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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
FWP
1151
FAS Wealth Partners
Kansas
$438K +$59.3K +1,011 +15%
VVP
1152
Venture Visionary Partners
Ohio
$437K -$411 -7 -0.1%
JWM
1153
Janiczek Wealth Management
Colorado
$437K +$2.17K +37 +0.5%
BC
1154
Bridgefront Capital
Texas
$437K +$450K +7,667 New
DIA
1155
Davidson Investment Advisors
Montana
$436K +$17.4K +297 +4%
MLFP
1156
MPS Loria Financial Planners
Illinois
$435K -$3.75K -64 -0.8%
EM
1157
Excalibur Management
Massachusetts
$435K +$5.4K +92 +1%
BAM
1158
Belpointe Asset Management
Nevada
$435K +$15.8K +269 +4%
AFG
1159
Allegheny Financial Group
Pennsylvania
$435K +$448K +7,642 New
IAN
1160
Integrated Advisors Network
Texas
$434K +$23.2K +395 +5%
RI
1161
Ridgewood Investments
New Jersey
$429K -$94.6K -1,612 -18%
LCP
1162
Legacy Capital Partners
Wisconsin
$429K
CNC
1163
Canandaigua National Corp
New York
$427K -$948K -16,159 -68%
RHBC
1164
R.H. Bluestein & Co
Michigan
$427K -$147K -2,500 -25%
SXL
1165
Summit X LLC
Missouri
$426K +$176 +3 +0%
MBT
1166
Montecito Bank & Trust
California
$425K +$31.4K +535 +8%
WANY
1167
Wealthspire Advisors (New York)
New York
$424K -$703K -11,978 -62%
ESBC
1168
E.S. Barr & Co
Kentucky
$424K
FWM
1169
Focused Wealth Management
New York
$419K +$293 +5 +0.1%
BWP
1170
BSW Wealth Partners
Colorado
$419K +$54.1K +923 +14%
FAM
1171
Fenimore Asset Management
New York
$418K
ISB
1172
Iowa State Bank
Iowa
$417K -$35.8K -610 -8%
BFO
1173
Boston Family Office
Massachusetts
$417K
FIA
1174
Foundations Investment Advisors
Arizona
$417K +$51.9K +884 +14%
LIA
1175
LBMC Investment Advisors
Tennessee
$415K +$939 +16 +0.2%

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.