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
BWP
1651
Baldwin Wealth Partners
Massachusetts
$57K
BIA
1652
Bell Investment Advisors
California
$57K +$13.8K +234 +30%
CA
1653
Crewe Advisors
Utah
$57K +$59.7K +1,010 New
CAM
1654
Costello Asset Management
Pennsylvania
$56K
PCFFS
1655
Pacific Center for Financial Services
California
$55K
OF
1656
Outfitter Financial
Maine
$55K +$57.7K +975 New
CA
1657
Cornerstone Advisory
Maryland
$54K +$57.1K +966 New
WWM
1658
Wolff Wiese Magana
California
$53K -$1.48K -25 -3%
FA
1659
Financial Avengers
California
$52K +$414 +7 +0.8%
TSWM
1660
Tyler-Stone Wealth Management
Ohio
$51K +$53.4K +903 New
FRA
1661
Front Row Advisors
California
$50K
SMG
1662
Spectrum Management Group
Indiana
$50K
MHR
1663
Matthew Hamilton Rosenberg
$49K
PWMG
1664
Prestige Wealth Management Group
New Jersey
$49K
C
1665
Covestor
United Kingdom
$49K +$51.8K +876 New
WAM
1666
WFA Asset Management
Wisconsin
$47.4K +$49.9K +844 New
CCC
1667
Crescent Capital Consulting
Louisiana
$47K
JWA
1668
JFS Wealth Advisors
Pennsylvania
$47K +$6.03K +102 +14%
EPM
1669
Equitec Proprietary Markets
Illinois
$46K +$48.3K +816 New
ASBI
1670
American State Bank (Iowa)
Iowa
$44.5K
BHWM
1671
Beaird Harris Wealth Management
Texas
$43K +$45.5K +770 New
MSFP
1672
Mark Sheptoff Financial Planning
Connecticut
$42K -$3.19K -54 -7%
VCM
1673
Versant Capital Management
Arizona
$41K -$1.54K -26 -3%
CB
1674
CNB Bank
Pennsylvania
$41K
AIP
1675
Ahrens Investment Partners
Louisiana
$41K +$43.5K +736 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.