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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
IWA
776
Intercontinental Wealth Advisors
Texas
$1.44M +$8.45K +144 +0.6%
AAS
777
Annex Advisory Services
Wisconsin
$1.44M +$153K +2,613 +12%
HPCM
778
Hunter Perkins Capital Management
Illinois
$1.43M +$886K +15,105 +151%
ACM
779
AlphaCrest Capital Management
New York
$1.43M +$1.13M +19,230 +329%
PFSC
780
Peoples Financial Services Corp
Pennsylvania
$1.42M -$25.3K -431 -2%
LPT
781
Legacy Private Trust
Wisconsin
$1.42M -$214K -3,650 -13%
VC
782
Vestor Capital
Illinois
$1.42M -$18.5K -315 -1%
SW
783
SVB Wealth
Massachusetts
$1.41M -$232K -3,948 -14%
WIC
784
Whitegate Investment Counselors
New Hampshire
$1.38M -$587 -10 -0%
CT
785
Cambridge Trust
Massachusetts
$1.38M -$12.4K -211 -0.9%
CAG
786
Crestwood Advisors Group
Massachusetts
$1.37M -$11.7K -200 -0.8%
VI
787
Vestcor Inc
New Brunswick, Canada
$1.36M -$92.3K -1,573 -6%
PWLP
788
Prio Wealth Limited Partnership
Massachusetts
$1.35M -$106K -1,800 -7%
PK
789
Pflug Koory
Nebraska
$1.33M +$47K +801 +4%
DCM
790
Dupont Capital Management
Delaware
$1.32M -$79.3K -1,352 -5%
BCM
791
Boltwood Capital Management
California
$1.32M
LIM
792
Leavell Investment Management
Alabama
$1.32M
RWM
793
RKL Wealth Management
Pennsylvania
$1.31M +$18.1K +309 +1%
GC
794
Grimes & Company
Massachusetts
$1.31M -$12.6K -215 -0.9%
MA
795
Mutual Advisors
Nebraska
$1.31M +$1.94K +33 +0.1%
MPPW
796
Mitchell & Pahl Private Wealth
Oklahoma
$1.31M +$100K +1,712 +8%
CAM
797
Cresset Asset Management
Illinois
$1.3M +$274K +4,676 +26%
AIC
798
Ameritas Investment Company
Nebraska
$1.3M +$60.3K +1,027 +10%
Millennium Management
799
Millennium Management
New York
$1.29M -$16.9M -287,595 -93%
JWM
800
JGP Wealth Management
Oregon
$1.27M +$14.8K +253 +1%

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.