We are live on ! Find out more
USB icon

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
FFBTD
676
First Financial Bank - Trust Division
Ohio
$2.05M -$48.9K -833 -2%
RSWM
677
Robertson Stephens Wealth Management
California
$2.05M +$327K +5,567 +18%
E
678
Ergoteles
New York
$2.04M -$15M -256,050 -88%
VNA
679
Valley National Advisers
Pennsylvania
$2.04M -$11.8K -201 -0.6%
MWM
680
Madison Wealth Management
Ohio
$2.04M +$55.6K +947 +3%
CRC
681
Curi RMB Capital
Illinois
$2.04M
CIA
682
Cascade Investment Advisors
Oregon
$2.03M -$11.3K -193 -0.5%
GIA
683
Guyasuta Investment Advisors
Pennsylvania
$2.03M -$31.2K -531 -1%
HT
684
HAP Trading
New York
$2.02M +$2.08M +35,373 New
KRSITF
685
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.01M -$119K -2,023 -5%
AWM
686
AE Wealth Management
Kansas
$2.01M +$290K +4,947 +16%
ACA
687
Aptus Capital Advisors
Alabama
$2.01M -$424K -7,231 -17%
FMTC
688
Farmers & Merchants Trust Company
California
$2.01M +$23.2K +396 +1%
AAS
689
Avantax Advisory Services
Texas
$2.01M +$45.2K +771 +2%
HFM
690
Hartford Financial Management
Connecticut
$1.98M
SFP
691
Shepherd Financial Partners
Massachusetts
$1.98M -$759K -12,939 -27%
BMM
692
Buffington Mohr McNeal
Idaho
$1.97M -$283K -4,831 -12%
ESB
693
Essex Savings Bank
Connecticut
$1.92M -$2.76K -47 -0.1%
BCP
694
Blackhawk Capital Partners
Wisconsin
$1.92M -$143K -2,440 -7%
WP
695
Waycross Partners
Kentucky
$1.9M -$111K -1,886 -5%
PPW
696
Parcion Private Wealth
Washington
$1.89M
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$1.89M +$260K +4,434 +15%
MP
698
McDonald Partners
Ohio
$1.89M -$57.8K -986 -3%
PAM
699
Panagora Asset Management
Massachusetts
$1.89M -$2.64K -45 -0.1%
BMO
700
Beck Mack & Oliver
New York
$1.88M +$66.8K +1,138 +4%

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.