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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
CNBTD
1751
Citizens National Bank Trust Department
Mississippi
$9K +$9.4K +159 New
RCM
1752
Raleigh Capital Management
North Carolina
$9K +$9.4K +159 New
SC
1753
Stephens Consulting
Michigan
$8.2K +$8.63K +146 New
EIM
1754
Essex Investment Management
Massachusetts
$8K
IWP
1755
IAG Wealth Partners
Wisconsin
$7K -$8.87K -150 -53%
PPWM
1756
PFG Private Wealth Management
Florida
$7K
IA
1757
IFS Advisors
Kansas
$7K +$7.99K +135 New
O
1758
Ossiam
France
$6K -$9.26M -156,551 -100%
PFA
1759
Professional Financial Advisors
Nebraska
$6K
TJHA
1760
Thomas J. Herzfeld Advisors
Florida
$6K
WWMSC
1761
Wagner Wealth Management (South Carolina)
South Carolina
$6K
HCM
1762
Horrell Capital Management
Arkansas
$6K +$59 +1 +1%
CP
1763
Corbenic Partners
Pennsylvania
$6K +$5.92K +100 New
NF
1764
Norwood Financial
Pennsylvania
$6K +$5.92K +100 New
TCM
1765
TD Capital Management
Tennessee
$6K +$5.92K +100 New
WFA
1766
West Financial Advisors
Iowa
$6K +$6.39K +108 New
RK
1767
Rather & Kittrell
Tennessee
$6K +$7.04K +119 New
SWA
1768
SOA Wealth Advisors
New York
$5K
TCWA
1769
Ten Capital Wealth Advisors
Washington
$5K
NFSG
1770
Newbridge Financial Services Group
Florida
$5K +$59 +1 +1%
RPCONE
1771
Retirement Planning Company of New England
Rhode Island
$4K +$4.2K +71 New
TFP
1772
Tilia Fiduciary Partners
North Carolina
$4K +$4.38K +74 New
TFM
1773
TFC Financial Management
Massachusetts
$3K -$9.82K -166 -73%
GTAM
1774
Global Trust Asset Management
Florida
$3K
TFGT
1775
TS Financial Group (TSFG)
Illinois
$3K

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.