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US Bancorp
USB

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: 1,677 → 1,791 (+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: 50 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$248M
2
Millennium Management
Millennium Management
New York
+$132M
3
Ameriprise
Ameriprise
Minnesota
+$129M
4
State Street
State Street
Massachusetts
+$109M
5
BlackRock
BlackRock
New York
+$106M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$221M
2
Invesco
Invesco
Georgia
-$138M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$116M
4
Holocene Advisors
Holocene Advisors
New York
-$92.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$85.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1376
Wendell David Associates
New Hampshire
$305K +$59.3K +1,002 +23%
SC
1377
Siena Capital
Ohio
$304K +$321K +5,419 New
PG
1378
Pendal Group
Australia
$302K – – –
SFG
1379
Summit Financial Group
West Virginia
$302K – – –
SCM
1380
Stevens Capital Management
Pennsylvania
$302K +$318K +5,377 New
SIA
1381
Schechter Investment Advisors
Michigan
$301K +$317K +5,368 New
SIM
1382
Sadoff Investment Management
Wisconsin
$300K -$10.1K -171 -3%
PCM
1383
Pointe Capital Management
Michigan
$299K – – –
LCP
1384
Legacy Capital Partners
Wisconsin
$298K -$79.8K -1,350 -20%
USCWA
1385
U.S. Capital Wealth Advisors
Texas
$298K +$10.3K +175 +3%
OWA
1386
Opal Wealth Advisors
New York
$297K -$11.7K -197 -4%
GA
1387
Geller Advisors
New York
$297K +$177 +3 +0.1%
IP
1388
Ignite Planners
California
$297K +$282K +4,769 New
RCAG
1389
Rehmann Capital Advisory Group
Michigan
$295K -$19.6K -332 -6%
SSB
1390
Sandy Spring Bank
Maryland
$295K -$4.26K -72 -1%
LIM
1391
Loudon Investment Management
New Hampshire
$294K – – –
CAGAS
1392
Capital Advisory Group Advisory Services
Minnesota
$294K +$16.4K +277 +6%
PO
1393
Private Ocean
California
$292K +$9.88K +167 +3%
AWM
1394
Accel Wealth Management
Iowa
$292K +$195K +3,300 +174%
EIG
1395
Ellenbecker Investment Group
Wisconsin
$291K -$7.57K -128 -2%
KFP
1396
KMG Fiduciary Partners
Ohio
$291K – – –
GHAM
1397
Gilman Hill Asset Management
Connecticut
$291K +$2.96K +50 +1%
QIM
1398
Quest Investment Management
Oregon
$290K – – –
AFS
1399
Annapolis Financial Services
Maryland
$288K -$16K -270 -5%
LB
1400
Legacy Bridge
Iowa
$288K – – –
54 55
56
57 58

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.