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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
CIM
1276
Contravisory Investment Management
Massachusetts
$385K +$64.1K +1,084 +19%
ITIM
1277
Indiana Trust & Investment Management
Indiana
$383K -$5.92K -100 -1%
HH
1278
Hilltop Holdings
Texas
$383K +$76.4K +1,291 +23%
FSCM
1279
Front Street Capital Management
Montana
$382K -$10.1K -171 -2%
FWP
1280
FAS Wealth Partners
Kansas
$382K +$4.85K +82 +1%
JWM
1281
Janiczek Wealth Management
Colorado
$381K -$355 -6 -0.1%
EI
1282
Ellevest Inc
New York
$380K -$25.4K -429 -6%
CIA
1283
Capital Investment Advisors
Georgia
$380K +$13.9K +235 +4%
PAM
1284
Peak Asset Management
Colorado
$379K
MSS
1285
Mitchell Sinkler & Starr
Pennsylvania
$376K +$32.5K +550 +9%
FFA
1286
First Foundation Advisors
California
$376K +$152K +2,571 +62%
IFG
1287
Investors Financial Group
Minnesota
$375K -$117K -1,984 -23%
NPF
1288
Norris Perne & French
Michigan
$374K +$85.9K +1,452 +28%
CRIG
1289
Charter Research & Investment Group
Connecticut
$371K
IHL
1290
Investment House LLC
California
$371K
SWM
1291
Sculati Wealth Management
Michigan
$371K
TSS
1292
Two Sigma Securities
New York
$370K -$1M -16,940 -72%
CIM
1293
CIM Investment Management
Pennsylvania
$369K -$7.51K -127 -2%
CPA
1294
Capital Performance Advisors
California
$369K +$380K +6,428 New
VFA
1295
Voya Financial Advisors
Connecticut
$368K -$3.08K -52 -0.8%
PTC
1296
Provident Trust Company
Wisconsin
$367K
XT
1297
XTX Topco
Cayman Islands
$366K -$391K -6,604 -50%
BONH
1298
Bank of New Hampshire
New Hampshire
$366K -$31.7K -536 -8%
GSWM
1299
Golden State Wealth Management
California
$366K +$386K +6,518 New
LFAS
1300
Level Four Advisory Services
Texas
$365K -$723K -12,224 -65%

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.