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US Bancorp
USB

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: 1,677 → 1,791 (+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: 50 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$248M
2
Millennium Management
Millennium Management
New York
+$132M
3
Ameriprise
Ameriprise
Minnesota
+$129M
4
State Street
State Street
Massachusetts
+$109M
5
BlackRock
BlackRock
New York
+$106M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$221M
2
Invesco
Invesco
Georgia
-$138M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$116M
4
Holocene Advisors
Holocene Advisors
New York
-$92.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$85.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Twin Tree Management
626
Twin Tree Management
Texas
$2.62M +$2.76M +46,709 New
SSWM
627
Sheets Smith Wealth Management
North Carolina
$2.62M -$80.1K -1,355 -3%
CA
628
Claris Advisors
Missouri
$2.6M +$2.74M +46,352 New
SFS
629
Strategic Financial Services
New York
$2.6M -$50.7K -857 -2%
PTC
630
Private Trust Company
Ohio
$2.59M -$156K -2,643 -5%
FCT
631
First Community Trust
Iowa
$2.58M +$2.72M +46,016 New
IA
632
Icon Advisers
Colorado
$2.58M – – –
PSC
633
Prentiss Smith & Co
Vermont
$2.58M -$17.7K -300 -0.6%
FAIM
634
Financial Advocates Investment Management
Washington
$2.57M +$2.46M +41,543 +421%
NRCM
635
North Reef Capital Management
California
$2.57M +$2.71M +45,780 New
IVP
636
Intrinsic Value Partners
Arizona
$2.57M +$2.7M +45,709 New
CAM
637
Carret Asset Management
New York
$2.56M -$163K -2,750 -6%
JC
638
JB Capital
Connecticut
$2.56M +$106K +1,786 +4%
BRM
639
Boston Research & Management
Massachusetts
$2.56M – – –
LFA
640
Legacy Financial Advisors
Kentucky
$2.54M +$23.1K +390 +0.9%
IA
641
IFG Advisory
Georgia
$2.53M +$70.4K +1,191 +3%
MCM
642
Marathon Capital Management
Maryland
$2.51M -$298K -5,035 -10%
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.51M -$174K -2,936 -6%
IWP
644
Icon Wealth Partners
Texas
$2.5M -$11.7K -198 -0.4%
BPA
645
Beacon Pointe Advisors
California
$2.5M -$1.27M -21,424 -33%
NB
646
Norinchukin Bank
Japan
$2.48M -$42.4K -717 -2%
AF
647
Ally Financial
Michigan
$2.47M – – –
LBC
648
Lowe Brockenbrough & Co
Virginia
$2.46M +$999K +16,894 +64%
BFA
649
Bill Few Associates
Pennsylvania
$2.44M +$2.57M +43,455 New
FMC
650
First Merchants Corp
Indiana
$2.44M +$55.2K +934 +2%
24 25
26
27 28

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.