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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
RIG
1501
Roosevelt Investment Group
New York
$213K
SFS
1502
Security Financial Services
Indiana
$213K
FPWM
1503
FSB Premier Wealth Management
Iowa
$213K +$7.53K +131 +3%
IWC
1504
Integrated Wealth Concepts
Massachusetts
$212K -$3.91K -68 -2%
MIC
1505
Meridian Investment Counsel
California
$212K
RGC
1506
Roberts, Glore & Co
Illinois
$211K -$5.75K -100 -2%
CCM
1507
Compton Capital Management
Rhode Island
$211K
HS
1508
Horan Securities
United States
$211K
NFG
1509
Nations Financial Group
Iowa
$211K +$575 +10 +0.3%
MA
1510
MCF Advisors
Kentucky
$211K +$228K +3,963 New
SDWMA
1511
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K +$228K +3,969 New
SIC
1512
Sigma Investment Counselors
Michigan
$210K -$5.52K -96 -2%
BO
1513
BRR OpCo
Ohio
$210K
IWP
1514
Innova Wealth Partners
Pennsylvania
$210K
PWM
1515
Purus Wealth Management
California
$210K +$1.78K +31 +0.8%
LSPW
1516
Lake Street Private Wealth
Illinois
$209K +$4.48K +78 +2%
CFN
1517
Cordasco Financial Network
Florida
$209K +$11.8K +206 +6%
LCM
1518
Lewis Capital Management
California
$208K
SFA
1519
Souders Financial Advisors
Ohio
$206K -$4.83K -84 -2%
QP
1520
Quilter Plc
United Kingdom
$206K
ZIG
1521
Zullo Investment Group
Pennsylvania
$206K +$690 +12 +0.3%
VST
1522
Van Strum & Towne
California
$205K
ACA
1523
Atlas Capital Advisors
Wyoming
$204K
QC
1524
Quadrature Capital
United Kingdom
$204K -$3.33M -57,932 -94%
BO
1525
Bank OZK
Arkansas
$204K

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.