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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
LA
601
Legacy Advisors
Pennsylvania
$2.56M +$2.74M +47,750 New
JC
602
JB Capital
Connecticut
$2.56M +$143K +2,490 +5%
CC
603
Cannell & Co
New York
$2.53M -$18.2K -316 -0.7%
SCA
604
Strategic Capital Advisers
Colorado
$2.51M -$116K -2,015 -4%
ECM
605
Exchange Capital Management
Michigan
$2.49M -$16.7K -290 -0.6%
MIS
606
Morningstar Investment Services
Illinois
$2.47M +$72.7K +1,266 +3%
CA
607
Claris Advisors
Missouri
$2.47M +$10.6K +185 +0.4%
MCM
608
MAI Capital Management
Ohio
$2.46M +$668K +11,622 +34%
WIM
609
Wittenberg Investment Management
Massachusetts
$2.45M -$365K -6,350 -12%
MP
610
McDonald Partners
Ohio
$2.44M +$2.64M +45,911 +90,022%
IWP
611
Icon Wealth Partners
Texas
$2.44M +$72.7K +1,266 +3%
BA
612
Bristlecone Advisors
Washington
$2.43M -$59K -1,027 -2%
NPT
613
Nixon Peabody Trust
Massachusetts
$2.43M -$176K -3,055 -6%
PRWA
614
Platte River Wealth Advisors
Colorado
$2.42M
FCT
615
First Community Trust
Iowa
$2.42M -$26.3K -457 -1%
CAM
616
Carret Asset Management
New York
$2.42M -$11K -191 -0.4%
SSWM
617
Sheets Smith Wealth Management
North Carolina
$2.41M -$75.4K -1,312 -3%
SFG
618
SNS Financial Group
Minnesota
$2.4M -$139K -2,420 -5%
LFA
619
Legacy Financial Advisors
Kentucky
$2.4M +$517 +9 +0%
LDB
620
Lee, Danner & Bass
Tennessee
$2.38M +$721K +12,550 +39%
IVP
621
Intrinsic Value Partners
Arizona
$2.38M -$59.2K -1,030 -2%
WIS
622
Wright Investors Service
Connecticut
$2.37M +$138K +2,397 +6%
MCM
623
Marathon Capital Management
Maryland
$2.36M -$12.9K -225 -0.5%
IIM
624
Intact Investment Management
Quebec, Canada
$2.36M -$1.05M -18,300 -29%
BRM
625
Boston Research & Management
Massachusetts
$2.35M -$71.8K -1,250 -3%

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.