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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
PP
476
Pegasus Partners
Wisconsin
$4.39M
BFS
477
Bard Financial Services
Connecticut
$4.38M -$58.7K -1,000 -1%
BPA
478
Beacon Pointe Advisors
California
$4.37M +$2.59M +44,118 +135%
FPB
479
First PREMIER Bank
South Dakota
$4.35M +$1.05M +17,845 +31%
SEEDPG
480
S.E.E.D. Planning Group
New York
$4.31M -$107K -1,832 -2%
Daiwa Securities Group
481
Daiwa Securities Group
Japan
$4.29M +$348K +5,927 +9%
FA
482
Financial Advantage
Maryland
$4.28M -$76.2K -1,299 -2%
WAM
483
WealthTrust Asset Management
Florida
$4.22M +$4.34M +74,000 New
TF
484
TIAA FSB
Florida
$4.18M -$292K -4,970 -6%
HCM
485
Howland Capital Management
Massachusetts
$4.17M -$505K -8,608 -11%
FM
486
Foster & Motley
Ohio
$4.16M -$340K -5,793 -7%
BMSSC
487
B. Metzler seel. Sohn & Co
Germany
$4.14M -$213K -3,627 -5%
OIM
488
Opus Investment Management
Massachusetts
$4.13M
NCM
489
Nelson Capital Management
California
$4.12M +$41K +699 +1%
AIC
490
Argus Investors Counsel
New York
$4.12M -$550K -9,377 -11%
AP
491
Advisor Partners
California
$4.09M -$71.5K -1,218 -2%
HSA
492
HBK Sorce Advisory
Pennsylvania
$4.07M +$107K +1,830 +3%
EW
493
Evoke Wealth
California
$4.07M +$28.9K +493 +0.7%
IFAM
494
Institutional & Family Asset Management
Colorado
$4.05M +$24.8K +422 +0.6%
QI
495
QS Investors
New York
$4.04M +$149K +2,532 +4%
VAS
496
Vestmark Advisory Solutions
Massachusetts
$4.03M +$19.4K +330 +0.5%
MAM
497
Meeder Asset Management
Ohio
$4.02M +$3.07M +52,313 +286%
ATFA
498
All Terrain Financial Advisors
Minnesota
$4.02M -$545K -9,292 -12%
PGA
499
Portland Global Advisors
Maine
$4.02M -$42.2K -720 -1%
UCFA
500
United Capital Financial Advisors
Texas
$4.01M +$35.7K +608 +0.9%

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.