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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
CW
1051
CreativeOne Wealth
Kansas
$514K +$16.6K +333 +3%
MWM
1052
Meridian Wealth Management
Kentucky
$514K +$132K +2,650 +31%
NAS
1053
Nicolet Advisory Services
Wisconsin
$513K -$349 -7 -0.1%
QI
1054
Qtron Investments
Massachusetts
$512K +$136K +2,731 +33%
HA
1055
HYA Advisors
Missouri
$511K -$30.2K -605 -5%
ARMC
1056
American Research & Management Company
Massachusetts
$511K
AB
1057
Atlas Brown
Kentucky
$509K +$15.5K +310 +3%
AWS
1058
Atria Wealth Solutions
New York
$506K -$773K -15,484 -58%
JWCA
1059
J.W. Cole Advisors
Florida
$503K -$51K -1,021 -9%
VA
1060
Valmark Advisers
Ohio
$502K +$124K +2,477 +29%
LJHT
1061
Laurie J. Hall Trustee
$500K
LRPA
1062
L. Roy Papp & Associates
Arizona
$500K
BWP
1063
BSW Wealth Partners
Colorado
$500K +$3.74K +75 +0.7%
LWM
1064
Loveless Wealth Management
Montana
$496K +$10.7K +215 +2%
KCPG
1065
Kavar Capital Partners Group
Kansas
$495K +$12.5K +250 +2%
CNC
1066
Canandaigua National Corp
New York
$494K -$13.5K -271 -2%
RWA
1067
Ropes Wealth Advisors
Massachusetts
$493K +$120K +2,400 +29%
IFWM
1068
Institute for Wealth Management
Colorado
$492K -$1.2K -24 -0.2%
BCA
1069
Bay Colony Advisors
Massachusetts
$491K +$112K +2,236 +27%
BIA
1070
Barry Investment Advisors
Massachusetts
$491K +$170K +3,402 +48%
UWPG
1071
Ullmann Wealth Partners Group
Florida
$489K +$329K +6,589 +163%
MFS
1072
Madrona Financial Services
Washington
$489K +$531K +10,635 New
CC
1073
Courier Capital
New York
$488K -$49.9K -1,000 -9%
EDRIA
1074
Edmonds Duncan Registered Investment Advisors
Kansas
$488K
LL
1075
LPWM LLC
Minnesota
$487K

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.