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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
PWM
1526
Purus Wealth Management
California
$220K +$1.77K +30 +0.8%
LCM
1527
Lewis Capital Management
California
$220K +$232K +3,916 New
VST
1528
Van Strum & Towne
California
$217K
DWM
1529
Drive Wealth Management
Utah
$217K +$226K +3,824 New
ZIG
1530
Zullo Investment Group
Pennsylvania
$217K +$228K +3,858 New
UCB
1531
United Community Bank
South Carolina
$217K +$228K +3,863 New
TF
1532
Theory Financial
Colorado
$216K +$227K +3,840 New
LSPW
1533
Lake Street Private Wealth
Illinois
$216K +$228K +3,852 New
ACA
1534
Atlas Capital Advisors
Wyoming
$216K
BO
1535
Bank OZK
Arkansas
$215K -$6.62K -112 -3%
FNC
1536
First National Corp
Massachusetts
$215K +$1.12K +19 +0.5%
SMA
1537
Sage Mountain Advisors
Georgia
$215K +$5.56K +94 +3%
NFG
1538
Nadler Financial Group
Illinois
$213K
VIM
1539
Vista Investment Management
Pennsylvania
$212K +$3.9K +66 +2%
WFS
1540
Weitzel Financial Services
Iowa
$212K
IWN
1541
Independent Wealth Network
Iowa
$211K +$6.74K +114 +3%
GBT
1542
Grove Bank & Trust
Florida
$211K +$22.1K +373 +11%
SWA
1543
Sutton Wealth Advisors
Florida
$209K
NSB
1544
Norway Savings Bank
Maine
$209K -$69.4K -1,173 -24%
CTI
1545
Community Trust & Investment
Kentucky
$209K
IWM
1546
IHT Wealth Management
Illinois
$209K +$2.13K +36 +1%
CFN
1547
Cordasco Financial Network
Florida
$209K +$4.55K +77 +2%
MM
1548
MQS Management
New York
$208K +$219K +3,699 New
FIM
1549
Freedom Investment Management
Connecticut
$207K -$48.8K -825 -18%
KMC
1550
Kirr Marbach & Co
Indiana
$207K

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.