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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
AAM
1076
Auxier Asset Management
Oregon
$543K
FAIM
1077
Financial Advocates Investment Management
Washington
$542K -$78.3K -1,335 -12%
PWPS
1078
Pinnacle Wealth Planning Services
Ohio
$539K -$3.23K -55 -0.6%
SFO
1079
Standard Family Office
South Dakota
$535K +$158K +2,700 +40%
CPWA
1080
Cerro Pacific Wealth Advisors
California
$533K +$549K +9,352 New
AIP
1081
Almanack Investment Partners
Pennsylvania
$526K +$2.46K +42 +0.5%
WG
1082
Welch Group
Alabama
$525K +$3.4K +58 +0.6%
WDC
1083
Woodward Diversified Capital
California
$523K +$49.3K +840 +10%
NIC
1084
Northwest Investment Counselors
Oregon
$522K +$14.7K +250 +3%
CWM
1085
Calamos Wealth Management
Illinois
$521K +$15.3K +260 +3%
YWP
1086
YorkBridge Wealth Partners
New York
$521K +$90K +1,534 +20%
MSA
1087
Marino Stram & Associates
Massachusetts
$521K +$321K +5,474 +149%
AWE
1088
Avidian Wealth Enterprises
Texas
$520K +$24.6K +419 +5%
MIM
1089
Marco Investment Management
Georgia
$519K -$16.5K -281 -3%
PGIM
1090
Pacific Global Investment Management
California
$519K
CA
1091
Cambridge Advisors
Nebraska
$514K
MCM
1092
Manchester Capital Management
Vermont
$514K +$30.4K +518 +6%
AUB
1093
Atlantic Union Bankshares
Virginia
$511K
SBIA
1094
Sheaff Brock Investment Advisors
Indiana
$509K
LC
1095
Landaas & Company
Wisconsin
$509K +$1.29K +22 +0.2%
MW
1096
Marcum Wealth
Ohio
$509K +$14.1K +241 +3%
PCM
1097
Perkins Capital Management
Minnesota
$508K
MIP
1098
Marietta Investment Partners
Wisconsin
$506K -$32.4K -552 -6%
MWC
1099
MBM Wealth Consultants
Missouri
$504K
FBT
1100
First Bank & Trust
South Dakota
$504K +$367K +6,261 +243%

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.