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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
CFCI
1851
Comprehensive Financial Consultants Institutional
Indiana
-$72K -1,270 Closed
APP
1852
Alpha Paradigm Partners
Illinois
-$69K -1,234 Closed
AWA
1853
Amplius Wealth Advisors
Pennsylvania
-$68K -1,215 Closed
CWS
1854
Confluence Wealth Services
Pennsylvania
-$65K -1,161 Closed
OF
1855
Outfitter Financial
Maine
-$55K -975 Closed
CA
1856
Cornerstone Advisory
Maryland
-$54K -966 Closed
EPM
1857
Equitec Proprietary Markets
Illinois
-$46K -816 Closed
EWM
1858
Elmwood Wealth Management
California
-$38K -670 Closed
ONST
1859
Old North State Trust
North Carolina
-$28K -493 Closed
PCM
1860
Penserra Capital Management
California
-$25K -462 Closed
AIM
1861
AHL Investment Management
Florida
-$23K -402 Closed
TCWM
1862
Total Clarity Wealth Management
Illinois
-$19K -344 Closed
MAM
1863
Mystic Asset Management
Rhode Island
-$16K -300 Closed
RIA
1864
Richwood Investment Advisors
Ohio
-$17K -300 Closed
SFM
1865
Signet Financial Management
New Jersey
-$17K -300 Closed
CCM
1866
Chilton Capital Management
Texas
-$14K -248 Closed
SFPG
1867
Stonebridge Financial Planning Group
Florida
-$12K -200 Closed
CAM
1868
ClariVest Asset Management
California
-$11K -189 Closed
TLFA
1869
True Link Financial Advisors
California
-$9K -162 Closed
RK
1870
Rather & Kittrell
Tennessee
-$6K -119 Closed
WWMSC
1871
Wagner Wealth Management (South Carolina)
South Carolina
-$6K -115 Closed
FFG
1872
Ford Financial Group
California
-$5 -102 Closed
TCM
1873
TD Capital Management
Tennessee
-$6K -100 Closed
RPCONE
1874
Retirement Planning Company of New England
Rhode Island
-$4K -71 Closed
ACM
1875
Absolute Capital Management
Pennsylvania
-$2.89K -51 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.