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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
GI
1201
GAMCO Investors
Connecticut
$463K -$94.6K -1,600 -16%
MCM
1202
Mitchell Capital Management
Kansas
$463K
IB
1203
Intrust Bank
Kansas
$462K -$18.4K -311 -4%
SC
1204
Steph & Co
Wisconsin
$460K -$2.37K -40 -0.5%
ML
1205
McAdam LLC
Pennsylvania
$459K +$10.3K +175 +2%
LFA
1206
Laraway Financial Advisors
Minnesota
$459K +$484K +8,180 New
SSG
1207
Summit Securities Group
New York
$456K -$176K -2,973 -27%
LWANC
1208
Laurel Wealth Advisors (North Carolina)
North Carolina
$453K -$11.8K -200 -2%
WA1
1209
Wimmer Associates 1
California
$451K +$60.9K +1,030 +15%
UIA
1210
UBP Investment Advisors
Switzerland
$450K +$6.8K +115 +1%
AUB
1211
Atlantic Union Bankshares
Virginia
$448K -$60.3K -1,019 -11%
CFFP
1212
Center for Financial Planning
Michigan
$448K
FCA
1213
FinTrust Capital Advisors
South Carolina
$448K +$81.8K +1,383 +21%
MI
1214
Markston International
New York
$447K -$222K -3,755 -32%
BDFN
1215
Bond & Devick Financial Network
Minnesota
$446K +$23.7K +400 +5%
CAM
1216
Cubic Asset Management
Massachusetts
$446K +$470K +7,945 New
OTPPB
1217
Ontario Teachers' Pension Plan Board
Ontario, Canada
$445K +$142K +2,393 +43%
SMH
1218
Sanders Morris Harris
Texas
$443K
SFP
1219
Sweet Financial Partners
Minnesota
$443K +$467K +7,888 New
NICM
1220
Neo Ivy Capital Management
New York
$441K +$254K +4,290 +121%
DWM
1221
Dakota Wealth Management
Florida
$438K +$2.96K +50 +0.6%
BIA
1222
Bigelow Investment Advisors
Maine
$435K +$4.73K +80 +1%
PT
1223
Plimoth Trust
Massachusetts
$434K -$296 -5 -0.1%
HL
1224
HeadInvest LLC
Maine
$433K +$5.03K +85 +1%
HWAM
1225
Hennion & Walsh Asset Management
New Jersey
$433K +$150K +2,542 +49%

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.