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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
SWA
801
Stratos Wealth Advisors
Ohio
$1.45M -$44.1K -745 -3%
CYG
802
Clean Yield Group
Vermont
$1.45M
AAS
803
Annex Advisory Services
Wisconsin
$1.45M +$24.1K +407 +2%
AA
804
Aire Advisors
California
$1.45M +$1.52M +25,751 New
NSIM
805
North Star Investment Management
Illinois
$1.45M +$18K +305 +1%
NB
806
NBT Bank
New York
$1.44M -$8.58K -145 -0.6%
PCI
807
Pacifica Capital Investments
Texas
$1.44M
ATPW
808
Ashton Thomas Private Wealth
Arizona
$1.43M +$82.3K +1,392 +6%
DTL
809
Dynamic Technology Lab
Singapore
$1.43M +$1.5M +25,423 New
MPPW
810
Mitchell & Pahl Private Wealth
Oklahoma
$1.42M +$118K +1,993 +9%
IWA
811
Intercontinental Wealth Advisors
Texas
$1.41M +$23.1K +390 +2%
AW
812
Apricus Wealth
South Carolina
$1.41M +$1.48M +25,055 New
Nomura Holdings
813
Nomura Holdings
Japan
$1.4M -$12.1M -204,721 -89%
LPT
814
Legacy Private Trust
Wisconsin
$1.4M
GCC
815
Game Creek Capital
Massachusetts
$1.4M -$81.3K -1,375 -5%
VC
816
Vestor Capital
Illinois
$1.4M
TCM
817
Twin Capital Management
Pennsylvania
$1.39M +$46.7K +790 +3%
TW
818
Transform Wealth
Colorado
$1.38M -$203K -3,426 -12%
CAG
819
Crestwood Advisors Group
Massachusetts
$1.38M +$33.5K +567 +2%
AJ
820
Ashburton (Jersey)
Jersey
$1.38M -$394K -6,662 -21%
LWAC
821
Laurel Wealth Advisors (California)
California
$1.37M +$823K +13,913 +133%
LIM
822
Leavell Investment Management
Alabama
$1.37M +$5.92K +100 +0.4%
AAS
823
Ameritas Advisory Services
Nebraska
$1.36M +$1.43M +24,240 New
BFA
824
Buttonwood Financial Advisors
Maryland
$1.36M +$1.43M +24,198 New
VPIM
825
Vanguard Personalized Indexing Management
California
$1.35M -$34.5K -583 -2%

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.