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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
MWC
1451
MBM Wealth Consultants
Missouri
$238K -$29.6K -515 -10%
FWM
1452
Frontier Wealth Management
Missouri
$237K -$17.4K -303 -6%
CWM
1453
C2C Wealth Management
Arizona
$237K -$804 -14 -0.3%
FANJ
1454
Financial Architects (New Jersey)
New Jersey
$236K +$1.03K +18 +0.4%
BIP
1455
Blueprint Investment Partners
North Carolina
$235K -$11.3K -197 -4%
NCM
1456
Northwest Capital Management
Oregon
$234K -$24.5K -426 -9%
CCC
1457
Chelsea Counsel Company
California
$234K -$2.87K -50 -1%
MWP
1458
MYCIO Wealth Partners
Pennsylvania
$234K
IP
1459
Investment Partners
Ohio
$234K +$402 +7 +0.2%
SIM
1460
Sadoff Investment Management
Wisconsin
$232K -$55.5K -965 -18%
TNBTD
1461
Trustmark National Bank Trust Department
Mississippi
$232K -$1.44K -25 -0.6%
LCS
1462
Levin Capital Strategies
New York
$231K
DA
1463
Dillon & Associates
Michigan
$230K -$1.95K -34 -0.8%
ACM
1464
AUA Capital Management
Pennsylvania
$230K
GWS
1465
Glassman Wealth Services
Virginia
$230K +$22.4K +389 +10%
SPP
1466
Single Point Partners
Massachusetts
$230K +$248K +4,319 New
WA
1467
Waverly Advisors
Alabama
$229K
FAFN
1468
First Affirmative Financial Network
Colorado
$228K -$188K -3,271 -43%
EFG
1469
Everhart Financial Group
Ohio
$228K -$5.34K -93 -2%
FNBSF
1470
First National Bank Sioux Falls
South Dakota
$228K +$2.87K +50 +1%
TWA
1471
TCI Wealth Advisors
Arizona
$227K -$747 -13 -0.3%
FNFDCM
1472
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K
SWK
1473
Stephen W. Kidder
$227K
IAIM
1474
International Assets Investment Management
Florida
$226K -$34.8K -605 -9%
AF
1475
Affiance Financial
Minnesota
$226K

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.