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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
TVWM
1701
Tower View Wealth Management
Wisconsin
$28K
RE
1702
RBC Europe
United Kingdom
$27K -$60.6K -1,025 -68%
TIM
1703
Tevis Investment Management
Texas
$26K +$28.4K +480 New
PCM
1704
Penserra Capital Management
California
$25K +$1.42K +24 +5%
CM
1705
Cornerstone Management
Georgia
$24.1K +$25.4K +429 New
ETI
1706
Enterprise Trust & Investment
California
$24K
PSB
1707
Piscataqua Savings Bank
New Hampshire
$24K
AIM
1708
AHL Investment Management
Florida
$23K +$23.8K +402 New
PA
1709
PSI Advisors
Florida
$22K +$710 +12 +3%
MCM
1710
MV Capital Management
Maryland
$22K +$4.61K +78 +25%
FMP
1711
Financial Management Professionals
Texas
$21K +$1.95K +33 +10%
CT
1712
Clearstead Trust
Maine
$20K -$2.96K -50 -13%
HCP
1713
Hexagon Capital Partners
Arkansas
$20K
AWMS
1714
Advocacy Wealth Management Services
Georgia
$19K
AFG
1715
Albion Financial Group
Utah
$19K
TCWM
1716
Total Clarity Wealth Management
Illinois
$19K +$2.6K +44 +15%
CAL
1717
Capital Advisors Ltd
Ohio
$18K +$828 +14 +5%
GI
1718
Gradient Investments
Minnesota
$17K -$181K -3,052 -91%
CC
1719
Corsicana & Co
Texas
$17K
LS
1720
Leelyn Smith
Illinois
$17K
RIM
1721
Rockbridge Investment Management
New York
$17K
RIA
1722
Richwood Investment Advisors
Ohio
$17K +$17.7K +300 New
SFM
1723
Signet Financial Management
New Jersey
$17K +$17.7K +300 New
FCG
1724
Financial Connections Group
California
$16K +$17.3K +292 New
MAM
1725
Mystic Asset Management
Rhode Island
$16K +$17.7K +300 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.