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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
RWM
801
RKL Wealth Management
Pennsylvania
$1.14M +$43K +862 +4%
AJ
802
Ashburton (Jersey)
Jersey
$1.14M +$7.94K +159 +0.6%
AC
803
Abbrea Capital
California
$1.11M +$33.9K +680 +3%
GCA
804
Greenwood Capital Associates
South Carolina
$1.11M +$248K +4,967 +26%
DA
805
Duality Advisers
Florida
$1.1M +$1.19M +23,920 New
DCM
806
Donaldson Capital Management
Indiana
$1.1M -$899K -18,007 -43%
BFA
807
Buttonwood Financial Advisors
Maryland
$1.09M -$5.69K -114 -0.5%
MFG
808
MidWestOne Financial Group
Iowa
$1.09M +$257K +5,138 +28%
MA
809
Mutual Advisors
Nebraska
$1.08M -$28.5K -571 -2%
TH
810
TCTC Holdings
Texas
$1.08M -$19.6K -393 -2%
SWP
811
Stratos Wealth Partners
Ohio
$1.08M +$263K +5,276 +29%
STC
812
Sarah T. Connolly
$1.07M +$4.44K +89 +0.4%
MGP
813
Metis Global Partners
California
$1.07M +$76.8K +1,539 +7%
AWM
814
Avior Wealth Management
Nebraska
$1.06M -$1.1K -22 -0.1%
SJIA
815
St. James Investment Advisors
New York
$1.06M -$2.26M -45,210 -66%
TPA
816
Trivium Point Advisory
Connecticut
$1.06M -$24.9K -498 -2%
OPS
817
Orion Portfolio Solutions
Nebraska
$1.06M -$106K -2,128 -8%
CFGS
818
Concourse Financial Group Securities
Alabama
$1.05M +$41.4K +829 +4%
GC
819
Grimes & Company
Massachusetts
$1.05M +$499 +10 +0%
JWM
820
JGP Wealth Management
Oregon
$1.05M +$3.1K +62 +0.3%
ECM
821
Everence Capital Management
Indiana
$1.04M
BFAG
822
Blackston Financial Advisory Group
Florida
$1.04M +$603K +12,086 +118%
Acadian Asset Management
823
Acadian Asset Management
Massachusetts
$1.04M +$659K +13,203 +141%
HAG
824
HighPoint Advisor Group
Illinois
$1.04M +$1.12M +22,342 New
BAMF
825
BI Asset Management Fondsmaeglerselskab
Denmark
$1.04M +$86.1K +1,725 +8%

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.