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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
BCM
826
Boltwood Capital Management
California
$1.22M
IAN
827
Integrated Advisors Network
Texas
$1.22M +$666K +11,598 +102%
GC
828
Grimes & Company
Massachusetts
$1.21M
CPIA
829
Cornell Pochily Investment Advisors
New York
$1.21M +$55K +957 +4%
FTDI
830
First Trust Direct Indexing
Massachusetts
$1.21M +$146K +2,543 +13%
CPWA
831
Cerro Pacific Wealth Advisors
California
$1.21M +$989K +17,212 +311%
ECM
832
Everence Capital Management
Indiana
$1.21M -$696K -12,110 -35%
TW
833
Transform Wealth
Colorado
$1.21M -$109K -1,894 -8%
HTC
834
Haverford Trust Company
Pennsylvania
$1.2M +$76.1K +1,324 +6%
ICP
835
Ironvine Capital Partners
Nebraska
$1.2M -$230 -4 -0%
VWA
836
V Wealth Advisors
Kansas
$1.2M +$99.3K +1,728 +8%
VI
837
Vestcor Inc
New Brunswick, Canada
$1.18M +$281K +4,898 +28%
Vontobel Holding
838
Vontobel Holding
Switzerland
$1.18M +$210K +3,663 +21%
JWM
839
JGP Wealth Management
Oregon
$1.18M +$3.68K +64 +0.3%
MIAN
840
Mariner Independent Advisor Network
Kansas
$1.18M +$1.28M +22,269 New
CNAM
841
Campbell Newman Asset Management
Wisconsin
$1.17M
PWM
842
Perigon Wealth Management
California
$1.17M +$50.3K +875 +4%
CFGS
843
Concourse Financial Group Securities
Alabama
$1.17M +$81.9K +1,426 +7%
RMC
844
Resources Management Corp
Connecticut
$1.17M -$12.6K -220 -1%
IRC
845
Investors Research Corp
Georgia
$1.17M +$10.1K +175 +0.8%
TCM
846
Teza Capital Management
Illinois
$1.15M -$1.53M -26,684 -55%
MGP
847
Metis Global Partners
California
$1.15M +$569K +9,907 +84%
WG
848
Winton Group
United Kingdom
$1.15M +$1.24M +21,615 New
SN
849
Sittner & Nelson
Oregon
$1.15M +$61.2K +1,065 +5%
IRF
850
IBM Retirement Fund
New York
$1.14M -$52.1K -906 -4%

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.