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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
QCM
1176
Quest Capital Management
Texas
$488K -$42.4K -717 -8%
PAA
1177
Peregrine Asset Advisers
Oregon
$488K
SFI
1178
Susquehanna Fundamental Investments
Pennsylvania
$487K +$512K +8,665 New
VA
1179
Valmark Advisers
Ohio
$485K +$104K +1,757 +26%
FPS
1180
Fieldpoint Private Securities
Connecticut
$484K -$6.03K -102 -1%
DAM
1181
Delta Asset Management
Tennessee
$484K +$1.18K +20 +0.2%
IC
1182
Inscription Capital
Texas
$484K +$95.1K +1,608 +23%
IA
1183
IFP Advisors
Florida
$481K +$178K +3,008 +55%
TCOT
1184
Trust Company of Toledo
Ohio
$480K -$2.31K -39 -0.5%
BFG
1185
Barber Financial Group
Kansas
$479K +$2.13K +36 +0.4%
CWP
1186
Concord Wealth Partners
Virginia
$479K +$305K +5,152 +153%
LWCFA
1187
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$478K -$157K -2,660 -24%
MWM
1188
Meridian Wealth Management
Kentucky
$478K +$1.24K +21 +0.2%
HFAS
1189
Hummer Financial Advisory Services
Illinois
$476K -$20.1K -340 -4%
PA
1190
Procyon Advisors
Connecticut
$474K +$31.3K +529 +7%
ECM
1191
Evergreen Capital Management
Washington
$473K -$237 -4 -0%
FFS
1192
Founders Financial Securities
Maryland
$473K +$18.6K +314 +4%
QI
1193
Qtron Investments
Massachusetts
$472K
BCA
1194
Bay Colony Advisors
Massachusetts
$471K -$19.1K -323 -4%
RP
1195
Riverbridge Partners
Minnesota
$470K
PCG
1196
Private Capital Group
Connecticut
$469K -$8.81K -149 -2%
SPC
1197
Stewart & Patten Company
California
$469K
FAM
1198
Fulcrum Asset Management
United Kingdom
$468K
CAL
1199
Capital Analysts LLC
Pennsylvania
$468K +$16.1K +273 +3%
VVP
1200
Venture Visionary Partners
Ohio
$466K +$10.1K +171 +2%

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.