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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
RFWA
1876
RPg Family Wealth Advisory
Massachusetts
– -$30.7K -513 Closed
YAL
1877
Your Advocates Ltd
Texas
– -$28K -464 Closed
CDIA
1878
Capital Directions Investment Advisors
Georgia
– -$22K -363 Closed
BMD
1879
Better Money Decisions
New Mexico
– -$19K -322 Closed
TF
1880
Tompkins Financial
New York
– -$16K -271 Closed
IF
1881
Ironwood Financial
Arizona
– -$14K -229 Closed
RA
1882
Resolute Advisors
California
– -$13K -214 Closed
IWA
1883
IBEX Wealth Advisors
New Jersey
– -$7K -124 Closed
APWA
1884
Atlas Private Wealth Advisors
New Jersey
– -$6K -108 Closed
HF
1885
Halpern Financial
Virginia
– -$6.42K -108 Closed
PWA
1886
Phoenix Wealth Advisors
North Carolina
– -$6K -96 Closed
RTL
1887
Red Tortoise LLC
Georgia
– -$3K -75 Closed
CPC
1888
Consolidated Planning Corp
Georgia
– -$4K -65 Closed
EWA
1889
Evolution Wealth Advisors
Florida
– -$3K -58 Closed
CAC
1890
Certified Advisory Corp
Florida
– -$3K -56 Closed
BHWM
1891
Bay Harbor Wealth Management
Maryland
– -$3K -49 Closed
CI
1892
Cordant Inc
Oregon
– -$1K -20 Closed
FCAS
1893
First Command Advisory Services
Texas
– +$40.6K +687 New
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.