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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
CWM
976
Concentric Wealth Management
California
$817K -$30.2K -510 -3%
DPIM
977
Duff & Phelps Investment Management
Illinois
$812K +$5.44K +92 +0.6%
BA
978
Bridgewater Advisors
New York
$811K +$355 +6 +0%
PCMN
979
Paradigm Capital Management (Nevada)
Nevada
$801K +$843K +14,256 New
Lido Advisors
980
Lido Advisors
California
$797K +$90.1K +1,524 +12%
WI
981
WrapManager Inc
California
$794K +$15.4K +260 +2%
CI
982
Conning Inc
Connecticut
$792K -$62.6K -1,058 -7%
JMFC
983
J.M. Forbes & Co
Massachusetts
$791K +$14.8K +250 +2%
PFSC
984
Peoples Financial Services Corp
Pennsylvania
$788K -$390K -6,600 -32%
GC
985
Gratus Capital
Georgia
$787K
PWS
986
Precision Wealth Strategies
Missouri
$777K +$48.8K +825 +6%
PA
987
Pinnacle Associates
New York
$770K +$92.1K +1,558 +13%
BAM
988
Berkshire Asset Management
Pennsylvania
$769K -$56.4K -954 -7%
ANRIA
989
American National Registered Investment Advisor
Texas
$768K -$177 -3 -0%
CWM
990
ClientFirst Wealth Management
Arkansas
$762K +$795K +13,436 New
PVH
991
Psagot Value Holdings
Israel
$760K
CS
992
Comerica Securities
Michigan
$759K -$60K -1,014 -7%
IFA
993
Interactive Financial Advisors
Illinois
$756K
CHC
994
City Holding Co
West Virginia
$752K -$256K -4,330 -25%
AHB
995
Abner Herrman & Brock
New Jersey
$752K +$791K +13,380 New
TAM
996
Trust Asset Management
Texas
$751K
ADL
997
Asset Dedication LLC
California
$751K +$75.5K +1,276 +11%
DA
998
Doliver Advisors
Texas
$750K -$92.7K -1,568 -11%
WSTAM
999
Wilbanks Smith & Thomas Asset Management
Virginia
$747K -$9.52K -161 -1%
FB
1000
First Bancorp
Maine
$746K -$18.9K -320 -2%

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.