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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
MWM
1126
Mission Wealth Management
California
$465K -$17K -290 -3%
KFGK
1127
Keystone Financial Group (Kentucky)
Kentucky
$465K +$176 +3 +0%
PT
1128
Plimoth Trust
Massachusetts
$464K -$79.4K -1,353 -14%
NNP
1129
Nachman Norwood & Parrott
South Carolina
$462K +$10.3K +175 +2%
ACA
1130
Atlas Capital Advisors
Wyoming
$460K +$254K +4,324 +115%
DWM
1131
Dakota Wealth Management
Florida
$458K -$13.5K -230 -3%
CAM
1132
CenterStar Asset Management
Illinois
$458K
CIC
1133
Crawford Investment Counsel
Georgia
$457K -$49.3K -840 -9%
VWM
1134
Valley Wealth Managers
New Jersey
$457K -$2.17K -37 -0.5%
ACM
1135
Argent Capital Management
Missouri
$457K +$352 +6 +0.1%
BDFN
1136
Bond & Devick Financial Network
Minnesota
$455K
DWM
1137
Doyle Wealth Management
Florida
$455K
MPAM
1138
Murphy Pohlad Asset Management
Minnesota
$455K
HR
1139
Hardy Reed
Mississippi
$453K -$1.47K -25 -0.3%
CAL
1140
Capital Analysts LLC
Pennsylvania
$453K +$2.52K +43 +0.5%
HI
1141
Human Investing
Oregon
$452K -$43.8K -747 -9%
ML
1142
McAdam LLC
Pennsylvania
$451K +$12.4K +212 +3%
CA
1143
Clearstead Advisors
Ohio
$450K +$8.68K +148 +2%
ECM
1144
Evergreen Capital Management
Washington
$448K -$61K -1,040 -12%
SMH
1145
Sanders Morris Harris
Texas
$445K
GL
1146
Graypoint LLC
New York
$444K +$16.6K +283 +4%
HL
1147
HeadInvest LLC
Maine
$443K +$13.6K +232 +3%
FSCM
1148
Front Street Capital Management
Montana
$439K -$280K -4,765 -38%
EWM
1149
Endurance Wealth Management
Rhode Island
$439K
AWA
1150
Arete Wealth Advisors
Illinois
$439K +$17.5K +299 +3%

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.