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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
RWM
1401
RBA Wealth Management
California
$268K -$3.42M -59,477 -92%
MWM
1402
Mission Wealth Management
California
$267K -$62.5K -1,088 -18%
RCG
1403
Resource Consulting Group
Florida
$267K
FW
1404
FirstPurpose Wealth
Utah
$267K +$50.4K +877 +21%
DS
1405
DRW Securities
Illinois
$266K -$380K -6,614 -57%
HCA
1406
Hyperion Capital Advisors
New York
$266K
PCOC
1407
Power Corp of Canada
Canada
$266K +$287K +5,000 New
NQWM
1408
Northwest Quadrant Wealth Management
Oregon
$265K -$298K -5,180 -51%
TB
1409
Terril Brothers
Missouri
$265K -$63.2K -1,100 -18%
PCMK
1410
Paragon Capital Management (Kansas)
Kansas
$263K
GHAM
1411
Gilman Hill Asset Management
Connecticut
$262K -$14K -243 -5%
OWA
1412
Octavia Wealth Advisors
Ohio
$262K +$8.33K +145 +3%
SNBOSD
1413
Security National Bank of So Dak
Iowa
$262K +$283K +4,932 New
VBFP
1414
Valtinson Bruner Financial Planning
Minnesota
$261K
PPWM
1415
PFG Private Wealth Management
Florida
$260K +$274K +4,762 +3,635%
FWM
1416
Focused Wealth Management
New York
$259K -$146K -2,544 -34%
MHIC
1417
Marble Harbor Investment Counsel
Massachusetts
$258K
GPA
1418
Garrison Point Advisors
California
$257K
WAM
1419
Walker Asset Management
Missouri
$257K +$287 +5 +0.1%
PCS
1420
Personal CFO Solutions
New Jersey
$256K +$10.3K +180 +4%
AWAG
1421
ARS Wealth Advisors Group
Florida
$255K
CB
1422
Cadence Bank
Mississippi
$254K -$45.4K -790 -14%
CASB
1423
Cape Ann Savings Bank
Massachusetts
$254K -$6.44K -112 -2%
LCM
1424
LVM Capital Management
Michigan
$254K
CFG
1425
Cooper Financial Group
California
$253K +$14.9K +260 +6%

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.