We are live on ! Find out more
USB icon

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
OIA
926
OneDigital Investment Advisors
Kansas
$734K +$118K +2,369 +17%
RIL
927
Rothschild Investment LLC
Illinois
$728K +$3.35K +67 +0.4%
CCM
928
Covington Capital Management
California
$727K -$64.2K -1,286 -8%
BW
929
Bison Wealth
Georgia
$723K +$197K +3,953 +34%
BBNA
930
Bremer Bank National Association
Minnesota
$718K -$49.8K -998 -6%
LJAC
931
L.J. Altfest & Co
New York
$715K
MHS
932
M Holdings Securities
Oregon
$714K -$35.7K -715 -4%
TI
933
Tidal Investments
Wisconsin
$713K -$111K -2,214 -12%
BEI
934
Benjamin Edwards Inc
Missouri
$713K +$62.4K +1,250 +9%
AC
935
Addison Capital
Pennsylvania
$711K
VIA
936
Vident Investment Advisory
Georgia
$709K -$37K -742 -5%
FCFC
937
First Citizens Financial Corp
Iowa
$709K
EWA
938
Exencial Wealth Advisors
Oklahoma
$708K +$108K +2,163 +16%
ZF
939
Zhang Financial
Michigan
$708K +$137K +2,745 +22%
PAIM
940
Punch & Associates Investment Management
Minnesota
$707K
LSA
941
L & S Advisors
California
$705K -$10.6K -212 -1%
V
942
VeraBank
Texas
$704K
JCM
943
Jag Capital Management
Missouri
$704K +$141K +2,830 +23%
WDC
944
Woodward Diversified Capital
California
$702K +$39.3K +787 +5%
PA
945
Pinnacle Associates
New York
$701K -$46.1K -923 -6%
MLL
946
Moody Lynn & Lieberson
Massachusetts
$700K -$4.24K -85 -0.6%
TRIA
947
Trail Ridge Investment Advisors
Colorado
$693K
SBIA
948
Sheaff Brock Investment Advisors
Indiana
$693K +$150K +3,000 +25%
WSTAM
949
Wilbanks Smith & Thomas Asset Management
Virginia
$691K +$37.3K +747 +5%
BWAM
950
Boyd Watterson Asset Management
Ohio
$690K

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.