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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
CCMG
1051
Clark Capital Management Group
Pennsylvania
$600K
CCA
1052
Checchi Capital Advisers
California
$599K -$8.71K -153 -1%
MW
1053
Marcum Wealth
Ohio
$599K +$65.2K +1,145 +13%
SC
1054
Scotia Capital
Ontario, Canada
$598K +$12.5K +219 +2%
AIM
1055
Acropolis Investment Management
Missouri
$597K -$53.4K -938 -9%
LWM
1056
Loveless Wealth Management
Montana
$597K +$19.9K +350 +4%
RFN
1057
RDA Financial Network
Iowa
$592K -$14.9K -262 -3%
DAS
1058
Dynamic Advisor Solutions
Arizona
$591K -$11.7K -206 -2%
CIC
1059
Crawford Investment Counsel
Georgia
$591K +$109K +1,922 +24%
CIBC World Market
1060
CIBC World Market
Ontario, Canada
$590K -$8.13M -142,770 -93%
ME
1061
McIlrath & Eck
Washington
$590K +$9.62K +169 +2%
KCPG
1062
Kavar Capital Partners Group
Kansas
$588K -$22.8K -400 -4%
FAIM
1063
Financial Advocates Investment Management
Washington
$587K +$20.1K +353 +4%
FCBT
1064
First Citizens Bank & Trust
North Carolina
$587K +$563K +9,880 New
FBT
1065
First Bank & Trust
South Dakota
$586K +$58.2K +1,022 +12%
LSA
1066
Lion Street Advisors
Texas
$586K +$561K +9,859 New
IMA
1067
Investment Management Associates
Colorado
$585K -$23.9K -420 -4%
GI
1068
GAMCO Investors
Connecticut
$585K
CT
1069
Caldwell Trust
Florida
$585K +$569 +10 +0.1%
DMBA
1070
Deseret Mutual Benefit Administrators
Utah
$584K -$211K -3,712 -27%
PWPS
1071
Pinnacle Wealth Planning Services
Ohio
$580K +$16.3K +286 +3%
WPA
1072
West Paces Advisors
Georgia
$576K -$24.6K -432 -4%
MCI
1073
McDonald Capital Investors
California
$574K
WCM
1074
Weik Capital Management
Pennsylvania
$574K
AWE
1075
Avidian Wealth Enterprises
Texas
$574K +$30K +527 +6%

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.