We are live on ! Find out more
USB icon

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
RBC
1776
Roble Belko & Company
Pennsylvania
$3K +$2.78K +47 New
MP
1777
McDonald Partners
Ohio
$2.89K -$2.12M -35,870 -100%
ACM
1778
Absolute Capital Management
Pennsylvania
$2.89K +$3.02K +51 New
RCM
1779
Ravenstone Capital Management
$2.42K +$2.54K +43 New
RCM
1780
Regency Capital Management
Hawaii
$2K -$5.38K -91 -75%
LWP
1781
Laurel Wealth Planning
Minnesota
$2K
SC
1782
Schubert & Co
Texas
$2K +$2.19K +37 New
S
1783
Surevest
California
$2K +$2.31K +39 New
CWM
1784
Curi Wealth Management
North Carolina
$2K +$2.37K +40 New
FGAM
1785
Financial Gravity Asset Management
Texas
$1.98K +$64.1K +1,084 +3,011%
SA
1786
SRH Advisors
Kansas
$1K
KOCAA
1787
Knights of Columbus Asset Advisors
Connecticut
$1K +$1.18K +20 New
WA
1788
WestEnd Advisors
North Carolina
$898 +$946 +16 New
LWM
1789
Liberty Wealth Management
California
$308 -$404K -6,839 Closed
RTC
1790
Riverview Trust Company
Washington
$306
MGIM
1791
M&G Investment Management
United Kingdom
$231 -$5.28M -89,299 -96%
WIM
1792
Westside Investment Management
California
$24 -$19.8K -334 -43%
FFG
1793
Ford Financial Group
California
$5 +$6.03K +102 New
Holocene Advisors
1794
Holocene Advisors
New York
-$92.5M -1,555,978 Closed
WI
1795
Wafra Inc
New York
-$27.4M -460,942 Closed
ACI
1796
AMP Capital Investors
Australia
-$25.5M -428,203 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1797
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$25.1M -423,100 Closed
CP
1798
Cumberland Partners
Ontario, Canada
-$14.3M -240,885 Closed
SCA
1799
Stieven Capital Advisors
Missouri
-$9.91M -166,669 Closed
PCH
1800
Polar Capital Holdings
United Kingdom
-$9.29K -156,313 Closed

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.