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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
FHB
676
First Hawaiian Bank
Hawaii
$2.22M +$23.7K +400 +1%
MWM
677
Madison Wealth Management
Ohio
$2.21M +$100K +1,694 +4%
EWM
678
Empirical Wealth Management
Washington
$2.21M +$123K +2,081 +6%
ZB
679
Zions Bancorporation
Utah
$2.2M +$129K +2,181 +6%
VC
680
Vicus Capital
Pennsylvania
$2.19M +$2.16M +36,496 New
IMOV
681
Investment Management of Virginia
Virginia
$2.19M +$24.5K +415 +1%
LBC
682
Lawrence B. Cohen
$2.17M -$207K -3,497 -8%
SIA
683
Sit Investment Associates
Minnesota
$2.16M
MSAM
684
Moloney Securities Asset Management
Missouri
$2.14M +$3.25K +55 +0.1%
FMWA
685
Forvis Mazars Wealth Advisors
Missouri
$2.13M -$16.4K -278 -0.7%
MC
686
Matisse Capital
Oregon
$2.12M +$30.3K +512 +1%
PA
687
Profund Advisors
Maryland
$2.12M -$64.2K -1,086 -3%
CIC
688
Cornercap Investment Counsel
Georgia
$2.12M -$16.4K -277 -0.7%
RFA
689
Reilly Financial Advisors
California
$2.12M -$90.1K -1,523 -4%
PPW
690
Parcion Private Wealth
Washington
$2.1M -$16.1K -273 -0.8%
CRC
691
Curi RMB Capital
Illinois
$2.1M
CK
692
Cohen Klingenstein
New York
$2.1M
SFP
693
Shepherd Financial Partners
Massachusetts
$2.06M +$92.2K +1,559 +4%
BCV
694
Banque Cantonale Vaudoise
Switzerland
$2.05M +$272K +4,600 +14%
GIA
695
Guyasuta Investment Advisors
Pennsylvania
$2.04M +$50K +846 +2%
9WM
696
9258 Wealth Management
Ohio
$2.04M +$9.4K +159 +0.4%
KRSITF
697
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.03M +$121K +2,041 +6%
FFBTD
698
First Financial Bank - Trust Division
Ohio
$2.03M +$90.7K +1,534 +4%
MCIA
699
Mountain Capital Investment Advisors
Colorado
$2.03M +$336K +5,683 +21%
PL
700
Parthenon LLC
Kentucky
$2.02M

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.