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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
RFN
1126
RDA Financial Network
Iowa
$557K -$2.42K -41 -0.4%
LS
1127
Livforsakringsbolaget Skandia
Sweden
$556K -$2.44M -41,300 -81%
NRI
1128
NFP Retirement Inc
California
$555K +$39.1K +661 +7%
CAM
1129
Concorde Asset Management
Michigan
$546K +$19.9K +336 +4%
AWE
1130
Avidian Wealth Enterprises
Texas
$543K +$1.06K +18 +0.2%
MCI
1131
McDonald Capital Investors
California
$542K
WCM
1132
Weik Capital Management
Pennsylvania
$542K
DMBA
1133
Deseret Mutual Benefit Administrators
Utah
$540K -$12.7K -214 -2%
MBT
1134
Montecito Bank & Trust
California
$540K +$56.2K +950 +11%
GIA
1135
Gateway Investment Advisers
Ohio
$539K -$65.5K -1,107 -10%
AMG
1136
Advisors Management Group
Wisconsin
$537K
BAM
1137
Baldrige Asset Management
Pennsylvania
$537K
CT
1138
Caldwell Trust
Florida
$537K -$16.4K -278 -3%
AAM
1139
Auxier Asset Management
Oregon
$536K
BWP
1140
BSW Wealth Partners
Colorado
$535K -$77.2K -1,306 -12%
WPA
1141
West Paces Advisors
Georgia
$532K -$12.5K -212 -2%
CIC
1142
Crawford Investment Counsel
Georgia
$529K -$31.2K -528 -5%
EM
1143
Excalibur Management
Massachusetts
$529K +$91.2K +1,542 +20%
WG
1144
Welch Group
Alabama
$527K -$5.03K -85 -0.9%
BFAG
1145
Blackston Financial Advisory Group
Florida
$527K +$555K +9,377 New
IMA
1146
Investment Management Associates
Colorado
$525K -$29.2K -493 -5%
SP
1147
Symmetry Partners
Connecticut
$525K
F
1148
F3Logic
Minnesota
$524K -$71.6K -1,211 -11%
LAM
1149
L2 Asset Management
Massachusetts
$523K +$550K +9,304 New
EN1L
1150
Engine No 1 LLC
California
$519K +$117K +1,970 +27%

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.