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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
IRC
851
Investors Research Corp
Georgia
$1.22M
HT
852
HAP Trading
New York
$1.21M -$99.8K -1,687 -7%
RA
853
Rational Advisors
New York
$1.21M +$306K +5,173 +32%
SSI
854
Scott & Selber Inc
Texas
$1.21M +$946 +16 +0.1%
SCM
855
Shelton Capital Management
Colorado
$1.21M +$72.7K +1,229 +6%
MGWM
856
Marks Group Wealth Management
Minnesota
$1.21M +$225K +3,808 +22%
SFI
857
Siemens Fonds Invest
Germany
$1.2M +$15.2K +257 +1%
NL
858
NVWM LLC
Pennsylvania
$1.2M +$33K +558 +3%
QCIG
859
Quad-Cities Investment Group
Iowa
$1.2M +$296 +5 +0%
M
860
Mirova
France
$1.2M +$184K +3,108 +17%
CP
861
Covenant Partners
Tennessee
$1.2M
CPO
862
Cerity Partners OCIO
New York
$1.2M +$18.6K +314 +1%
SAM
863
SignalPoint Asset Management
Missouri
$1.2M -$3.9K -66 -0.3%
HTC
864
Haverford Trust Company
Pennsylvania
$1.19M +$282K +4,771 +29%
AWM
865
Avior Wealth Management
Nebraska
$1.19M +$215K +3,635 +21%
PWM
866
Perigon Wealth Management
California
$1.19M +$158K +2,678 +15%
EF
867
Empirical Finance
Pennsylvania
$1.19M +$215K +3,627 +21%
NHC
868
Nicholas Hoffman & Company
Georgia
$1.19M -$20K -338 -2%
MPM
869
Meritage Portfolio Management
Kansas
$1.19M
NRS
870
Neville Rodie & Shaw
New York
$1.18M
MMPW
871
Mitchell McLeod Pugh & Williams
Alabama
$1.18M +$29.6K +500 +2%
EWA
872
EverSource Wealth Advisors
Alabama
$1.18M +$1.24M +20,929 New
ESCM
873
Echo Street Capital Management
New York
$1.17M +$1.23M +20,815 New
VWA
874
V Wealth Advisors
Kansas
$1.17M -$48.7K -824 -4%
CFGS
875
Concourse Financial Group Securities
Alabama
$1.16M +$5.86K +99 +0.5%

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.