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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
MIS
651
Morningstar Investment Services
Illinois
$2.42M +$115K +1,951 +5%
MC
652
MRJ Capital
New York
$2.41M -$162K -2,739 -6%
EFSCE
653
Enterprise Financial Services Corp (EFSC)
Missouri
$2.41M -$12.5M -212,092 -83%
LC
654
LCNB Corp
Ohio
$2.38M +$11.1K +188 +0.4%
WIS
655
Wright Investors Service
Connecticut
$2.37M +$188K +3,179 +8%
SB
656
Simmons Bank
Arkansas
$2.37M -$100K -1,690 -4%
RCC
657
Red Cedar Capital
Nebraska
$2.36M – – –
Wealth Enhancement Advisory Services
658
Wealth Enhancement Advisory Services
Minnesota
$2.35M +$2.39M +40,384 New
SAM
659
Silvercrest Asset Management
New York
$2.32M +$1.89K +32 +0.1%
TI
660
Truepoint Inc
Ohio
$2.31M +$1.77K +30 +0.1%
VNA
661
Valley National Advisers
Pennsylvania
$2.31M +$329K +5,557 +16%
SPIA
662
Steward Partners Investment Advisory
New York
$2.29M -$72.5K -1,226 -3%
BRWA
663
B. Riley Wealth Advisors
Florida
$2.28M +$315K +5,327 +15%
MNBTD
664
Moody National Bank Trust Division
Texas
$2.27M -$7.45M -126,020 -76%
VanEck Associates
665
VanEck Associates
New York
$2.27M -$144K -2,429 -6%
WP
666
Wedgewood Partners
Missouri
$2.26M -$17.7K -300 -0.7%
DSC
667
Duncker Streett & Co
Missouri
$2.25M – – –
MCM
668
Maltese Capital Management
New York
$2.25M -$591K -10,000 -20%
1SB
669
1ST Source Bank
Indiana
$2.24M +$38.3K +648 +2%
BTWM
670
Baker Tilly Wealth Management
Wisconsin
$2.24M +$179K +3,019 +8%
PFO
671
Pathstone Family Office
New Jersey
$2.23M +$739K +12,503 +46%
DCM
672
Delta Capital Management
New Jersey
$2.23M +$1.77K +30 +0.1%
HKIM
673
Hayek Kallen Investment Management
Alabama
$2.22M +$473 +8 +0%
ASN
674
Advisory Services Network
Georgia
$2.22M -$233K -3,947 -9%
GAM
675
Griffin Asset Management
New York
$2.22M -$43.6K -737 -2%
25 26
27
28 29

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.