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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
CFG
876
Citizens Financial Group
Rhode Island
$907K +$20K +401 +2%
FWP
877
FAS Wealth Partners
Kansas
$906K +$643K +12,873 +189%
AssetMark Inc
878
AssetMark Inc
California
$904K +$365K +7,307 +59%
FP
879
Financial Perspectives
Minnesota
$902K +$799 +16 +0.1%
PFM
880
Patton Fund Management
Texas
$900K -$647K -12,955 -40%
DDC
881
DF Dent & Co
Maryland
$896K -$52.4K -1,050 -5%
FAIM
882
Financial Advocates Investment Management
Washington
$896K +$311K +6,223 +47%
LIM
883
Longfellow Investment Management
Massachusetts
$882K
GC
884
Gould Capital
Washington
$873K -$17.5K -350 -2%
DIP
885
DT Investment Partners
Pennsylvania
$870K +$24.5K +491 +3%
WCM
886
Wunderlich Capital Managemnt
Tennessee
$869K -$1.05K -21 -0.1%
CA
887
CSM Advisors
Pennsylvania
$865K +$35.4K +710 +4%
VFA
888
Valeo Financial Advisors
Indiana
$861K -$109K -2,183 -10%
TMAM
889
Tokio Marine Asset Management
Japan
$854K +$136K +2,719 +17%
BPWM
890
Badgley Phelps Wealth Managers
Washington
$852K -$113K -2,255 -11%
MOS
891
MGO One Seven
Ohio
$852K +$29K +581 +3%
WA
892
Wealth Alliance
New York
$848K -$128K -2,563 -12%
CNAM
893
Campbell Newman Asset Management
Wisconsin
$847K -$180K -3,600 -16%
AF
894
Advisornet Financial
Minnesota
$839K -$363K -7,272 -29%
HTC
895
Haverford Trust Company
Pennsylvania
$837K -$218K -4,371 -19%
TCB
896
Texas Capital Bancshares
Texas
$835K -$799 -16 -0.1%
CA
897
Clearstead Advisors
Ohio
$829K +$13.8K +276 +2%
OCM
898
Orleans Capital Management
Louisiana
$828K
LWAM
899
Legacy Wealth Asset Management
Minnesota
$825K +$12.8K +256 +1%
BP
900
Ballentine Partners
Massachusetts
$823K -$261K -5,220 -23%

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.