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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
DWP
1626
Destiny Wealth Partners
Florida
$83K
DHGWA
1627
Dixon Hughes Goodman Wealth Advisors
North Carolina
$83K +$87.8K +1,484 New
HCM
1628
Highlander Capital Management
New Jersey
$81K -$76.9K -1,300 -47%
TAIM
1629
TD Ameritrade Investment Management
Nebraska
$81K +$80.8K +1,366 +1,897%
CMA
1630
Cedar Mountain Advisors
Oregon
$80K +$118 +2 +0.1%
HFS
1631
HBC Financial Services
Washington
$79K
TIM
1632
Tortoise Investment Management
New York
$79K +$7.87K +133 +10%
SC
1633
Sierra Capital
Florida
$77K +$4.91K +83 +6%
CWA
1634
Clearview Wealth Advisors
Oregon
$74K -$97.8K -1,653 -56%
AG
1635
AIA Group
Hong Kong
$73K -$247K -4,168 -76%
CFCI
1636
Comprehensive Financial Consultants Institutional
Indiana
$72K +$75.1K +1,270 New
BBPWM
1637
Blue Bell Private Wealth Management
Pennsylvania
$72K +$76.3K +1,290 New
TAM
1638
Tucker Asset Management
Colorado
$71.8K +$15.1K +255 +25%
HDIM
1639
Hanson & Doremus Investment Management
Vermont
$70K
APP
1640
Alpha Paradigm Partners
Illinois
$69K +$73K +1,234 New
AWA
1641
Amplius Wealth Advisors
Pennsylvania
$68K +$71.9K +1,215 New
WT
1642
Washington Trust
Rhode Island
$66K -$115K -1,940 -62%
PCTC
1643
Perkins Coie Trust Company
Washington
$65K -$1.47M -24,804 -96%
CWS
1644
Confluence Wealth Services
Pennsylvania
$65K +$68.7K +1,161 New
BAM
1645
Bellevue Asset Management
Washington
$63K
CCM
1646
Cribstone Capital Management
Maine
$63K
OIS
1647
Okabena Investment Services
Minnesota
$62K +$64.8K +1,096 New
RCG
1648
Rock Creek Group
District of Columbia
$60K -$23.5K -398 -27%
EBA
1649
Eagle Bay Advisors
New York
$59K +$1.89K +32 +3%
CF
1650
Concorde Financial
Texas
$59K +$59.9K +1,012 New

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.