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US Bancorp

1,684 hedge funds and large institutions have $51.7B invested in US Bancorp in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 745 increasing their positions, 573 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 745 | Existing positions reduced: 573

19% more call options, than puts

Call options by funds: $180M | Put options by funds: $151M

0.13% less ownership

Funds ownership: 75.85%75.73% (-0.13%)

4% less funds holding

Funds holding: 1,7541,684 (-70)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

13% less capital invested

Capital invested by funds: $59.4B → $51.7B (-$7.74B)

36% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 124

Holders
1,684
Holders Change
-70
Holders Change %
-3.99%
% of All Funds
28.37%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.59%
New
79
Increased
745
Reduced
573
Closed
124
Calls
$180M
Puts
$151M
Net Calls
+$29.1M
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
626
Jupiter Asset Management
United Kingdom
$2.04M +$2.21M +44,287 New
BRM
627
Boston Research & Management
Massachusetts
$2.04M
BA
628
Bristlecone Advisors
Washington
$2.03M -$78K -1,562 -3%
AF
629
Ally Financial
Michigan
$2.02M
DGAM
630
Desjardins Global Asset Management
Quebec, Canada
$2.02M -$1.44M -28,926 -40%
CG
631
Caprock Group
Idaho
$2M +$58.1K +1,163 +3%
BFA
632
Bill Few Associates
Pennsylvania
$2M -$13.7K -274 -0.6%
IVP
633
Intrinsic Value Partners
Arizona
$2M -$58.4K -1,170 -3%
IAA
634
Independent Advisor Alliance
North Carolina
$1.99M +$186K +3,719 +9%
TI
635
Truepoint Inc
Ohio
$1.98M -$2.85K -57 -0.1%
FMC
636
First Merchants Corp
Indiana
$1.98M -$19.2K -385 -0.9%
CCMIC
637
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.97M +$78.4K +1,570 +4%
P
638
Pitcairn
Pennsylvania
$1.97M -$75.1K -1,505 -3%
EFSCE
639
Enterprise Financial Services Corp (EFSC)
Missouri
$1.97M -$10.3K -206 -0.5%
NPT
640
Nixon Peabody Trust
Massachusetts
$1.96M -$150K -2,999 -7%
SSWM
641
Sheets Smith Wealth Management
North Carolina
$1.94M -$158K -3,174 -7%
RCC
642
Red Cedar Capital
Nebraska
$1.94M
SFS
643
Strategic Financial Services
New York
$1.91M -$127K -2,552 -6%
MCM
644
MAI Capital Management
Ohio
$1.91M -$237K -4,738 -10%
ASN
645
Advisory Services Network
Georgia
$1.9M -$87.7K -1,756 -4%
Dodge & Cox
646
Dodge & Cox
California
$1.9M -$150K -3,000 -7%
IMOV
647
Investment Management of Virginia
Virginia
$1.89M +$32.7K +654 +2%
AAS
648
Avantax Advisory Services
Texas
$1.89M +$316K +6,333 +18%
FMWA
649
Forvis Mazars Wealth Advisors
Missouri
$1.89M +$92.5K +1,853 +5%
VanEck Associates
650
VanEck Associates
New York
$1.88M +$76.9K +1,541 +4%

USB Hedge Fund Activity: Q2 2022 in Review

1,684 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2022, worth a combined $51.7B — down 13% from $59.4B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of USB and 79 opened new positions — a net loss of 45 holders — while 573 trimmed existing stakes and 745 added.

The largest buyer was Fidelity Investments, adding an estimated $281M. The largest seller was JP Morgan Chase, cutting an estimated $349M.

  • 1,684 institutional investors held US Bancorp (USB) as of Q2 2022, down from 1,754 in Q1 2022.
  • Funds reported $51.7B of US Bancorp stock for Q2 2022, down 13% quarter-over-quarter.
  • 79 funds opened new US Bancorp positions in Q2 2022 and 124 closed out, a net change of -45 holders.
  • The largest US Bancorp buyer in Q2 2022 was Fidelity Investments, an estimated $281M added.
  • The largest US Bancorp seller in Q2 2022 was JP Morgan Chase, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2022.