
TAM
607
Tealwood Asset Management
Minnesota
$2.77M -$173K -2,927 -6%
SCA
608
Strategic Capital Advisers
Colorado
$2.77M +$32.1K +542 +1%
IBOK
609
Independence Bank of Kentucky
Kentucky
$2.77M -$37.4K -633 -1%
AL
610
Aspiriant LLC
California
$2.75M +$1.36M +23,013 +89%
SFS
611
Stiles Financial Services
Minnesota
$2.74M +$2.88M +48,773 New
NPT
612
Nixon Peabody Trust
Massachusetts
$2.74M +$33.8K +571 +1%
TCM
613
Teza Capital Management
Illinois
$2.72M +$2.62M +44,374 +1,113%
Impax Asset Management Group
614
Impax Asset Management Group
United Kingdom
$2.7M +$290K +4,905 +11%
CIG
615
Cairn Investment Group
Washington
$2.7M -$2.96K -50 -0.1%
CC
616
Cannell & Co
New York
$2.69M -$44K -744 -2%
CFMC
617
Curbstone Financial Management Corp
New Hampshire
$2.69M -$7.1K -120 -0.3%
P
618
Pitcairn
Pennsylvania
$2.68M +$49.4K +836 +2%
LA
619
Lindenwold Advisors
Pennsylvania
$2.68M +$2.82M +47,669 New
SFG
620
SNS Financial Group
Minnesota
$2.68M -$66.9K -1,131 -2%
BCA
621
Bray Capital Advisors
Florida
$2.67M -$18.3K -310 -0.6%
ECM
622
Exchange Capital Management
Michigan
$2.65M +$55.7K +941 +2%
CCM
623
Cox Capital Management
Massachusetts
$2.64M +$59.9K +1,012 +2%
AA
624
AlphaMark Advisors
Kentucky
$2.63M
BA
625
Bristlecone Advisors
Washington
$2.63M -$180K -3,047 -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.