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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
ARMC
1076
American Research & Management Company
Massachusetts
$624K
BPC
1077
Banque Pictet & Cie
Switzerland
$621K
BFG
1078
Beacon Financial Group
Texas
$619K +$8.63K +146 +1%
NAS
1079
Nicolet Advisory Services
Wisconsin
$618K +$1.77K +30 +0.3%
OTL
1080
Oak Thistle LLC
New York
$618K +$652K +11,016 New
YWP
1081
YorkBridge Wealth Partners
New York
$616K -$1.36K -23 -0.2%
AGM
1082
Alpine Global Management
New York
$614K +$646K +10,928 New
OPWM
1083
Oxinas Partners Wealth Management
Indiana
$613K +$355 +6 +0.1%
JWCA
1084
J.W. Cole Advisors
Florida
$611K -$52.8K -892 -8%
OFG
1085
Oxford Financial Group
Indiana
$607K -$450K -7,600 -41%
RWA
1086
Ropes Wealth Advisors
Massachusetts
$607K -$378K -6,393 -37%
BWA
1087
Burt Wealth Advisors
Maryland
$607K
EDRIA
1088
Edmonds Duncan Registered Investment Advisors
Kansas
$607K
SCA
1089
Sage Capital Advisors
South Dakota
$606K
MCM
1090
Manchester Capital Management
Vermont
$606K +$104K +1,757 +19%
WI
1091
Wintrust Investments
Illinois
$606K +$638K +10,795 New
IFWM
1092
Institute for Wealth Management
Colorado
$599K
AB
1093
Atlas Brown
Kentucky
$599K +$24.4K +412 +4%
AC
1094
Asio Capital
Kentucky
$598K -$35.5K -600 -5%
DT
1095
Diversified Trust
Tennessee
$598K +$171K +2,892 +37%
EAM
1096
Erste Asset Management
Austria
$598K +$625K +10,564 New
ET
1097
Equitable Trust
Tennessee
$592K -$352K -5,956 -36%
CW
1098
CreativeOne Wealth
Kansas
$591K +$18.9K +320 +3%
LWM
1099
Loveless Wealth Management
Montana
$591K +$28.1K +475 +5%
MPM
1100
MBB Public Markets
Illinois
$591K +$622K +10,515 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.