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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
VA
1176
Valmark Advisers
Ohio
$448K -$11.3K -197 -2%
PCG
1177
Private Capital Group
Connecticut
$448K +$4.54K +79 +1%
QI
1178
Qtron Investments
Massachusetts
$446K
TWM
1179
Thrive Wealth Management
Pennsylvania
$445K -$46.5K -809 -9%
RP
1180
Riverbridge Partners
Minnesota
$445K
SPC
1181
Stewart & Patten Company
California
$444K
CAL
1182
Capital Analysts LLC
Pennsylvania
$444K +$1.61K +28 +0.3%
VVP
1183
Venture Visionary Partners
Ohio
$444K +$3.62K +63 +0.8%
LWCFA
1184
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$443K -$10.1K -176 -2%
BFPW
1185
BOK Financial Private Wealth
Colorado
$443K +$78K +1,357 +19%
CWAG
1186
Compton Wealth Advisory Group
Virginia
$443K +$478K +8,326 New
RWA
1187
Ropes Wealth Advisors
Massachusetts
$442K -$143K -2,489 -23%
SC
1188
Steph & Co
Wisconsin
$441K +$6.15K +107 +1%
MCM
1189
Mitchell Capital Management
Kansas
$438K
DMBA
1190
Deseret Mutual Benefit Administrators
Utah
$435K -$81.4K -1,416 -15%
LFA
1191
Laraway Financial Advisors
Minnesota
$435K
ML
1192
McAdam LLC
Pennsylvania
$435K +$1.44K +25 +0.3%
BCA
1193
Bay Colony Advisors
Massachusetts
$434K -$12.3K -214 -3%
LA
1194
Latitude Advisors
Florida
$432K +$467K +8,131 New
LWANC
1195
Laurel Wealth Advisors (North Carolina)
North Carolina
$429K
CC
1196
Centiva Capital
New York
$428K +$463K +8,061 New
AUB
1197
Atlantic Union Bankshares
Virginia
$427K +$2.93K +51 +0.6%
CFFP
1198
Center for Financial Planning
Michigan
$424K
BDFN
1199
Bond & Devick Financial Network
Minnesota
$422K
Two Sigma Advisers
1200
Two Sigma Advisers
New York
$420K +$454K +7,900 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.