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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
CCT
526
Capital City Trust
Florida
$3.56M +$99.1K +1,689 +3%
AWS
527
Arkfeld Wealth Strategies
Nebraska
$3.55M -$105K -1,788 -3%
RWA
528
River Wealth Advisors
Pennsylvania
$3.55M +$33K +562 +0.9%
LCM
529
Liberty Capital Management
Michigan
$3.54M +$41.7K +710 +1%
PI
530
PFS Investments
Georgia
$3.53M +$784K +13,356 +27%
AI
531
Accredited Investors
Minnesota
$3.53M -$12.3K -209 -0.3%
PFS
532
Prospera Financial Services
Texas
$3.52M +$1.91M +32,635 +112%
NMIMC
533
Northwestern Mutual Investment Management Company
Wisconsin
$3.51M -$24K -409 -0.7%
CAC
534
Core Alternative Capital
Georgia
$3.48M +$429K +7,311 +14%
AIM
535
Achmea Investment Management
Netherlands
$3.48M
Cerity Partners
536
Cerity Partners
New York
$3.47M +$59.1K +1,007 +2%
PCM
537
Parsons Capital Management
Rhode Island
$3.46M -$7.63K -130 -0.2%
EWM
538
Evercore Wealth Management
New York
$3.44M -$3.17K -54 -0.1%
AIP
539
Ameritas Investment Partners
Nebraska
$3.41M -$105K -1,792 -3%
HI
540
Harbour Investments
Wisconsin
$3.4M +$182K +3,105 +5%
MFS
541
Mirabella Financial Services
United Kingdom
$3.4M +$1.36M +23,134 New
TWM
542
Tradition Wealth Management
Minnesota
$3.39M -$6.8K -116 -0.2%
SFG
543
SNS Financial Group
Minnesota
$3.39M +$687K +11,717 +25%
Acadian Asset Management
544
Acadian Asset Management
Massachusetts
$3.38M +$803K +13,685 +30%
FMW
545
Farr Miller & Washington
District of Columbia
$3.29M +$118K +2,003 +4%
FC
546
Full18 Capital
Connecticut
$3.29M +$3.38M +57,695 New
KA
547
KLCM Advisors
Wisconsin
$3.21M -$2.44M -41,644 -43%
6M
548
6 Meridian
Kansas
$3.19M -$128K -2,178 -4%
KS
549
Karpas Strategies
Connecticut
$3.18M
APP
550
Avantax Planning Partners
Iowa
$3.17M +$822K +14,004 +34%

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.