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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$7.1B
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.13B +$23.2M +392,653 +0.4%
BlackRock
3
BlackRock
New York
$5.37B +$106M +1,789,050 +2%
State Street
4
State Street
Massachusetts
$3.57B +$109M +1,841,651 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.59B +$248M +4,199,583 +10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.31B +$29.2M +493,821 +2%
Wells Fargo
7
Wells Fargo
California
$1.18B -$29.4M -496,806 -2%
Charles Schwab
8
Charles Schwab
California
$1.15B +$42.4M +717,483 +4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.13B -$33.3M -563,486 -3%
DSA
10
Davis Selected Advisers
Arizona
$1B -$4.16M -70,311 -0.4%
NEAM
11
New England Asset Management
Connecticut
$995M +$145K +2,450 +0%
Northern Trust
12
Northern Trust
Illinois
$982M -$17.1M -289,650 -2%
Ameriprise
13
Ameriprise
Minnesota
$868M +$129M +2,183,754 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$847M -$5.1M -86,280 -0.6%
Bank of America
15
Bank of America
North Carolina
$840M -$27.1M -458,926 -3%
Norges Bank
16
Norges Bank
Norway
$769M +$10.8M +182,266 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$703M -$85.6M -1,447,477 -10%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$594M -$7.89M -133,332 -1%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$565M -$45.6M -770,922 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$560M +$7.77M +131,308 +1%
Legal & General Group
21
Legal & General Group
United Kingdom
$559M -$10.9M -184,780 -2%
Macquarie Group
22
Macquarie Group
Australia
$554M -$33.3M -563,069 -5%
US Bancorp
23
US Bancorp
Minnesota
$538M -$8.74M -147,768 -2%
Franklin Resources
24
Franklin Resources
California
$533M -$2.32M -39,164 -0.4%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$531M -$4.93M -83,415 -0.9%

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.