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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
AIC
1676
Archer Investment Corporation
Indiana
$39.3K -$20.1K -339 -33%
M1FG
1677
Mach-1 Financial Group
Arkansas
$39K +$42.1K +711 New
EWM
1678
Elmwood Wealth Management
California
$38K +$39.6K +670 New
EARNEST Partners
1679
EARNEST Partners
Georgia
$37K
GCM
1680
Gables Capital Management
Florida
$37K
NC
1681
NewSquare Capital
Pennsylvania
$37K
SIS
1682
Sound Income Strategies
Florida
$37K +$3.73K +63 +11%
MWM
1683
Mascoma Wealth Management
New Hampshire
$36K -$9.17K -155 -20%
SAM
1684
S.A. Mason
Michigan
$36K
GWSG
1685
GPS Wealth Strategies Group
Colorado
$36K +$32.1K +543 +572%
CWM
1686
CarsonAllaria Wealth Management
Illinois
$36K +$37.7K +638 New
AWM
1687
Atticus Wealth Management
Florida
$36K +$38.3K +648 New
LWA
1688
Lenox Wealth Advisors
New York
$35K
FWA
1689
FSC Wealth Advisors
New York
$35K +$36.4K +615 New
SIC
1690
Salem Investment Counselors
North Carolina
$34K +$7.87K +133 +29%
AIM
1691
Anchor Investment Management
South Carolina
$33.7K
BWM
1692
Baystate Wealth Management
Massachusetts
$32K +$237 +4 +0.7%
ST
1693
Sageworth Trust
Pennsylvania
$31K
ST
1694
Smithfield Trust
Pennsylvania
$31K
AIM
1695
Arcadia Investment Management
Michigan
$30K
SC
1696
Solstein Capital
California
$30K
DWA
1697
Delos Wealth Advisors
Texas
$29K +$30.8K +521 New
GFPC
1698
Global Financial Private Client
Florida
$28.6K
ONST
1699
Old North State Trust
North Carolina
$28K
OCM
1700
Orion Capital Management
California
$28K

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.