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US Bancorp

1,754 hedge funds and large institutions have $59.4B invested in US Bancorp in 2022 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 709 increasing their positions, 632 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 632

11% more call options, than puts

Call options by funds: $304M | Put options by funds: $274M

0.41% more ownership

Funds ownership: 75.45%75.85% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2% less funds holding

Funds holding: 1,7911,754 (-37)

5% less capital invested

Capital invested by funds: $62.7B → $59.4B (-$3.29B)

14% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 127

Holders
1,754
Holders Change
-37
Holders Change %
-2.07%
% of All Funds
27.67%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
109
Increased
709
Reduced
632
Closed
127
Calls
$304M
Puts
$274M
Net Calls
+$29.6M
Net Calls Change
-$50M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1826
WestHill Financial Advisors
California
-$228K -4,051 Closed
MSA
1827
Marino Stram & Associates
Massachusetts
-$226K -4,032 Closed
LOAMS
1828
Lombard Odier Asset Management (Switzerland)
Switzerland
-$224K -3,991 Closed
JIP
1829
Jaffetilchin Investment Partners
Florida
-$221K -3,931 Closed
SMA
1830
Sage Mountain Advisors
Georgia
-$215K -3,819 Closed
NFG
1831
Nadler Financial Group
Illinois
-$213K -3,794 Closed
IWN
1832
Independent Wealth Network
Iowa
-$211K -3,765 Closed
IWM
1833
IHT Wealth Management
Illinois
-$209K -3,718 Closed
CTI
1834
Community Trust & Investment
Kentucky
-$209K -3,713 Closed
MM
1835
MQS Management
New York
-$208K -3,699 Closed
KMC
1836
Kirr Marbach & Co
Indiana
-$207K -3,686 Closed
FIM
1837
Freedom Investment Management
Connecticut
-$207K -3,677 Closed
OC
1838
Oarsman Capital
Wisconsin
-$206K -3,672 Closed
TT
1839
TI-Trust
Illinois
-$206K -3,661 Closed
VV
1840
Verity & Verity
South Carolina
-$205K -3,655 Closed
CCB
1841
Cutter & Co Brokerage
Missouri
-$203K -3,622 Closed
SFG
1842
StrategIQ Financial Group
Indiana
-$202K -3,593 Closed
SCM
1843
Stonehearth Capital Management
Massachusetts
-$201K -3,584 Closed
CA
1844
CoreCap Advisors
Michigan
-$200K -3,558 Closed
FFA
1845
Founders Financial Alliance
North Carolina
-$185K -3,295 Closed
LD
1846
Lipe & Dalton
New York
-$184K -3,275 Closed
WOSD
1847
WFA of San Diego
California
-$167K -2,978 Closed
TC
1848
TAP Consulting
Missouri
-$128K -2,284 Closed
KCM
1849
KRS Capital Management
Michigan
-$99K -1,772 Closed
RAM
1850
Riggs Asset Management
Pennsylvania
-$84K -1,500 Closed

USB Hedge Fund Activity: Q1 2022 in Review

1,754 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2022, worth a combined $59.4B — down 5.2% from $62.7B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of USB and 109 opened new positions — a net loss of 18 holders — while 632 trimmed existing stakes and 709 added.

The largest buyer was Magellan Asset Management, adding an estimated $733M. The largest seller was Massachusetts Financial Services, cutting an estimated $558M.

  • 1,754 institutional investors held US Bancorp (USB) as of Q1 2022, down from 1,791 in Q4 2021.
  • Funds reported $59.4B of US Bancorp stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 109 funds opened new US Bancorp positions in Q1 2022 and 127 closed out, a net change of -18 holders.
  • The largest US Bancorp buyer in Q1 2022 was Magellan Asset Management, an estimated $733M added.
  • The largest US Bancorp seller in Q1 2022 was Massachusetts Financial Services, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2022.