We are live on ! Find out more
USB icon

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
4WM
1076
44 Wealth Management
Oregon
$487K +$2.05K +41 +0.4%
FCH
1077
Freestone Capital Holdings
Washington
$486K -$133K -2,664 -20%
SCA
1078
Sage Capital Advisors
South Dakota
$486K
CWP
1079
Concord Wealth Partners
Virginia
$486K +$65.3K +1,308 +14%
CFA
1080
CWS Financial Advisors
Michigan
$483K -$54.8K -1,097 -9%
NRI
1081
NFP Retirement Inc
California
$482K
SNBOSCI
1082
Security National Bank of Sioux City Iowa
Iowa
$481K -$25K -500 -5%
WA1
1083
Wimmer Associates 1
California
$479K +$39.2K +785 +8%
DWM
1084
Defined Wealth Management
Oregon
$478K
RT
1085
Rockland Trust
Massachusetts
$474K -$27.3K -546 -5%
CCMG
1086
Clark Capital Management Group
Pennsylvania
$472K +$4.19K +84 +0.8%
CSIC
1087
Clifford Swan Investment Counsel
California
$471K +$5.54K +111 +1%
AWE
1088
Avidian Wealth Enterprises
Texas
$471K +$15.4K +308 +3%
SIG
1089
Stonegate Investment Group
Alabama
$468K -$67.8K -1,359 -12%
CIC
1090
Chilton Investment Company
Connecticut
$468K -$13.1K -263 -3%
LCM
1091
Linker Capital Management
Kentucky
$468K
GP
1092
Greenline Partners
New York
$467K +$507K +10,151 New
JCIA
1093
Jackson Creek Investment Advisors
Colorado
$466K -$2.15K -43 -0.4%
WANY
1094
Wealthspire Advisors (New York)
New York
$461K -$40.6K -813 -8%
SHFA
1095
SS&H Financial Advisors
Michigan
$461K -$2.8K -56 -0.6%
AC
1096
Asio Capital
Kentucky
$460K
FFS
1097
Founders Financial Securities
Maryland
$460K +$31.9K +639 +7%
CISOA
1098
Capital Investment Services of America
Wisconsin
$459K -$150K -3,000 -23%
AIM
1099
Acropolis Investment Management
Missouri
$459K -$12.9K -258 -3%
BWA
1100
Burt Wealth Advisors
Maryland
$459K

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.