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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
JMF
1726
Johnson Midwest Financial
Iowa
$15K +$118 +2 +0.8%
CWM
1727
Cedar Wealth Management
California
$15K +$14.8K +250 +1,000%
SIC
1728
SJS Investment Consulting
Ohio
$15K +$15.8K +267 New
GWMI
1729
Guardian Wealth Management (Illinois)
Illinois
$15K +$15.9K +268 New
BBHC
1730
Brown Brothers Harriman & Co
New York
$14.5K +$415K +7,025 +3%
APW
1731
Acima Private Wealth
Virginia
$14K
WB
1732
Webster Bank
Connecticut
$14K
CCM
1733
Chilton Capital Management
Texas
$14K +$14.7K +248 New
HWA
1734
HHM Wealth Advisors
Tennessee
$12K
SFPG
1735
Stonebridge Financial Planning Group
Florida
$12K
BA
1736
Bivin & Associates
Oklahoma
$12K +$12.2K +206 New
PP
1737
PFS Partners
New Jersey
$11.6K +$12.2K +207 New
BCPWM
1738
Bradley & Co Private Wealth Management
Florida
$11K
CAM
1739
ClariVest Asset Management
California
$11K
FMTCOCP
1740
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
KTC
1741
Kistler-Tiffany Companies
Pennsylvania
$11K
SWM
1742
Selective Wealth Management
Virginia
$11K
LF
1743
Lee Financial
Texas
$11K +$3.25K +55 +41%
CWM
1744
Cranbrook Wealth Management
Michigan
$10K -$2.78K -47 -20%
AP
1745
Arlington Partners
Alabama
$10K +$10.9K +184 New
TLFA
1746
True Link Financial Advisors
California
$9K -$7.81K -132 -45%
WAS
1747
Winch Advisory Services
Wisconsin
$9K -$2.07K -35 -19%
CI Investments Inc
1748
CI Investments Inc
Ontario, Canada
$9K
MAM
1749
McCarthy Asset Management
California
$9K
RDIA
1750
RE Dickinson Investment Advisors
Iowa
$9K +$9.35K +158 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.