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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
AB
1076
Atlas Brown
Kentucky
$572K +$5.8K +101 +0.9%
IFWM
1077
Institute for Wealth Management
Colorado
$569K +$2.3K +40 +0.4%
HWAM
1078
Hennion & Walsh Asset Management
New Jersey
$567K +$169K +2,949 +38%
OPWM
1079
Oxinas Partners Wealth Management
Indiana
$564K -$16.8K -293 -3%
EDRIA
1080
Edmonds Duncan Registered Investment Advisors
Kansas
$563K
SXL
1081
Summit X LLC
Missouri
$562K +$173K +3,012 +40%
Jones Financial Companies
1082
Jones Financial Companies
Missouri
$561K -$68.9K -1,199 -10%
LWM
1083
Loveless Wealth Management
Montana
$561K +$2.01K +35 +0.3%
4WM
1084
44 Wealth Management
Oregon
$560K +$1.9K +33 +0.3%
KCPG
1085
Kavar Capital Partners Group
Kansas
$558K
NRI
1086
NFP Retirement Inc
California
$557K +$34.9K +608 +6%
MW
1087
Marcum Wealth
Ohio
$556K +$16.2K +282 +3%
CIC
1088
Chilton Investment Company
Connecticut
$555K +$14.7K +256 +3%
DWM
1089
Defined Wealth Management
Oregon
$552K
SCA
1090
Sage Capital Advisors
South Dakota
$552K
LL
1091
LPWM LLC
Minnesota
$550K -$115K -2,000 -16%
QT
1092
Quantamental Technologies
New York
$549K -$244K -4,240 -29%
SIM
1093
Sentry Investment Management
Wisconsin
$548K -$96.9K -1,687 -14%
PWP
1094
Personal Wealth Partners
Minnesota
$547K -$3.45K -60 -0.6%
AIM
1095
Acropolis Investment Management
Missouri
$544K
LCM
1096
Linker Capital Management
Kentucky
$541K
CCMG
1097
Clark Capital Management Group
Pennsylvania
$541K +$2.53K +44 +0.4%
CSIC
1098
Clifford Swan Investment Counsel
California
$538K -$101K -1,750 -15%
NFC
1099
Northeast Financial Consultants
Connecticut
$538K +$582K +10,121 New
MME
1100
Meag Munich Ergo
Germany
$536K +$573K +9,966 New

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.