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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
PMFA
1601
Plante Moran Financial Advisors
Michigan
$81K -$14.5K -252 -14%
SOW
1602
State of Wyoming
Wyoming
$80K -$7.87K -137 -8%
SGAM
1603
Smith Group Asset Management
Texas
$79K -$3.45K -60 -4%
AWM
1604
Atticus Wealth Management
Florida
$79K +$48.7K +847 +131%
TAM
1605
Tucker Asset Management
Colorado
$77.5K +$10.3K +180 +14%
HCM
1606
Highlander Capital Management
New Jersey
$77K
SAM
1607
S.A. Mason
Michigan
$77K +$46K +800 +123%
C
1608
Covestor
United Kingdom
$76K +$31.5K +548 +63%
BWA
1609
BDO Wealth Advisors
Florida
$74K -$10.1K -175 -11%
SC
1610
Sierra Capital
Florida
$74K +$1.09K +19 +1%
TC
1611
Trust Company
Kansas
$73K -$17.2K -300 -18%
JWA
1612
JFS Wealth Advisors
Pennsylvania
$73K +$30.9K +538 +64%
DWP
1613
Destiny Wealth Partners
Florida
$72K -$7.7K -134 -9%
TIM
1614
Tortoise Investment Management
New York
$71K -$4.14K -72 -5%
QC
1615
Quent Capital
New York
$69K -$50.4K -877 -40%
BBPWM
1616
Blue Bell Private Wealth Management
Pennsylvania
$69K
CWA
1617
Clearview Wealth Advisors
Oregon
$68K -$2.18K -38 -3%
PFGIA
1618
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$31.5K -549 -30%
SLWA
1619
San Luis Wealth Advisors
California
$67K +$68.7K +1,196 New
CMA
1620
Cedar Mountain Advisors
Oregon
$66K -$10.3K -180 -13%
HDIM
1621
Hanson & Doremus Investment Management
Vermont
$66K
TFS
1622
TrustCore Financial Services
Tennessee
$64K -$118K -2,053 -63%
CA
1623
Crewe Advisors
Utah
$63K +$10.5K +182 +18%
WT
1624
Washington Trust
Rhode Island
$62K -$287 -5 -0.4%
BAM
1625
Bellevue Asset Management
Washington
$61K

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.