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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
WPA
1176
West Paces Advisors
Georgia
$386K -$12.5K -250 -3%
TWM
1177
Thrive Wealth Management
Pennsylvania
$385K -$749 -15 -0.2%
PHS
1178
Pekin Hardy Strauss
Illinois
$384K -$435K -8,715 -51%
GA
1179
GoalVest Advisory
New York
$384K -$251K -5,035 -38%
SPC
1180
Stewart & Patten Company
California
$384K
LFAS
1181
Level Four Advisory Services
Texas
$383K +$44.5K +891 +12%
MCM
1182
Mitchell Capital Management
Kansas
$380K
ML
1183
McAdam LLC
Pennsylvania
$379K +$2.3K +46 +0.6%
FIA
1184
Foundations Investment Advisors
Arizona
$378K +$19.4K +388 +5%
WG
1185
Welch Group
Alabama
$374K -$62.5K -1,252 -13%
FCA
1186
FinTrust Capital Advisors
South Carolina
$371K -$64.1K -1,283 -14%
LWANC
1187
Laurel Wealth Advisors (North Carolina)
North Carolina
$371K
BWM
1188
BNC Wealth Management
Oregon
$371K +$29.5K +590 +8%
LFA
1189
Laraway Financial Advisors
Minnesota
$369K -$8.49K -170 -2%
CFFP
1190
Center for Financial Planning
Michigan
$367K
EFG
1191
Everhart Financial Group
Ohio
$367K +$184K +3,679 +86%
CANY
1192
Caxton Associates (New York)
New York
$367K +$398K +7,978 New
CWM
1193
Cahaba Wealth Management
Georgia
$366K -$113K -2,255 -22%
AUB
1194
Atlantic Union Bankshares
Virginia
$365K -$4.99K -100 -1%
MLA
1195
My Legacy Advisors
Oregon
$365K +$393K +7,867 New
FIB
1196
First Interstate Bank
Montana
$364K +$62.2K +1,245 +19%
GIA
1197
Gateway Investment Advisers
Ohio
$363K -$100 -2 -0%
PP
1198
PDS Planning
Ohio
$362K +$17.2K +345 +5%
SMH
1199
Sanders Morris Harris
Texas
$361K
SFO
1200
Stokes Family Office
Louisiana
$361K +$112K +2,243 +40%

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.