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US Bancorp

1,677 hedge funds and large institutions have $66B invested in US Bancorp in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 643 increasing their positions, 616 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 65

14% more funds holding in top 10

Funds holding in top 10: 4450 (+6)

2% more funds holding

Funds holding: 1,6491,677 (+28)

4% more capital invested

Capital invested by funds: $63.2B → $66B (+$2.83B)

4% more repeat investments, than reductions

Existing positions increased: 643 | Existing positions reduced: 616

0.39% more ownership

Funds ownership: 74.59%74.98% (+0.39%)

3% less call options, than puts

Call options by funds: $381M | Put options by funds: $393M

Holders
1,677
Holders Change
+28
Holders Change %
+1.7%
% of All Funds
29.36%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.88%
New
116
Increased
643
Reduced
616
Closed
65
Calls
$381M
Puts
$393M
Net Calls
-$12.7M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1026
Nicolet Advisory Services
Wisconsin
$652K +$1.59K +28 +0.3%
OPWM
1027
Oxinas Partners Wealth Management
Indiana
$648K +$11.7K +206 +2%
BWP
1028
BSW Wealth Partners
Colorado
$644K +$198K +3,478 +47%
BWA
1029
Burt Wealth Advisors
Maryland
$642K
BFG
1030
Beacon Financial Group
Texas
$642K +$39.9K +700 +7%
GIA
1031
Gateway Investment Advisers
Ohio
$637K -$27.2K -478 -4%
S
1032
SignatureFD
Georgia
$636K +$212K +3,722 +53%
IFWM
1033
Institute for Wealth Management
Colorado
$634K
RPC
1034
Rossmore Private Capital
Connecticut
$634K
PWP
1035
Personal Wealth Partners
Minnesota
$630K -$26.7K -469 -4%
EDRIA
1036
Edmonds Duncan Registered Investment Advisors
Kansas
$630K
SCA
1037
Sage Capital Advisors
South Dakota
$628K
F
1038
F3Logic
Minnesota
$627K -$133K -2,331 -18%
SS
1039
Sunbelt Securities
Texas
$626K
LWAC
1040
Laurel Wealth Advisors (California)
California
$622K -$22K -387 -4%
4WM
1041
44 Wealth Management
Oregon
$622K -$911 -16 -0.2%
WDC
1042
Woodward Diversified Capital
California
$622K +$72.9K +1,281 +14%
DWM
1043
Defined Wealth Management
Oregon
$617K +$5.13K +90 +0.9%
JCIA
1044
Jackson Creek Investment Advisors
Colorado
$615K -$14.6K -257 -2%
NQWM
1045
Northwest Quadrant Wealth Management
Oregon
$615K +$1.31K +23 +0.2%
AB
1046
Atlas Brown
Kentucky
$609K +$8.03K +141 +1%
CSS
1047
Cubist Systematic Strategies
Connecticut
$608K -$6.44M -113,078 -92%
CW
1048
CreativeOne Wealth
Kansas
$606K +$78.8K +1,383 +16%
DBT
1049
Dubuque Bank & Trust
Iowa
$605K
SEC
1050
Seven Eight Capital
New York
$603K +$578K +10,147 New

USB Hedge Fund Activity: Q3 2021 in Review

1,677 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2021, worth a combined $66B — up 4.5% from $63.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new USB positions and 65 closed out — a net gain of 51 holders — while 643 added to existing stakes and 616 trimmed.

The largest buyer was BlackRock, adding an estimated $150M. The largest seller was Berkshire Hathaway, cutting an estimated $141M.

  • 1,677 institutional investors held US Bancorp (USB) as of Q3 2021, up from 1,649 in Q2 2021.
  • Funds reported $66B of US Bancorp stock for Q3 2021, up 4.5% quarter-over-quarter.
  • 116 funds opened new US Bancorp positions in Q3 2021 and 65 closed out, a net change of +51 holders.
  • The largest US Bancorp buyer in Q3 2021 was BlackRock, an estimated $150M added.
  • The largest US Bancorp seller in Q3 2021 was Berkshire Hathaway, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2021.