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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
IWC
1501
Integrated Wealth Concepts
Massachusetts
$228K -$12.8K -216 -5%
T
1502
TOBAM
France
$228K
SIC
1503
Sigma Investment Counselors
Michigan
$228K +$5.68K +96 +2%
WFA
1504
WestHill Financial Advisors
California
$228K +$240K +4,051 New
UWPG
1505
Ullmann Wealth Partners Group
Florida
$227K
MSA
1506
Marino Stram & Associates
Massachusetts
$226K
ECG
1507
Edge Capital Group
Georgia
$225K
HAIM
1508
Hunter Associates Investment Management
Pennsylvania
$225K
TI
1509
Truehand Inc
New Hampshire
$225K
RIG
1510
Roosevelt Investment Group
New York
$225K +$17.7K +299 +8%
EC
1511
Enhancing Capital
Pennsylvania
$225K +$237K +4,000 New
SFS
1512
Security Financial Services
Indiana
$225K +$237K +4,000 New
MIC
1513
Meridian Investment Counsel
California
$224K
LOAMS
1514
Lombard Odier Asset Management (Switzerland)
Switzerland
$224K +$236K +3,991 New
NFG
1515
Nations Financial Group
Iowa
$223K -$9.4K -159 -4%
CCM
1516
Compton Capital Management
Rhode Island
$223K +$235K +3,966 New
HS
1517
Horan Securities
United States
$223K +$235K +3,973 New
QP
1518
Quilter Plc
United Kingdom
$222K -$569K -9,624 -71%
BW
1519
Bison Wealth
Georgia
$222K -$111K -1,880 -32%
BO
1520
BRR OpCo
Ohio
$222K -$27K -457 -10%
SFA
1521
Souders Financial Advisors
Ohio
$222K -$10.5K -177 -4%
IWP
1522
Innova Wealth Partners
Pennsylvania
$222K -$887 -15 -0.4%
GWS
1523
Glassman Wealth Services
Virginia
$222K +$179K +3,023 +328%
WB
1524
West Bancorporation
Iowa
$222K +$234K +3,952 New
JIP
1525
Jaffetilchin Investment Partners
Florida
$221K +$13.4K +226 +6%

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.