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US Bancorp

1,754 hedge funds and large institutions have $59.4B invested in US Bancorp in 2022 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 709 increasing their positions, 632 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 632

11% more call options, than puts

Call options by funds: $304M | Put options by funds: $274M

0.41% more ownership

Funds ownership: 75.45%75.85% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2% less funds holding

Funds holding: 1,7911,754 (-37)

5% less capital invested

Capital invested by funds: $62.7B → $59.4B (-$3.29B)

14% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 127

Holders
1,754
Holders Change
-37
Holders Change %
-2.07%
% of All Funds
27.67%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
109
Increased
709
Reduced
632
Closed
127
Calls
$304M
Puts
$274M
Net Calls
+$29.6M
Net Calls Change
-$50M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1351
Opal Wealth Advisors
New York
$296K +$16.9K +294 +6%
GFS
1352
GYL Financial Synergies
Connecticut
$295K -$119K -2,075 -27%
PI
1353
Putnam Investments
Massachusetts
$294K -$9.48K -165 -3%
UAML
1354
US Asset Management LLC
Pennsylvania
$294K +$3.16K +55 +1%
BDF
1355
Balasa Dinverno & Foltz
$294K +$75.4K +1,312 +31%
MPCG
1356
Matrix Private Capital Group
New York
$293K -$57 -1 -0%
FIM
1357
Fruth Investment Management
Texas
$292K
FAM
1358
Fulcrum Asset Management
United Kingdom
$292K
HCP
1359
Holt Capital Partners
Texas
$292K
CAGAS
1360
Capital Advisory Group Advisory Services
Minnesota
$290K +$12.8K +222 +4%
HPC
1361
HM Payson & Co
Maine
$290K +$48.6K +846 +18%
MC
1362
Miramar Capital
Illinois
$290K +$314K +5,459 New
B
1363
Barings
North Carolina
$289K
IP
1364
Ignite Planners
California
$289K +$53.3K +927 +19%
MFA
1365
Mayflower Financial Advisors
Massachusetts
$288K -$1.15K -20 -0.4%
FBFS
1366
First Business Financial Services
Wisconsin
$288K +$18.4K +321 +6%
AC
1367
ASB Consultores
Florida
$287K -$271K -4,714 -47%
SVCP
1368
Silicon Valley Capital Partners
California
$287K +$311K +5,405 New
PG
1369
Pendal Group
Australia
$286K
HC
1370
Hamilton Capital
Ohio
$286K +$50.5K +878 +20%
STA
1371
Summit Trail Advisors
New York
$286K +$307K +5,338 New
LWM
1372
Liberty Wealth Management
California
$285K +$309K +5,372 New
PCM
1373
Pointe Capital Management
Michigan
$283K
NB
1374
Nicolet Bankshares
Wisconsin
$282K +$13.8K +240 +5%
OWP
1375
Obermeyer Wealth Partners
Colorado
$280K +$18.5K +322 +7%

USB Hedge Fund Activity: Q1 2022 in Review

1,754 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2022, worth a combined $59.4B — down 5.2% from $62.7B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of USB and 109 opened new positions — a net loss of 18 holders — while 632 trimmed existing stakes and 709 added.

The largest buyer was Magellan Asset Management, adding an estimated $733M. The largest seller was Massachusetts Financial Services, cutting an estimated $558M.

  • 1,754 institutional investors held US Bancorp (USB) as of Q1 2022, down from 1,791 in Q4 2021.
  • Funds reported $59.4B of US Bancorp stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 109 funds opened new US Bancorp positions in Q1 2022 and 127 closed out, a net change of -18 holders.
  • The largest US Bancorp buyer in Q1 2022 was Magellan Asset Management, an estimated $733M added.
  • The largest US Bancorp seller in Q1 2022 was Massachusetts Financial Services, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2022.