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US Bancorp

1,684 hedge funds and large institutions have $51.7B invested in US Bancorp in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 745 increasing their positions, 573 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 745 | Existing positions reduced: 573

19% more call options, than puts

Call options by funds: $180M | Put options by funds: $151M

0.13% less ownership

Funds ownership: 75.85%75.73% (-0.13%)

4% less funds holding

Funds holding: 1,7541,684 (-70)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

13% less capital invested

Capital invested by funds: $59.4B → $51.7B (-$7.74B)

36% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 124

Holders
1,684
Holders Change
-70
Holders Change %
-3.99%
% of All Funds
28.37%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.59%
New
79
Increased
745
Reduced
573
Closed
124
Calls
$180M
Puts
$151M
Net Calls
+$29.1M
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
TFP
1626
Tilia Fiduciary Partners
North Carolina
$13K
GWMI
1627
Guardian Wealth Management (Illinois)
Illinois
$13K +$100 +2 +0.7%
GWSG
1628
GPS Wealth Strategies Group
Colorado
$12K
JMF
1629
Johnson Midwest Financial
Iowa
$12K +$100 +2 +0.8%
BCPWM
1630
Bradley & Co Private Wealth Management
Florida
$12K +$3.15K +63 +32%
S
1631
Surevest
California
$12K +$10.6K +212 +544%
APW
1632
Acima Private Wealth
Virginia
$11.6K
WB
1633
Webster Bank
Connecticut
$11K
BMD
1634
Better Money Decisions
New Mexico
$11K +$12.2K +245 New
CCM
1635
Chilton Capital Management
Texas
$11K +$12.4K +248 New
FCMT
1636
Founders Capital Management (Texas)
Texas
$10K +$10.9K +218 New
CP
1637
Castleview Partners
Texas
$9.82K +$3.99K +80 +20%
PP
1638
PFS Partners
New Jersey
$9.66K +$100 +2 +1%
AIM
1639
Anchor Investment Management
South Carolina
$9.2K
BA
1640
Bivin & Associates
Oklahoma
$9K
FMTCOCP
1641
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
KTC
1642
Kistler-Tiffany Companies
Pennsylvania
$9K
SWM
1643
Selective Wealth Management
Virginia
$9K
GKIM
1644
GW&K Investment Management
Massachusetts
$9K +$6.09K +122 +149%
CI Investments Inc
1645
CI Investments Inc
Ontario, Canada
$8K -$50 -1 -0.6%
LF
1646
Lee Financial
Texas
$8K +$2.4K +48 +36%
CWM
1647
Curi Wealth Management
North Carolina
$8K +$6.99K +140 +350%
CNBTD
1648
Citizens National Bank Trust Department
Mississippi
$7K
CIM
1649
Contravisory Investment Management
Massachusetts
$7K
EIM
1650
Essex Investment Management
Massachusetts
$7K

USB Hedge Fund Activity: Q2 2022 in Review

1,684 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2022, worth a combined $51.7B — down 13% from $59.4B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of USB and 79 opened new positions — a net loss of 45 holders — while 573 trimmed existing stakes and 745 added.

The largest buyer was Fidelity Investments, adding an estimated $281M. The largest seller was JP Morgan Chase, cutting an estimated $349M.

  • 1,684 institutional investors held US Bancorp (USB) as of Q2 2022, down from 1,754 in Q1 2022.
  • Funds reported $51.7B of US Bancorp stock for Q2 2022, down 13% quarter-over-quarter.
  • 79 funds opened new US Bancorp positions in Q2 2022 and 124 closed out, a net change of -45 holders.
  • The largest US Bancorp buyer in Q2 2022 was Fidelity Investments, an estimated $281M added.
  • The largest US Bancorp seller in Q2 2022 was JP Morgan Chase, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2022.