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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
OWA
1426
Octavia Wealth Advisors
Ohio
$269K +$3.37K +57 +1%
BFIM
1427
Beese Fulmer Investment Management
Ohio
$266K +$61.5K +1,040 +28%
FBT
1428
First Bankers Trust
Kentucky
$264K
HW
1429
Hancock Whitney
Mississippi
$264K +$43.4K +733 +18%
MA
1430
MKT Advisors
California
$264K +$271K +4,585 New
SCP
1431
Sandhill Capital Partners
New York
$263K
SVWAG
1432
Sound View Wealth Advisors Group
Georgia
$262K
AW
1433
ACG Wealth
Georgia
$262K +$44.5K +752 +19%
TWM
1434
Titus Wealth Management
California
$261K +$4.02K +68 +1%
NAM
1435
NorthCrest Asset Manangement
Minnesota
$261K +$275K +4,650 New
PCS
1436
Personal CFO Solutions
New Jersey
$260K +$36.8K +623 +16%
BIP
1437
Blueprint Investment Partners
North Carolina
$260K +$121K +2,044 +79%
CIP
1438
Convergence Investment Partners
Florida
$259K -$7.63K -129 -3%
BCM
1439
Breiter Capital Management
Florida
$259K +$10.1K +170 +4%
EWA
1440
Encompass Wealth Advisors
Oregon
$258K -$12.5K -212 -4%
FCFC
1441
First Commonwealth Financial Corp
Pennsylvania
$258K -$177 -3 -0.1%
CSWG
1442
Cardinal Strategic Wealth Guidance
Kentucky
$258K
HPC
1443
HM Payson & Co
Maine
$258K
JIC
1444
Joel Isaacson & Co
New York
$258K +$237 +4 +0.1%
AAP
1445
Arax Advisory Partners
Colorado
$257K +$177 +3 +0.1%
Kovitz Investment Group Partners
1446
Kovitz Investment Group Partners
Illinois
$256K -$1.63M -27,528 -83%
CI
1447
CX Institutional
Indiana
$255K -$4.44K -75 -2%
BRWM
1448
B. Riley Wealth Management
Tennessee
$255K +$43.6K +737 +19%
ACA
1449
Aptus Capital Advisors
Alabama
$254K +$266K +4,498 New
DIA
1450
Davidson Investment Advisors
Montana
$253K -$126K -2,131 -32%

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.