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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
PFA
701
Pinnacle Family Advisors
Missouri
$1.84M +$1.44K +25 +0.1%
MCIA
702
Mountain Capital Investment Advisors
Colorado
$1.84M +$163K +2,845 +9%
RSWM
703
Robertson Stephens Wealth Management
California
$1.83M +$20.5K +357 +1%
LF
704
Lantz Financial
Illinois
$1.83M +$34.4K +599 +2%
FDCDDQ
705
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.83M +$121K +2,105 +7%
TC
706
Telemus Capital
Michigan
$1.82M +$225K +3,919 +13%
KIC
707
Kensington Investment Counsel
California
$1.82M +$96.9K +1,686 +5%
XF
708
XML Financial
Maryland
$1.81M +$412K +7,177 +27%
PPW
709
Parcion Private Wealth
Washington
$1.8M +$42.9K +746 +2%
WP
710
Wedgewood Partners
Missouri
$1.8M -$368K -6,408 -16%
Twin Tree Management
711
Twin Tree Management
Texas
$1.79M -$748K -13,015 -28%
MNBTD
712
Moody National Bank Trust Division
Texas
$1.79M -$387K -6,732 -17%
AMBIA
713
Allen Mooney & Barnes Investment Advisors
Georgia
$1.79M +$1.93M +33,622 New
AT
714
Arden Trust
Delaware
$1.78M -$120K -2,080 -6%
BMM
715
Buffington Mohr McNeal
Idaho
$1.78M -$61.8K -1,075 -3%
EDRH
716
Edmond de Rothschild Holding
Switzerland
$1.78M +$303K +5,275 +19%
PI
717
PEAK6 Investments
Illinois
$1.77M +$1.91M +33,269 New
IC
718
IEQ Capital
California
$1.76M +$60.7K +1,056 +3%
RIM
719
Redpoint Investment Management
Australia
$1.76M
MWM
720
Mattern Wealth Management
Kansas
$1.75M +$1.57M +27,275 +475%
Kovitz Investment Group Partners
721
Kovitz Investment Group Partners
Illinois
$1.75M +$1.58M +27,445 +499%
MYLI
722
Meiji Yasuda Life Insurance
Japan
$1.74M -$65.4K -1,138 -3%
JAG
723
Journey Advisory Group
Kentucky
$1.74M +$779K +13,554 +71%
PP
724
Prudential plc
United Kingdom
$1.73M +$1.87M +32,570 New
CWM
725
Cordatus Wealth Management
Pennsylvania
$1.73M +$44.4K +773 +2%

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.