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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
MFP
876
Meridian Financial Partners
Virginia
$995K +$41.2K +703 +4%
PP
877
Palladium Partners
Virginia
$989K
CA
878
CSM Advisors
Pennsylvania
$983K
DIP
879
DT Investment Partners
Pennsylvania
$981K +$3.17K +54 +0.3%
S
880
Seeyond
France
$978K -$34.8K -593 -3%
LWAM
881
Legacy Wealth Asset Management
Minnesota
$971K +$7.98K +136 +0.8%
KA
882
Kintegral Advisory
New York
$969K
KPWS
883
Kestra Private Wealth Services
Texas
$968K +$8.74K +149 +0.9%
AMC
884
Asset Management Corp
Illinois
$967K -$763 -13 -0.1%
NSAM
885
North Star Asset Management
Wisconsin
$964K -$469 -8 -0%
CL
886
Choreo LLC
Illinois
$961K -$23.8K -405 -2%
SF
887
Synovus Financial
Georgia
$960K -$176K -3,005 -15%
RIG
888
Ramiah Investment Group
Wisconsin
$960K +$74.3K +1,267 +8%
JDR
889
Jay D. Rosenbaum
$956K -$28.7K -490 -3%
LSA
890
L & S Advisors
California
$951K
M
891
Mirova
France
$950K +$32.3K +551 +3%
IA
892
IFG Advisors
Missouri
$947K
CWM
893
Concentric Wealth Management
California
$945K
EF
894
Empirical Finance
Pennsylvania
$943K +$137K +2,330 +16%
CSPIA
895
Cary Street Partners Investment Advisory
Virginia
$941K +$442K +7,537 +84%
VFA
896
Valeo Financial Advisors
Indiana
$940K +$139K +2,367 +17%
GIA
897
Gladstone Institutional Advisory
Florida
$935K +$196K +3,338 +26%
WP
898
WealthPLAN Partners
Nebraska
$934K +$68.2K +1,163 +8%
CI
899
Conning Inc
Connecticut
$927K -$149K -2,546 -14%
FCFC
900
First Citizens Financial Corp
Iowa
$927K

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.