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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
LIM
826
Longfellow Investment Management
Massachusetts
$1.19M -$681K -11,608 -36%
SYBT
827
Stock Yards Bank & Trust
Kentucky
$1.19M -$392K -6,690 -24%
WAP
828
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$293 -5 -0%
JWCA
829
J.W. Coons Advisors
Ohio
$1.19M -$61.6K -1,050 -5%
CPIA
830
Cornell Pochily Investment Advisors
New York
$1.18M +$18.1K +308 +2%
SCM
831
Shelton Capital Management
Colorado
$1.18M -$1.15M -19,679 -49%
BPB
832
Badgley, Phelps & Bell
Washington
$1.17M -$16.7K -285 -1%
AFA
833
Abacus FCF Advisors
Florida
$1.17M -$87.8K -1,496 -7%
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$1.17M +$11.7K +200 +1%
BPC
835
Banque Pictet & Cie
Switzerland
$1.17M +$217K +3,700 +22%
DDC
836
DF Dent & Co
Maryland
$1.16M
DFA
837
DHJJ Financial Advisors
Illinois
$1.15M +$1.18M +20,145 New
RL
838
Ruffer LLP
United Kingdom
$1.14M -$802K -13,670 -41%
HWA
839
HCR Wealth Advisors
California
$1.14M +$133K +2,271 +13%
SPC
840
Sigma Planning Corp
Michigan
$1.13M +$411 +7 +0%
NL
841
NVWM LLC
Pennsylvania
$1.12M +$8.04K +137 +0.7%
Squarepoint
842
Squarepoint
New York
$1.12M +$1.15M +19,637 New
HWM
843
HighMark Wealth Management
Minnesota
$1.12M -$70.5K -1,201 -6%
FP
844
Financial Perspectives
Minnesota
$1.11M -$62.2M -1,060,958 -98%
AC
845
Abbrea Capital
California
$1.11M +$133K +2,270 +13%
Lido Advisors
846
Lido Advisors
California
$1.1M -$660K -11,251 -37%
PHS
847
Pekin Hardy Strauss
Illinois
$1.1M -$31.2K -532 -3%
SMC
848
Smith, Moore & Co
Missouri
$1.1M -$17.7K -302 -2%
SN
849
Sittner & Nelson
Oregon
$1.09M +$176K +3,007 +19%
KLC
850
Knowledge Leaders Capital
Colorado
$1.09M +$1.12M +19,126 New

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.