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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
SFO
1326
Stokes Family Office
Louisiana
$339K +$70.7K +1,195 +25%
SBL
1327
Sargent Bickham Lagudis
Colorado
$338K +$2.9K +49 +0.8%
SDAM
1328
Shulman DeMeo Asset Management
New York
$338K +$3.08K +52 +0.9%
Fayez Sarofim & Co
1329
Fayez Sarofim & Co
Texas
$338K +$356K +6,015 New
LNWTC
1330
Laird Norton Wetherby Trust Company
Washington
$337K
CCM
1331
Check Capital Management
California
$336K -$207K -3,500 -37%
AT
1332
Arvest Trust
Oklahoma
$336K +$354K +5,981 New
TBA
1333
Tower Bridge Advisors
Pennsylvania
$335K -$11.8K -200 -3%
BA
1334
Ballast Advisors
Minnesota
$335K +$237 +4 +0.1%
IP
1335
Innovative Portfolios
Indiana
$334K
AWM
1336
Aberdeen Wealth Management
Illinois
$334K +$237 +4 +0.1%
OFS
1337
OneAscent Financial Services
Alabama
$334K +$352K +5,948 New
DLCIG
1338
D.L. Carlson Investment Group
New Hampshire
$332K
ST
1339
Spinnaker Trust
Maine
$332K
RIA
1340
Realta Investment Advisors
Delaware
$332K +$710 +12 +0.2%
KCM
1341
Karp Capital Management
California
$332K +$54.5K +922 +18%
RDFA
1342
Ritter Daniher Financial Advisory
Ohio
$330K -$2.96K -50 -0.8%
WAAG
1343
Wealth Alliance Advisory Group
Kansas
$329K -$22.6K -382 -6%
GAB
1344
German American Bancorp
Indiana
$328K
TCM
1345
Tradewinds Capital Management
Washington
$327K
BAM
1346
Belpointe Asset Management
Nevada
$327K +$74.5K +1,259 +28%
MIFH
1347
Migdal Insurance & Financial Holdings
Israel
$326K -$1.27M -21,523 -79%
S
1348
Seeyond
France
$325K
MWM
1349
Mattern Wealth Management
Kansas
$322K -$3.96K -67 -1%
FWM
1350
FSA Wealth Management
Massachusetts
$322K +$3.08K +52 +0.9%

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.