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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
TRIA
951
Trail Ridge Investment Advisors
Colorado
$800K -$8.68K -151 -1%
WA
952
WestEnd Advisors
North Carolina
$797K -$919 -16 Closed
BWAM
953
Boyd Watterson Asset Management
Ohio
$797K
NSAM
954
North Star Asset Management
Wisconsin
$796K -$3.79K -66 -0.4%
WP
955
WealthPLAN Partners
Nebraska
$792K +$18.4K +321 +2%
WIM
956
WealthPlan Investment Management
Nebraska
$792K +$938K +16,321 New
WI
957
WrapManager Inc
California
$791K +$42.5K +740 +5%
MRCM
958
M&R Capital Management
New Jersey
$791K +$97.1K +1,690 +13%
WPC
959
White Pine Capital
Minnesota
$790K +$6.32K +110 +0.7%
BA
960
Bridgewater Advisors
New York
$789K +$23.8K +415 +3%
RCIM
961
Red Cedar Investment Management
Michigan
$788K
DFA
962
DHJJ Financial Advisors
Illinois
$786K -$226K -3,934 -21%
HT
963
HAP Trading
New York
$778K -$401K -6,976 -32%
CWM
964
Concentric Wealth Management
California
$773K
WPW
965
Waldron Private Wealth
Pennsylvania
$770K -$10.5K -182 -1%
AWP
966
Ascent Wealth Partners
New York
$770K +$81.2K +1,413 +11%
WDC
967
Woodward Diversified Capital
California
$769K +$120K +2,081 +17%
DPIM
968
Duff & Phelps Investment Management
Illinois
$768K
PWS
969
Precision Wealth Strategies
Missouri
$760K +$26.7K +465 +3%
HLOC
970
H.L. Ormond & Company
North Carolina
$759K +$1.21K +21 +0.1%
BEI
971
Benjamin Edwards Inc
Missouri
$757K +$85.2K +1,483 +12%
Koshinski Asset Management
972
Koshinski Asset Management
Illinois
$752K -$302K -5,252 -27%
CI
973
Conning Inc
Connecticut
$750K +$287 +5 +0%
JE
974
JMAC Enterprises
Pennsylvania
$746K +$5.8K +101 +0.7%
LSAG
975
Lake Street Advisors Group
New Hampshire
$746K +$44.9K +781 +6%

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.