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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
JWCA
1001
J.W. Cole Advisors
Florida
$675K +$16.5K +281 +2%
Jones Financial Companies
1002
Jones Financial Companies
Missouri
$673K -$50.1K -854 -7%
JFA
1003
JNBA Financial Advisors
Minnesota
$673K
B
1004
Barings
North Carolina
$669K -$296K -5,038 -30%
LRPA
1005
L. Roy Papp & Associates
Arizona
$669K -$6.51K -111 -0.9%
SNBOSD
1006
Security National Bank of So Dak
Iowa
$668K +$688K +11,724 New
CC
1007
Courier Capital
New York
$667K -$9.97K -170 -1%
SAM
1008
Seelaus Asset Management
New Jersey
$666K +$686K +11,690 New
LWCFA
1009
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$663K +$1.47K +25 +0.2%
ARMC
1010
American Research & Management Company
Massachusetts
$659K -$231K -3,942 -25%
WI
1011
Wintrust Investments
Illinois
$659K -$38.1K -650 -5%
HA
1012
HYA Advisors
Missouri
$655K +$4.34K +74 +0.6%
ONB
1013
Old National Bancorp
Indiana
$655K +$44.5K +758 +7%
CSIC
1014
Clifford Swan Investment Counsel
California
$654K
CFA
1015
CWS Financial Advisors
Michigan
$654K
RCA
1016
Resonant Capital Advisors
Wisconsin
$647K -$165K -2,808 -20%
MC
1017
Middleton & Co
Massachusetts
$642K
CC
1018
Chicago Capital
Illinois
$640K
GIA
1019
Gateway Investment Advisers
Ohio
$637K -$19.4K -330 -3%
CCM
1020
Covington Capital Management
California
$637K -$16.5K -282 -2%
PAI
1021
Pittenger & Anderson Inc
Nebraska
$637K
WIM
1022
Wittenberg Investment Management
Massachusetts
$635K
SP
1023
Symmetry Partners
Connecticut
$634K -$77K -1,313 -11%
PWP
1024
Personal Wealth Partners
Minnesota
$631K
AIM
1025
Acropolis Investment Management
Missouri
$628K +$29.4K +501 +5%

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.