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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
ACS
1551
Archford Capital Strategies
Illinois
$207K +$14.8K +250 +7%
OC
1552
Oarsman Capital
Wisconsin
$206K -$5.92K -100 -3%
TT
1553
TI-Trust
Illinois
$206K +$217K +3,661 New
VV
1554
Verity & Verity
South Carolina
$205K
CCB
1555
Cutter & Co Brokerage
Missouri
$203K +$118 +2 +0.1%
SFG
1556
StrategIQ Financial Group
Indiana
$202K +$213K +3,593 New
SCM
1557
Stonehearth Capital Management
Massachusetts
$201K +$6.33K +107 +3%
CA
1558
CoreCap Advisors
Michigan
$200K +$210K +3,558 New
LAS
1559
Lloyd Advisory Services
Georgia
$198K +$89.5K +1,513 +75%
WPWM
1560
Western Pacific Wealth Management
Illinois
$196K +$207K +3,500 New
CWC
1561
Carolinas Wealth Consulting
North Carolina
$193K +$50.9K +860 +34%
CBT
1562
CoreFirst Bank & Trust
Kansas
$192K
HI
1563
Hudock Inc
Pennsylvania
$192K +$1.48K +25 +0.7%
FAG
1564
Fortitude Advisory Group
Washington
$190K +$199K +3,366 New
HIA
1565
Harbor Investment Advisory
Maryland
$189K +$106K +1,800 +115%
BA
1566
Bellwether Advisors
Nebraska
$188K
FFA
1567
Founders Financial Alliance
North Carolina
$185K -$27.3K -461 -12%
LD
1568
Lipe & Dalton
New York
$184K
AF
1569
Allworth Financial
California
$184K +$5.15K +87 +3%
GAM
1570
Gemmer Asset Management
California
$183K -$99.3K -1,679 -34%
TFS
1571
TrustCore Financial Services
Tennessee
$183K
OA
1572
Operose Advisors
Wisconsin
$181K +$191K +3,226 New
FPFS
1573
First Personal Financial Services
North Carolina
$180K +$177 +3 +0.1%
MG
1574
MilWealth Group
Wisconsin
$177K -$63.9K -1,080 -25%
CCMW
1575
Cypress Capital Management (Wyoming)
Wyoming
$174K

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.