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US Bancorp

1,677 hedge funds and large institutions have $66B invested in US Bancorp in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 643 increasing their positions, 616 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 65

14% more funds holding in top 10

Funds holding in top 10: 4450 (+6)

2% more funds holding

Funds holding: 1,6491,677 (+28)

4% more capital invested

Capital invested by funds: $63.2B → $66B (+$2.83B)

4% more repeat investments, than reductions

Existing positions increased: 643 | Existing positions reduced: 616

0.39% more ownership

Funds ownership: 74.59%74.98% (+0.39%)

3% less call options, than puts

Call options by funds: $381M | Put options by funds: $393M

Holders
1,677
Holders Change
+28
Holders Change %
+1.7%
% of All Funds
29.36%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.88%
New
116
Increased
643
Reduced
616
Closed
65
Calls
$381M
Puts
$393M
Net Calls
-$12.7M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SEEDPG
501
S.E.E.D. Planning Group
New York
$4.19M -$291K -5,117 -7%
YIA
502
YHB Investment Advisors
Connecticut
$4.19M +$73.2K +1,286 +2%
EW
503
Evoke Wealth
California
$4.18M -$68K -1,194 -2%
APP
504
Avantax Planning Partners
Iowa
$4.17M +$824K +14,477 +26%
ATFA
505
All Terrain Financial Advisors
Minnesota
$4.17M -$24.4K -428 -0.6%
EI
506
Ethic Inc
New York
$4.17M +$836K +14,690 +27%
PGA
507
Portland Global Advisors
Maine
$4.16M -$29K -510 -0.7%
BWM
508
BerganKDV Wealth Management
Minnesota
$4.15M +$150K +2,640 +4%
UCFA
509
United Capital Financial Advisors
Texas
$4.13M -$49.7K -872 -1%
GI
510
GS Investments
Minnesota
$4.11M +$3.94M +69,170 New
AP
511
Advisor Partners
California
$4.1M -$160K -2,818 -4%
KFP
512
Keystone Financial Planning
Ohio
$4.09M +$46.8K +822 +1%
ECM
513
Estabrook Capital Management
New York
$4.06M
SG Americas Securities
514
SG Americas Securities
New York
$4.05M -$53.8M -944,103 -93%
NMIMC
515
Northwestern Mutual Investment Management Company
Wisconsin
$4.02M +$343K +6,018 +10%
PAS
516
Park Avenue Securities
New York
$4.01M +$241K +4,233 +7%
KWM
517
Kingsview Wealth Management
Oregon
$4.01M +$255K +4,484 +7%
IPW
518
Inlet Private Wealth
Florida
$4M
IEFM
519
IQ EQ Fund Management
Ireland
$3.97M -$64.7K -1,136 -2%
SSWM
520
Smith Salley Wealth Management
North Carolina
$3.94M +$155K +2,714 +4%
PI
521
PFS Investments
Georgia
$3.92M +$147K +2,575 +4%
BPA
522
Beacon Pointe Advisors
California
$3.91M -$618K -10,849 -14%
PFS
523
Prospera Financial Services
Texas
$3.89M +$205K +3,596 +6%
SCP
524
Shorepoint Capital Partners
Massachusetts
$3.88M +$3.72M +65,353 New
CA
525
Cetera Advisors
Colorado
$3.85M -$196K -3,447 -5%

USB Hedge Fund Activity: Q3 2021 in Review

1,677 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2021, worth a combined $66B — up 4.5% from $63.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new USB positions and 65 closed out — a net gain of 51 holders — while 643 added to existing stakes and 616 trimmed.

The largest buyer was BlackRock, adding an estimated $150M. The largest seller was Berkshire Hathaway, cutting an estimated $141M.

  • 1,677 institutional investors held US Bancorp (USB) as of Q3 2021, up from 1,649 in Q2 2021.
  • Funds reported $66B of US Bancorp stock for Q3 2021, up 4.5% quarter-over-quarter.
  • 116 funds opened new US Bancorp positions in Q3 2021 and 65 closed out, a net change of +51 holders.
  • The largest US Bancorp buyer in Q3 2021 was BlackRock, an estimated $150M added.
  • The largest US Bancorp seller in Q3 2021 was Berkshire Hathaway, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2021.