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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
NCM
1401
Northwest Capital Management
Oregon
$288K +$50K +845 +21%
FBFS
1402
First Business Financial Services
Wisconsin
$287K +$20.7K +350 +7%
LA
1403
LVW Advisors
New York
$287K +$23.1K +390 +8%
FFMBT
1404
First Farmers & Merchants Bank Trust
Tennessee
$287K +$302K +5,108 New
NB
1405
Nicolet Bankshares
Wisconsin
$285K +$16.6K +280 +6%
KAM
1406
KEB Asset Management
Illinois
$285K +$300K +5,079 New
RCG
1407
Resource Consulting Group
Florida
$282K +$297K +5,025 New
MWC
1408
MBM Wealth Consultants
Missouri
$281K -$228K -3,855 -44%
YIH
1409
Y-Intercept (HK)
Hong Kong
$281K -$135K -2,288 -31%
HCA
1410
Hyperion Capital Advisors
New York
$281K
PCMK
1411
Paragon Capital Management (Kansas)
Kansas
$278K
VBFP
1412
Valtinson Bruner Financial Planning
Minnesota
$278K +$5.44K +92 +2%
FWM
1413
Frontier Wealth Management
Missouri
$278K +$11.4K +193 +4%
OWP
1414
Obermeyer Wealth Partners
Colorado
$278K +$53.1K +898 +22%
CS
1415
Capital Square
Tennessee
$277K -$97.5K -1,649 -26%
CASB
1416
Cape Ann Savings Bank
Massachusetts
$275K -$36.1K -610 -11%
AC
1417
Avestar Capital
New York
$274K +$286K +4,831 New
MHIC
1418
Marble Harbor Investment Counsel
Massachusetts
$273K
SB
1419
Strategic Blueprint
Georgia
$273K +$287K +4,852 New
GPA
1420
Garrison Point Advisors
California
$272K
WAM
1421
Walker Asset Management
Missouri
$271K +$286K +4,829 New
AWAG
1422
ARS Wealth Advisors Group
Florida
$270K
IAIM
1423
International Assets Investment Management
Florida
$270K +$10.2K +172 +3%
KIG
1424
Kowal Investment Group
Wisconsin
$270K +$54.7K +925 +24%
LCM
1425
LVM Capital Management
Michigan
$269K

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.