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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
WAM
1401
Walker Asset Management
Missouri
$225K +$2.8K +56 +1%
OWA
1402
Octavia Wealth Advisors
Ohio
$224K -$5.14K -103 -2%
B
1403
Barings
North Carolina
$223K -$28.9K -579 -11%
GPA
1404
Garrison Point Advisors
California
$223K
MHIC
1405
Marble Harbor Investment Counsel
Massachusetts
$223K
PPW
1406
Pinnacle Private Wealth
Massachusetts
$222K -$18K -360 -7%
AWAG
1407
ARS Wealth Advisors Group
Florida
$221K
CB
1408
Cadence Bank
Mississippi
$221K +$2.35K +47 +1%
ISB
1409
Iowa State Bank
Iowa
$220K -$22.2K -444 -8%
LCM
1410
LVM Capital Management
Michigan
$220K
GHAM
1411
Gilman Hill Asset Management
Connecticut
$219K -$9.09K -182 -4%
FBT
1412
First Bankers Trust
Kentucky
$219K +$2.5K +50 +1%
DBT
1413
Dubuque Bank & Trust
Iowa
$218K
TFA
1414
Transamerica Financial Advisors
Florida
$218K +$236K +4,728 New
HA
1415
HFG Advisors
Ohio
$216K
AWM
1416
Accurate Wealth Management
Florida
$216K +$29.9K +598 +15%
SCP
1417
Sandhill Capital Partners
New York
$215K
JIC
1418
Joel Isaacson & Co
New York
$215K +$3.19K +64 +1%
TNBTD
1419
Trustmark National Bank Trust Department
Mississippi
$215K +$15.4K +308 +7%
TWA
1420
TCI Wealth Advisors
Arizona
$215K +$19.9K +399 +9%
SAM
1421
Secure Asset Management
Michigan
$215K +$233K +4,676 New
NAM
1422
NorthCrest Asset Manangement
Minnesota
$214K
SVWAG
1423
Sound View Wealth Advisors Group
Georgia
$214K
TFCP
1424
Twin Focus Capital Partners
Massachusetts
$214K +$5.79K +116 +3%
TIA
1425
Tiemann Investment Advisors
California
$213K

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.