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US Bancorp Series K Preferred Stock
USB.PRP

3 hedge funds and large institutions have $8.62M invested in US Bancorp Series K Preferred Stock in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

65% more capital invested

Capital invested by funds: $5.22M → $8.62M (+$3.4M)

50% more funds holding

Funds holding: 2 → 3 (+1)

0.5% more ownership

Funds ownership: 0.83% → 1.33% (+0.5%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
+$2.99M
2
UB
UMB Bank
Missouri
+$250K
3
SPIA
Steward Partners Investment Advisory
New York
+$246K

Top Sellers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1
Oxbow Advisors
Texas
$8.12M +$2.99M +106,337 +58%
UB
2
UMB Bank
Missouri
$250K +$250K +8,889 New
SPIA
3
Steward Partners Investment Advisory
New York
$246K +$246K +8,740 New
SIM
4
Sonora Investment Management
Arizona
– -$231K -8,413 Closed

USB.PRP Hedge Fund Activity: Q2 2021 in Review

3 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in US Bancorp Series K Preferred Stock (USB.PRP) for Q2 2021, worth a combined $8.62M — up 65% from $5.22M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new USB.PRP positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $2.99M. The largest seller was Sonora Investment Management, exiting entirely with an estimated $231K sold.

  • 3 institutional investors held US Bancorp Series K Preferred Stock (USB.PRP) as of Q2 2021, up from 2 in Q1 2021.
  • Funds reported $8.62M of US Bancorp Series K Preferred Stock stock for Q2 2021, up 65% quarter-over-quarter.
  • 2 funds opened new US Bancorp Series K Preferred Stock positions in Q2 2021 and 1 closed out, a net change of +1 holder.
  • The largest US Bancorp Series K Preferred Stock buyer in Q2 2021 was Oxbow Advisors, an estimated $2.99M added.
  • The largest US Bancorp Series K Preferred Stock seller in Q2 2021 was Sonora Investment Management, an estimated $231K sold.

Based on aggregated 13F filings for Q2 2021.