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US Bancorp

1,684 hedge funds and large institutions have $51.7B invested in US Bancorp in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 745 increasing their positions, 573 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 745 | Existing positions reduced: 573

19% more call options, than puts

Call options by funds: $180M | Put options by funds: $151M

0.13% less ownership

Funds ownership: 75.85%75.73% (-0.13%)

4% less funds holding

Funds holding: 1,7541,684 (-70)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

13% less capital invested

Capital invested by funds: $59.4B → $51.7B (-$7.74B)

36% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 124

Holders
1,684
Holders Change
-70
Holders Change %
-3.99%
% of All Funds
28.37%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.59%
New
79
Increased
745
Reduced
573
Closed
124
Calls
$180M
Puts
$151M
Net Calls
+$29.1M
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1351
Putnam Investments
Massachusetts
$252K -$2.2K -44 -0.8%
PWMAG
1352
Pinnacle Wealth Management Advisory Group
New Jersey
$251K +$272K +5,452 New
RTC
1353
Riverview Trust Company
Washington
$250K -$54K -1,081 -17%
OTPPB
1354
Ontario Teachers' Pension Plan Board
Ontario, Canada
$250K -$46.3K -928 -15%
LIM
1355
Loudon Investment Management
New Hampshire
$250K +$9.98K +200 +4%
PFA
1356
Pure Financial Advisors
California
$249K -$97.1K -1,944 -26%
SAM
1357
Selway Asset Management
$249K +$270K +5,400 New
AC
1358
ASB Consultores
Florida
$248K
MPCG
1359
Matrix Private Capital Group
New York
$247K -$7.44K -149 -3%
OWP
1360
Obermeyer Wealth Partners
Colorado
$247K +$5.14K +103 +2%
PWM
1361
Paulson Wealth Management
Illinois
$246K +$6.59K +132 +3%
CG
1362
Cutler Group
California
$246K +$12.3K +247 +5%
KWM
1363
KerberRose Wealth Management
Wisconsin
$246K +$267K +5,342 New
HPC
1364
HM Payson & Co
Maine
$245K -$6.49K -130 -2%
PCM
1365
Pointe Capital Management
Michigan
$245K
OWA
1366
Opal Wealth Advisors
New York
$243K -$15.1K -303 -5%
LWM
1367
Liberty Wealth Management
California
$243K -$3.65K -73 -1%
W
1368
Wealthquest
Ohio
$242K -$20K -400 -7%
AMC
1369
Asset Management Corp
Illinois
$242K +$2.2K +44 +0.8%
EIG
1370
Ellenbecker Investment Group
Wisconsin
$241K +$1.2K +24 +0.5%
LA
1371
LVW Advisors
New York
$241K +$8.24K +165 +3%
Q
1372
QVR
California
$240K -$126K -2,515 -33%
HC
1373
Hamilton Capital
Ohio
$240K -$7.94K -159 -3%
KFP
1374
KMG Fiduciary Partners
Ohio
$239K
CC
1375
Centiva Capital
New York
$238K -$144K -2,893 -36%

USB Hedge Fund Activity: Q2 2022 in Review

1,684 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2022, worth a combined $51.7B — down 13% from $59.4B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of USB and 79 opened new positions — a net loss of 45 holders — while 573 trimmed existing stakes and 745 added.

The largest buyer was Fidelity Investments, adding an estimated $281M. The largest seller was JP Morgan Chase, cutting an estimated $349M.

  • 1,684 institutional investors held US Bancorp (USB) as of Q2 2022, down from 1,754 in Q1 2022.
  • Funds reported $51.7B of US Bancorp stock for Q2 2022, down 13% quarter-over-quarter.
  • 79 funds opened new US Bancorp positions in Q2 2022 and 124 closed out, a net change of -45 holders.
  • The largest US Bancorp buyer in Q2 2022 was Fidelity Investments, an estimated $281M added.
  • The largest US Bancorp seller in Q2 2022 was JP Morgan Chase, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2022.