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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
SWK
1476
Stephen W. Kidder
$240K
DBT
1477
Dubuque Bank & Trust
Iowa
$239K -$350K -5,917 -58%
AF
1478
Affiance Financial
Minnesota
$239K
FFWA
1479
FRG Family Wealth Advisors
Washington
$239K
FG
1480
Foster Group
Iowa
$238K -$25.8K -437 -9%
FNBSF
1481
First National Bank Sioux Falls
South Dakota
$238K
NB
1482
Northwest Bancshares
Pennsylvania
$238K
HA
1483
HFG Advisors
Ohio
$238K +$251K +4,240 New
YL
1484
YCG LLC
Texas
$237K -$49.1K -831 -16%
BDF
1485
Balasa Dinverno & Foltz
$237K -$38.3K -648 -13%
MPW
1486
MA Private Wealth
California
$237K +$2.19K +37 +0.9%
WC
1487
Westhampton Capital
North Carolina
$236K
MKC
1488
M. Kraus & Co
Vermont
$235K
CIAS
1489
Capital Investment Advisory Services
North Carolina
$235K +$1K +17 +0.4%
PFM
1490
Parsec Financial Management
North Carolina
$234K
FA
1491
Fermata Advisors
California
$233K -$15.6K -263 -6%
GJIC
1492
Gamble Jones Investment Counsel
California
$233K +$2.6K +44 +1%
FW
1493
FirstPurpose Wealth
Utah
$233K +$245K +4,144 New
FPWM
1494
FSB Premier Wealth Management
Iowa
$232K +$59 +1 +0%
TCOK
1495
Trust Company of Kansas
Kansas
$231K -$946 -16 -0.4%
AAM
1496
Aureus Asset Management
Massachusetts
$230K
WAC
1497
William Allan Corp
Colorado
$230K +$242K +4,099 New
PP
1498
PrairieView Partners
Minnesota
$229K -$36.6K -618 -13%
RGC
1499
Roberts, Glore & Co
Illinois
$229K
B
1500
BetterWealth
California
$229K +$241K +4,071 New

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.