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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
LG
526
LaFleur & Godfrey
Michigan
$3.83M -$125K -2,191 -3%
GWM
527
Geneos Wealth Management
Colorado
$3.82M +$18.3K +321 +0.5%
FNBT
528
FineMark National Bank & Trust
Florida
$3.82M -$73.3K -1,288 -2%
RWA
529
River Wealth Advisors
Pennsylvania
$3.79M +$85.4K +1,500 +2%
AIM
530
Achmea Investment Management
Netherlands
$3.77M +$133K +2,342 +4%
SL
531
Summitry LLC
California
$3.74M -$57.2K -1,005 -2%
CCT
532
Capital City Trust
Florida
$3.74M +$17.4K +305 +0.5%
CAC
533
Core Alternative Capital
Georgia
$3.73M +$96.2K +1,689 +3%
IIM
534
Intact Investment Management
Quebec, Canada
$3.73M
IAN
535
Integrated Advisors Network
Texas
$3.71M +$3.13M +54,885 +721%
HI
536
Harbour Investments
Wisconsin
$3.7M +$146K +2,558 +4%
LCM
537
Liberty Capital Management
Michigan
$3.69M +$1.31K +23 +0%
AI
538
Accredited Investors
Minnesota
$3.68M +$2.22K +39 +0.1%
KA
539
Kerrisdale Advisers
Florida
$3.65M +$3.5M +61,416 New
AIP
540
Ameritas Investment Partners
Nebraska
$3.61M +$51K +896 +1%
Wolverine Trading
541
Wolverine Trading
Illinois
$3.59M +$2.14M +37,599 +171%
PCM
542
Parsons Capital Management
Rhode Island
$3.58M -$30.3K -532 -0.9%
Cerity Partners
543
Cerity Partners
New York
$3.57M -$48.1K -845 -1%
EWM
544
Evercore Wealth Management
New York
$3.56M -$25.6K -450 -0.7%
WS
545
Wedbush Securities
California
$3.54M +$1.1M +19,263 +48%
TWM
546
Tradition Wealth Management
Minnesota
$3.51M -$28K -492 -0.8%
FMW
547
Farr Miller & Washington
District of Columbia
$3.44M
ICG
548
InterOcean Capital Group
Tennessee
$3.41M -$591K -10,380 -15%
KS
549
Karpas Strategies
Connecticut
$3.4M
CCP
550
Corient Capital Partners
California
$3.36M +$300K +5,263 +10%

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.