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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
LSA
951
L & S Advisors
California
$872K -$84.8K -1,433 -8%
MLL
952
Moody Lynn & Lieberson
Massachusetts
$872K
CAAS
953
Capital Asset Advisory Services
Michigan
$870K -$45.5K -769 -5%
AC
954
Addison Capital
Pennsylvania
$867K
FCFC
955
First Citizens Financial Corp
Iowa
$866K
HWIS
956
Hancock Whitney Investment Services
Louisiana
$863K +$909K +15,369 New
PAIM
957
Punch & Associates Investment Management
Minnesota
$862K
WTC
958
WhitTier Trust Company
Nevada
$861K -$37.1K -627 -4%
CIBC World Market
959
CIBC World Market
Ontario, Canada
$860K +$318K +5,378 +54%
FFM
960
Forum Financial Management
Illinois
$858K +$903K +15,271 New
V
961
VeraBank
Texas
$855K
PWP
962
Principle Wealth Partners
Connecticut
$855K +$8.1K +137 +0.9%
TRIA
963
Trail Ridge Investment Advisors
Colorado
$854K +$899K +15,199 New
HLOC
964
H.L. Ormond & Company
North Carolina
$850K +$843K +14,259 New
GCA
965
Greenwood Capital Associates
South Carolina
$847K +$161K +2,722 +22%
NSAM
966
North Star Asset Management
Wisconsin
$845K -$61.7K -1,043 -6%
BWAM
967
Boyd Watterson Asset Management
Ohio
$843K
BP
968
Ballentine Partners
Massachusetts
$837K +$5.5K +93 +0.6%
RCIM
969
Red Cedar Investment Management
Michigan
$832K
JE
970
JMAC Enterprises
Pennsylvania
$831K +$825K +13,943 New
TMAM
971
Tokio Marine Asset Management
Japan
$830K +$62.7K +1,060 +8%
WPC
972
White Pine Capital
Minnesota
$829K +$50.6K +855 +6%
WPW
973
Waldron Private Wealth
Pennsylvania
$824K +$34.2K +578 +4%
AT
974
American Trust
Kentucky
$823K +$867K +14,657 New
QT
975
Quantamental Technologies
New York
$819K +$862K +14,572 New

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.