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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
PBT
1251
Pictet Bank & Trust
Bahamas
$404K
PIM
1252
Progressive Investment Management
Oregon
$404K
RIM
1253
Regent Investment Management
Kentucky
$403K +$14.8K +250 +4%
CIC
1254
Chase Investment Counsel
Virginia
$402K +$3.43K +58 +0.8%
PFT
1255
Providence First Trust
Arizona
$401K
MCM
1256
Maryland Capital Management
Maryland
$401K +$25.3K +428 +6%
KWM
1257
Kolinsky Wealth Management
New Jersey
$401K +$422K +7,140 New
LC
1258
Lincoln Capital
Nebraska
$400K
BBW
1259
Blue Barn Wealth
Utah
$399K +$120K +2,036 +40%
ACM
1260
Azimuth Capital Management
Michigan
$397K -$109K -1,838 -21%
NP
1261
NorthRock Partners
Minnesota
$397K +$81.5K +1,378 +24%
VWM
1262
Valley Wealth Managers
New Jersey
$396K -$5.92K -100 -1%
CGA
1263
Crescent Grove Advisors
Illinois
$395K +$412K +6,974 New
GL
1264
Graypoint LLC
New York
$394K -$26.4K -446 -6%
NAM
1265
NTV Asset Management
West Virginia
$394K
ISB
1266
Iowa State Bank
Iowa
$392K -$20.7K -350 -5%
BFPW
1267
BOK Financial Private Wealth
Colorado
$392K +$22.9K +387 +6%
PP
1268
Patron Partners
Texas
$391K +$112K +1,897 +37%
AssetMark Inc
1269
AssetMark Inc
California
$391K +$125K +2,110 +44%
PGAM
1270
Princeton Global Asset Management
New Jersey
$389K
DIA
1271
Dana Investment Advisors
Wisconsin
$389K +$14.3K +242 +4%
Parallax Volatility Advisers
1272
Parallax Volatility Advisers
California
$388K -$4.94M -83,574 -92%
LA
1273
LexAurum Advisors
Kansas
$388K +$6.62K +112 +2%
EWM
1274
Endurance Wealth Management
Rhode Island
$387K -$48.8K -825 -11%
AIA
1275
Angeles Investment Advisors
California
$385K +$6.98K +118 +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.