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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
FFWA
1751
FRG Family Wealth Advisors
Washington
-$226K -4,250 Closed
MKC
1752
M. Kraus & Co
Vermont
-$226K -4,243 Closed
YL
1753
YCG LLC
Texas
-$224K -4,221 Closed
FG
1754
Foster Group
Iowa
-$224K -4,220 Closed
MPW
1755
MA Private Wealth
California
-$224K -4,214 Closed
WC
1756
Westhampton Capital
North Carolina
-$224K -4,206 Closed
CCG
1757
Cypress Capital Group
Florida
-$223K -4,186 Closed
FAT
1758
First American Trust
California
-$221K -4,148 Closed
AAM
1759
Aureus Asset Management
Massachusetts
-$218K -4,100 Closed
CFA
1760
Cahill Financial Advisors
Minnesota
-$217K -4,082 Closed
B
1761
BetterWealth
California
-$216K -4,071 Closed
NB
1762
Northwest Bancshares
Pennsylvania
-$216K -4,059 Closed
WAC
1763
William Allan Corp
Colorado
-$215K -4,049 Closed
RIG
1764
Roosevelt Investment Group
New York
-$213K -4,011 Closed
EC
1765
Enhancing Capital
Pennsylvania
-$213K -4,000 Closed
SFS
1766
Security Financial Services
Indiana
-$213K -4,000 Closed
IWC
1767
Integrated Wealth Concepts
Massachusetts
-$212K -3,994 Closed
MIC
1768
Meridian Investment Counsel
California
-$212K -3,990 Closed
RGC
1769
Roberts, Glore & Co
Illinois
-$211K -3,976 Closed
SDWMA
1770
Schneider Downs Wealth Management Advisors
Pennsylvania
-$211K -3,969 Closed
CCM
1771
Compton Capital Management
Rhode Island
-$211K -3,966 Closed
SIC
1772
Sigma Investment Counselors
Michigan
-$210K -3,958 Closed
PWM
1773
Purus Wealth Management
California
-$210K -3,950 Closed
BO
1774
BRR OpCo
Ohio
-$210K -3,947 Closed
LSPW
1775
Lake Street Private Wealth
Illinois
-$209K -3,930 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.