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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
FC
501
Fusion Capital
South Carolina
$4M +$180K +3,068 +5%
YIA
502
YHB Investment Advisors
Connecticut
$3.94M +$59.7K +1,018 +1%
Fisher Asset Management
503
Fisher Asset Management
Washington
$3.91M -$4.34K -74 -0.1%
BAM
504
Blueshift Asset Management
New Jersey
$3.9M +$4.02M +68,492 New
ECM
505
Estabrook Capital Management
New York
$3.89M
CA
506
Cetera Advisors
Colorado
$3.89M -$54.2K -924 -1%
IEFM
507
IQ EQ Fund Management
Ireland
$3.87M -$32.4K -552 -0.8%
KFP
508
Keystone Financial Planning
Ohio
$3.87M -$6.53M -111,372 -62%
ICG
509
InterOcean Capital Group
Tennessee
$3.86M -$8.86K -151 -0.2%
CTC
510
Central Trust Company
Missouri
$3.86M -$1.23K -21 -0%
IPW
511
Inlet Private Wealth
Florida
$3.84M +$104K +1,775 +3%
BWM
512
BerganKDV Wealth Management
Minnesota
$3.83M -$10.3K -176 -0.3%
LG
513
LaFleur & Godfrey
Michigan
$3.79M -$207K -3,532 -5%
CAN
514
Cetera Advisor Networks
California
$3.78M +$1.26M +21,549 +48%
DC
515
Davenport & Co
Virginia
$3.78M +$993K +16,928 +34%
WFS
516
Weitzel Financial Services
Iowa
$3.77M +$12.1M +206,349 +5,472%
FNBT
517
FineMark National Bank & Trust
Florida
$3.73M -$11.1K -189 -0.3%
AAF
518
Andra AP-fonden
Sweden
$3.73M +$634K +10,800 +20%
PAG
519
Private Advisor Group
New Jersey
$3.72M +$99.8K +1,701 +3%
SL
520
Summitry LLC
California
$3.64M +$132K +2,247 +4%
KWM
521
Kingsview Wealth Management
Oregon
$3.63M +$272K +4,632 +8%
SSWM
522
Smith Salley Wealth Management
North Carolina
$3.62M +$39.4K +671 +1%
PAS
523
Park Avenue Securities
New York
$3.61M +$176K +2,992 +5%
GWM
524
Geneos Wealth Management
Colorado
$3.6M -$851K -14,512 -19%
IIM
525
Intact Investment Management
Quebec, Canada
$3.57M -$1.99M -34,000 -35%

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.