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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
STC
901
Sarah T. Connolly
$924K +$7.04K +120 +0.7%
Vontobel Holding
902
Vontobel Holding
Switzerland
$916K -$1.68M -28,622 -64%
FMT
903
First Mercantile Trust
Tennessee
$916K -$254K -4,332 -21%
EDRH
904
Edmond de Rothschild Holding
Switzerland
$913K +$653K +11,134 +228%
WA
905
WestEnd Advisors
North Carolina
$911K
WT
906
Whittier Trust
California
$908K -$59 -1 -0%
SWA
907
Stratos Wealth Advisors
Ohio
$906K +$26.9K +459 +3%
CISOA
908
Capital Investment Services of America
Wisconsin
$904K
WTC
909
WhitTier Trust Company
Nevada
$893K -$28.7K -490 -3%
VPIM
910
Vanguard Personalized Indexing Management
California
$889K +$211K +3,591 +30%
LJAC
911
L.J. Altfest & Co
New York
$885K
MLL
912
Moody Lynn & Lieberson
Massachusetts
$884K +$11.4K +194 +1%
AC
913
Addison Capital
Pennsylvania
$880K
PCM
914
Poehling Capital Management
Wisconsin
$879K
PAIM
915
Punch & Associates Investment Management
Minnesota
$878K
FAM
916
Fulcrum Asset Management
United Kingdom
$876K
WWM
917
Western Wealth Management
Colorado
$876K +$65.1K +1,109 +8%
HI
918
Horizon Investments
North Carolina
$876K +$543K +9,248 +151%
V
919
VeraBank
Texas
$866K -$8.8K -150 -1%
SWM
920
Spire Wealth Management
Virginia
$863K -$54.9K -936 -6%
FBC
921
Fairfield, Bush & Co
Connecticut
$861K -$23.5K -400 -3%
PWP
922
Principle Wealth Partners
Connecticut
$860K -$36K -613 -4%
IC
923
Inscription Capital
Texas
$860K +$885K +15,087 New
SIM
924
Stratos Investment Management
Ohio
$856K -$34.8K -593 -4%
BWAM
925
Boyd Watterson Asset Management
Ohio
$855K

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.