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US Bancorp

1,649 hedge funds and large institutions have $63.2B invested in US Bancorp in 2021 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 633 increasing their positions, 608 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 71

1% more funds holding

Funds holding: 1,6281,649 (+21)

4% more repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 608

2% more capital invested

Capital invested by funds: $62.1B → $63.2B (+$1.08B)

0.29% less ownership

Funds ownership: 74.88%74.59% (-0.29%)

1% less call options, than puts

Call options by funds: $455M | Put options by funds: $457M

8% less funds holding in top 10

Funds holding in top 10: 4844 (-4)

Holders
1,649
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
28.7%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.77%
New
110
Increased
633
Reduced
608
Closed
71
Calls
$455M
Puts
$457M
Net Calls
-$2.32M
Net Calls Change
-$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
451
Walkner Condon Financial Advisors
Wisconsin
$4.91M +$5.05M +86,142 New
HA
452
Hamel Associates
New Jersey
$4.85M -$70.7K -1,205 -1%
MCM
453
Mengis Capital Management
Oregon
$4.82M -$23.4K -398 -0.5%
LSERS
454
Louisiana State Employees Retirement System
Louisiana
$4.81M -$11.7K -200 -0.2%
WAOTB
455
Wealth Advisors of Tampa Bay
Florida
$4.8M -$37.3K -635 -0.7%
HBT
456
Hills Bank & Trust
Iowa
$4.79M +$145K +2,478 +3%
Thrivent Financial for Lutherans
457
Thrivent Financial for Lutherans
Minnesota
$4.78M +$71K +1,210 +1%
EVM
458
Evelyn V. Moreno
$4.78M -$2.24M -38,142 -31%
ACM
459
Ayrshire Capital Management
Connecticut
$4.77M +$106K +1,808 +2%
KMWM
460
Keudell/Morrison Wealth Management
Oregon
$4.73M +$25.2K +429 +0.5%
SC
461
SouthState Corp
Florida
$4.73M -$67K -1,142 -1%
CWM
462
Chronos Wealth Management
Florida
$4.72M +$259K +4,410 +6%
Pacer Advisors
463
Pacer Advisors
Pennsylvania
$4.71M +$116K +1,982 +2%
ETC
464
Exchange Traded Concepts
Oklahoma
$4.71M -$249K -4,247 -5%
GIM
465
Greylin Investment Management
Virginia
$4.71M -$20.2K -345 -0.4%
X
466
Xponance
Pennsylvania
$4.63M +$932K +15,880 +24%
AF
467
Alerus Financial
North Dakota
$4.6M -$176K -3,000 -4%
ATC
468
Argent Trust Co
Tennessee
$4.6M -$93K -1,585 -2%
CCC
469
Cincinnati Casualty Company
Ohio
$4.56M
IMPI
470
Ilmarinen Mutual Pension Insurance
Finland
$4.56M
FWCM
471
Ferguson Wellman Capital Management
Oregon
$4.52M +$48.3K +823 +1%
KRS
472
Kentucky Retirement Systems
Kentucky
$4.5M -$156K -2,662 -3%
CSUI
473
Cincinnati Specialty Underwriters Insurance
Ohio
$4.47M
GIA
474
GHP Investment Advisors
Colorado
$4.45M +$63.9K +1,089 +1%
LIA
475
LS Investment Advisors
Michigan
$4.45M -$2.13M -36,273 -32%

USB Hedge Fund Activity: Q2 2021 in Review

1,649 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2021, worth a combined $63.2B — up 1.7% from $62.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new USB positions and 71 closed out — a net gain of 39 holders — while 633 added to existing stakes and 608 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $299M. The largest seller was Massachusetts Financial Services, cutting an estimated $436M.

  • 1,649 institutional investors held US Bancorp (USB) as of Q2 2021, up from 1,628 in Q1 2021.
  • Funds reported $63.2B of US Bancorp stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 110 funds opened new US Bancorp positions in Q2 2021 and 71 closed out, a net change of +39 holders.
  • The largest US Bancorp buyer in Q2 2021 was Royal Bank of Canada, an estimated $299M added.
  • The largest US Bancorp seller in Q2 2021 was Massachusetts Financial Services, an estimated $436M sold.

Based on aggregated 13F filings for Q2 2021.