We are live on ! Find out more
USB icon

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
BCM
1601
Blume Capital Management
California
$112K
ATC
1602
Adirondack Trust Company
New York
$111K -$946 -16 -0.8%
WR
1603
WD Rutherford
Oregon
$105K
LFG
1604
Larson Financial Group
Missouri
$104K +$41.4K +700 +61%
COCM
1605
Charter Oak Capital Management
New Hampshire
$103K
KFI
1606
Key Financial Inc
Pennsylvania
$103K
PFGIA
1607
Patriot Financial Group Insurance Agency
Massachusetts
$101K -$237 -4 -0.2%
PMFA
1608
Plante Moran Financial Advisors
Michigan
$100K -$36K -608 -26%
KCM
1609
KRS Capital Management
Michigan
$99K +$105K +1,772 New
DWMG
1610
DB Wealth Management Group
California
$96K
WBC
1611
West Branch Capital
Massachusetts
$96K
WTA
1612
Washington Trust Advisors
Massachusetts
$95K +$100K +1,691 New
UIA
1613
Ulland Investment Advisors
Minnesota
$95K +$100K +1,692 New
TC
1614
Trust Company
Kansas
$94K -$17.7K -300 -15%
FCB
1615
First Command Bank
Texas
$94K
AA
1616
Addison Advisors
Vermont
$93K +$37.9K +640 +63%
SOW
1617
State of Wyoming
Wyoming
$92K +$237 +4 +0.2%
BAM
1618
Byrne Asset Management
New Jersey
$92K +$97.3K +1,645 New
SAM
1619
Strategic Asset Management
Minnesota
$90K
FCFS
1620
First Command Financial Services
Texas
$89K
SCM
1621
Silvant Capital Management
Georgia
$89K
BWA
1622
BDO Wealth Advisors
Florida
$88K +$18.9K +319 +26%
SGAM
1623
Smith Group Asset Management
Texas
$86K -$21.9M -370,538 -100%
HIIFS
1624
Harel Insurance Investments & Financial Services
Israel
$84K -$1.09M -18,500 -93%
RAM
1625
Riggs Asset Management
Pennsylvania
$84K

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.