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US Bancorp
USB

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: 1,677 → 1,791 (+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: 50 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$248M
2
Millennium Management
Millennium Management
New York
+$132M
3
Ameriprise
Ameriprise
Minnesota
+$129M
4
State Street
State Street
Massachusetts
+$109M
5
BlackRock
BlackRock
New York
+$106M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$221M
2
Invesco
Invesco
Georgia
-$138M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$116M
4
Holocene Advisors
Holocene Advisors
New York
-$92.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$85.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1851
Clear Creek Financial Management
Washington
– -$219K -3,686 Closed
PFS
1852
Physicians Financial Services
North Carolina
– -$218K -3,667 Closed
HVIA
1853
Hudson Valley Investment Advisors
New York
– -$217K -3,650 Closed
IAMOG
1854
Investors Asset Management of Georgia
Georgia
– -$211K -3,550 Closed
RHBC
1855
R.H. Bluestein & Co
Michigan
– -$210K -3,535 Closed
MFS
1856
Madrona Financial Services
Washington
– -$210K -3,532 Closed
MWPCG
1857
Measured Wealth Private Client Group
New Hampshire
– -$209K -3,517 Closed
AG
1858
Algert Global
California
– -$208K -3,507 Closed
SFS
1859
Summit Financial Strategies
Ohio
– -$207K -3,489 Closed
HIGP
1860
Hill Investment Group Partners
Missouri
– -$207K -3,477 Closed
FGP
1861
Foyston, Gordon, & Payne
Ontario, Canada
– -$206K -3,463 Closed
RWA
1862
Redhawk Wealth Advisors
Minnesota
– -$204K -3,435 Closed
DAM
1863
Doheny Asset Management
California
– -$203K -3,411 Closed
FAT
1864
First American Trust
California
– -$200K -3,372 Closed
SFO
1865
Standard Family Office
South Dakota
– -$160K -2,700 Closed
MA
1866
MCF Advisors
Kentucky
– -$154K -2,593 Closed
JGIA
1867
Jackson Grant Investment Advisers
Connecticut
– -$95K -1,600 Closed
PWM
1868
Prentice Wealth Management
New York
– -$72K -1,215 Closed
UFF
1869
USA Financial Formulas
Michigan
– -$64K -1,082 Closed
CCM
1870
Carderock Capital Management
Maryland
– -$53K -900 Closed
ED
1871
Exane Derivatives
France
– -$45.5K -766 Closed
RCA
1872
Ranch Capital Advisors
Florida
– -$45K -762 Closed
DOA
1873
D'Orazio & Associates
Virginia
– -$40K -671 Closed
GKWIM
1874
Gerber Kawasaki Wealth & Investment Management
California
– -$35K -602 Closed
SMFG
1875
Sumitomo Mitsui Financial Group
Japan
– -$33K -554 Closed
72 73 74
75
76

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.