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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
PI
1351
Putnam Investments
Massachusetts
$320K -$2.96K -50 -0.9%
PLFAM
1352
Pineno Levin & Ford Asset Management
Virginia
$320K
MWM
1353
Merriman Wealth Management
Washington
$318K -$12K -203 -3%
W
1354
Wealthquest
Ohio
$318K
JBA
1355
Johnson Bixby & Associates
Washington
$317K -$26.6K -450 -7%
BRC
1356
Bell Rock Capital
Delaware
$317K +$319K +5,386 New
KWA
1357
Kellett Wealth Advisors
Ohio
$317K +$333K +5,636 New
CG
1358
Corundum Group
Colorado
$315K +$43.2K +730 +15%
UCI
1359
Uncommon Cents Investing
Wisconsin
$314K
BFG
1360
Berger Financial Group
Minnesota
$314K +$14.7K +248 +5%
MFG
1361
Menard Financial Group
Texas
$313K -$11.9K -201 -3%
CB
1362
Cadence Bank
Mississippi
$313K
CIP
1363
Capital Insight Partners
Arizona
$313K
EWM
1364
Evermay Wealth Management
Virginia
$312K +$7.69K +130 +2%
CPWA
1365
Cerro Pacific Wealth Advisors
California
$311K -$44.2K -748 -12%
FMB
1366
Field & Main Bank
Kentucky
$311K +$19.8K +335 +6%
MPCG
1367
Matrix Private Capital Group
New York
$310K +$16.1K +273 +5%
PPW
1368
Pinnacle Private Wealth
Massachusetts
$310K +$326K +5,515 New
HCP
1369
Holt Capital Partners
Texas
$309K
RWM
1370
Ritholtz Wealth Management
New York
$309K +$11.9K +202 +4%
UAML
1371
US Asset Management LLC
Pennsylvania
$308K -$473 -8 -0.1%
FIM
1372
Fruth Investment Management
Texas
$308K
MFA
1373
Mayflower Financial Advisors
Massachusetts
$306K -$177 -3 -0.1%
PWM
1374
Paulson Wealth Management
Illinois
$306K +$322K +5,449 New
B
1375
Barings
North Carolina
$305K -$36K -608 -10%

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.