We are live on ! Find out more
USB icon

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
WGA
1101
Weather Gauge Advisory
Virginia
$530K -$37.4K -657 -7%
PCM
1102
Perkins Capital Management
Minnesota
$530K
ACM
1103
Azimuth Capital Management
Michigan
$529K -$58.4K -1,025 -10%
OCG
1104
Opus Capital Group
Ohio
$528K -$102K -1,789 -17%
MIP
1105
Marietta Investment Partners
Wisconsin
$528K
ICM
1106
Islay Capital Management
Texas
$528K +$23.6K +414 +5%
MWC
1107
MBM Wealth Consultants
Missouri
$527K
CIA
1108
Choate Investment Advisors
Massachusetts
$525K -$65.5K -1,151 -12%
HFAS
1109
Hummer Financial Advisory Services
Illinois
$524K
MYIA
1110
Mount Yale Investment Advisors
Colorado
$524K +$273K +4,799 +120%
WorldQuant Millennium Advisors
1111
WorldQuant Millennium Advisors
New York
$523K +$501K +8,806 New
SA
1112
Strategic Advisors
New York
$521K +$171 +3 +0%
FPS
1113
Fieldpoint Private Securities
Connecticut
$519K +$13.9K +244 +3%
BCA
1114
Bay Colony Advisors
Massachusetts
$517K +$204K +3,587 +70%
PAA
1115
Peregrine Asset Advisers
Oregon
$516K -$5.69K -100 -1%
IFG
1116
Investors Financial Group
Minnesota
$515K -$5.75K -101 -1%
MBT
1117
Montecito Bank & Trust
California
$515K +$69K +1,212 +16%
TCOT
1118
Trust Company of Toledo
Ohio
$511K -$342 -6 -0.1%
DAM
1119
Delta Asset Management
Tennessee
$511K
IF
1120
Intrua Financial
Texas
$510K +$119K +2,086 +33%
IB
1121
Intrust Bank
Kansas
$507K +$107K +1,873 +28%
SS
1122
Simplicity Solutions
Minnesota
$507K +$116K +2,041 +31%
Tudor Investment Corp
1123
Tudor Investment Corp
Connecticut
$506K -$1.79M -31,371 -79%
BFG
1124
Barber Financial Group
Kansas
$505K
MWM
1125
Meridian Wealth Management
Kentucky
$505K +$1.25K +22 +0.3%

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.