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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
MPAM
1226
Murphy Pohlad Asset Management
Minnesota
$432K -$17.4K -294 -4%
PJSIMP
1227
P.J. Schmidt Investment Management (PJS)
Wisconsin
$431K
AFG
1228
Allegheny Financial Group
Pennsylvania
$429K +$118 +2 +0%
GFS
1229
GYL Financial Synergies
Connecticut
$429K +$74.3K +1,256 +20%
BFO
1230
Boston Family Office
Massachusetts
$426K +$16.3K +276 +4%
HR
1231
Hardy Reed
Mississippi
$425K
FAFN
1232
First Affirmative Financial Network
Colorado
$425K +$10.2K +172 +2%
SXL
1233
Summit X LLC
Missouri
$421K -$29.6K -501 -6%
DWM
1234
Doyle Wealth Management
Florida
$421K -$29K -490 -6%
FI
1235
Fractal Investments
Connecticut
$420K +$442K +7,469 New
TCA
1236
Transcend Capital Advisors
New Jersey
$419K -$21.7K -367 -5%
MLFP
1237
MPS Loria Financial Planners
Illinois
$419K
ESBC
1238
E.S. Barr & Co
Kentucky
$418K
CSB
1239
City State Bank
Iowa
$418K +$440K +7,444 New
FWM
1240
Focused Wealth Management
New York
$417K +$296 +5 +0.1%
BCM
1241
Brookstone Capital Management
Illinois
$416K +$37.3K +631 +10%
FNB
1242
Farmers National Bank
Kentucky
$415K -$104K -1,751 -19%
FAM
1243
Fenimore Asset Management
New York
$412K
LIA
1244
LBMC Investment Advisors
Tennessee
$411K -$875K -14,801 -67%
TCM
1245
Tributary Capital Management
Nebraska
$410K -$13.6K -230 -3%
DHFB
1246
Dixon Hubard Feinour & Brown
Virginia
$410K +$432K +7,296 New
ACM
1247
Argent Capital Management
Missouri
$408K
AWM
1248
Aevitas Wealth Management
Massachusetts
$407K +$828 +14 +0.2%
PP
1249
PDS Planning
Ohio
$406K +$5.26K +89 +1%
BS
1250
Boenning & Scattergood
Pennsylvania
$406K +$17.4K +295 +4%

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.