We are live on ! Find out more
USB icon

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
SIS
1651
Sound Income Strategies
Florida
$36K +$1.26K +22 +3%
LWA
1652
Lenox Wealth Advisors
New York
$36K +$3.96K +69 +11%
PWMG
1653
Prestige Wealth Management Group
New Jersey
$35K -$12.1K -211 -24%
EARNEST Partners
1654
EARNEST Partners
Georgia
$35K
GCM
1655
Gables Capital Management
Florida
$35K
NC
1656
NewSquare Capital
Pennsylvania
$35K
M1FG
1657
Mach-1 Financial Group
Arkansas
$34K -$3.56K -62 -9%
MWM
1658
Mascoma Wealth Management
New Hampshire
$34K
ST
1659
Smithfield Trust
Pennsylvania
$34K +$7.3K +127 +22%
WTA
1660
Washington Trust Advisors
Massachusetts
$31K -$64.1K -1,115 -66%
FWA
1661
FSC Wealth Advisors
New York
$31K -$1.38K -24 -4%
HFS
1662
HBC Financial Services
Washington
$30K -$46K -800 -57%
ST
1663
Sageworth Trust
Pennsylvania
$30K
BWM
1664
Baystate Wealth Management
Massachusetts
$30K +$230 +4 +0.7%
AWMS
1665
Advocacy Wealth Management Services
Georgia
$30K +$13.8K +240 +72%
APC
1666
Aspire Private Capital
North Carolina
$29K -$114K -1,983 -78%
AIM
1667
Arcadia Investment Management
Michigan
$29K
SIC
1668
Salem Investment Counselors
North Carolina
$28K -$4.6K -80 -13%
SC
1669
Solstein Capital
California
$28K
HIIFS
1670
Harel Insurance Investments & Financial Services
Israel
$27K -$57.5K -1,000 -67%
TVWM
1671
Tower View Wealth Management
Wisconsin
$27K
MCM
1672
MV Capital Management
Maryland
$27K +$6.32K +110 +28%
GFPC
1673
Global Financial Private Client
Florida
$27K
RE
1674
RBC Europe
United Kingdom
$26K
ETI
1675
Enterprise Trust & Investment
California
$23K

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.