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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
RIM
1676
Rockbridge Investment Management
New York
$1.7K -$12.9K -258 -87%
FGAM
1677
Financial Gravity Asset Management
Texas
$1.25K -$5.59K -112 -13%
ME
1678
McIlrath & Eck
Washington
$1K -$4.34K -87 -78%
BC
1679
Burleson & Co
California
$1K
LWP
1680
Laurel Wealth Planning
Minnesota
$1K
BPC
1681
Banque Pictet & Cie
Switzerland
$509
BRWM
1682
B. Riley Wealth Management
Tennessee
$347 +$150K +3,003 +66%
IAIM
1683
International Assets Investment Management
Florida
$225 +$25.7K +515 +8%
WIM
1684
Westside Investment Management
California
$27 -$2.7K -54 -8%
RDIA
1685
RE Dickinson Investment Advisors
Iowa
$7 +$100 +2 +1%
MSL
1686
Mackay Shields LLC
New York
-$10.4M -195,411 Closed
WorldQuant Millennium Advisors
1687
WorldQuant Millennium Advisors
New York
-$9.42M -177,317 Closed
SFWA
1688
Summit Financial Wealth Advisors
Louisiana
-$9.39M -176,705 Closed
AWA
1689
Aaron Wealth Advisors
Illinois
-$2.05M -108,798 Closed
BAM
1690
Blueshift Asset Management
New Jersey
-$4.93M -92,717 Closed
MCM
1691
Maltese Capital Management
New York
-$4.65M -87,500 Closed
KIG
1692
Kessler Investment Group
Indiana
-$4.16M -78,280 Closed
CIM
1693
Cambria Investment Management
California
-$4.05M -76,302 Closed
TFA
1694
Teamwork Financial Advisors
Texas
-$3.22M -60,501 Closed
COI
1695
Connable Office Inc
Michigan
-$2.97M -55,899 Closed
CIC
1696
Cornercap Investment Counsel
Georgia
-$2.07M -39,010 Closed
PWM
1697
Pinnacle Wealth Management
California
-$1.91M -35,915 Closed
IA
1698
Icon Advisers
Colorado
-$1.57M -29,600 Closed
PCI
1699
Pacifica Capital Investments
Texas
-$1.32M -24,907 Closed
MFS
1700
Mirabella Financial Services
United Kingdom
-$1.28M -23,262 Closed

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.