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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
4WM
1101
44 Wealth Management
Oregon
$590K +$1.95K +33 +0.3%
KCPG
1102
Kavar Capital Partners Group
Kansas
$590K +$35.5K +600 +6%
AWA
1103
Arete Wealth Advisors
Illinois
$590K +$49.4K +836 +8%
MYIA
1104
Mount Yale Investment Advisors
Colorado
$589K +$98.8K +1,670 +19%
ME
1105
McIlrath & Eck
Washington
$586K +$29.5K +499 +5%
MWM
1106
Modera Wealth Management
New Jersey
$585K +$616K +10,408 New
DWM
1107
Defined Wealth Management
Oregon
$583K
PWP
1108
Personal Wealth Partners
Minnesota
$582K -$14.3K -242 -2%
QTM
1109
qPULA Trading Management
New York
$580K +$610K +10,318 New
S
1110
SignatureFD
Georgia
$578K -$24.4K -413 -4%
JCIA
1111
Jackson Creek Investment Advisors
Colorado
$578K -$3.9K -66 -0.6%
PWPS
1112
Pinnacle Wealth Planning Services
Ohio
$578K +$31.7K +536 +5%
SS
1113
Sunbelt Securities
Texas
$576K -$75.8K -1,281 -12%
CCA
1114
Checchi Capital Advisers
California
$576K +$10.9K +184 +2%
AIM
1115
Acropolis Investment Management
Missouri
$575K +$9.11K +154 +2%
NQWM
1116
Northwest Quadrant Wealth Management
Oregon
$574K +$1.36K +23 +0.2%
CIC
1117
Chilton Investment Company
Connecticut
$572K -$669K -11,316 -53%
MW
1118
Marcum Wealth
Ohio
$571K +$5.86K +99 +1%
LCM
1119
Linker Capital Management
Kentucky
$571K +$602K +10,170 New
TC
1120
Titleist Capital
Texas
$570K +$601K +10,153 New
CCMG
1121
Clark Capital Management Group
Pennsylvania
$569K +$1.54K +26 +0.3%
AC
1122
ASB Consultores
Florida
$568K +$598K +10,108 New
CG
1123
Cutler Group
California
$567K +$598K +10,103 New
KFGK
1124
Keystone Financial Group (Kentucky)
Kentucky
$560K +$106K +1,784 +22%
AWA
1125
Arkadios Wealth Advisors
Georgia
$559K +$173K +2,930 +42%

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.