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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
SC
1176
Steph & Co
Wisconsin
$413K +$36.5K +622 +9%
CWP
1177
Concord Wealth Partners
Virginia
$413K +$92.3K +1,573 +28%
SG
1178
StoneX Group
New York
$413K +$119K +2,020 +39%
PJSIMP
1179
P.J. Schmidt Investment Management (PJS)
Wisconsin
$412K
PA
1180
Parallel Advisors
California
$412K +$72.7K +1,239 +21%
IWM
1181
IHT Wealth Management
Illinois
$411K +$95.4K +1,626 +29%
PBT
1182
Pictet Bank & Trust
Bahamas
$410K
PP
1183
PDS Planning
Ohio
$410K +$704 +12 +0.2%
PIM
1184
Progressive Investment Management
Oregon
$409K
PFT
1185
Providence First Trust
Arizona
$407K
ST
1186
Sageworth Trust
Pennsylvania
$407K +$390K +6,650 +1,330%
CFFP
1187
Center for Financial Planning
Michigan
$406K
LC
1188
Lincoln Capital
Nebraska
$406K +$106K +1,815 +34%
CIC
1189
Chase Investment Counsel
Virginia
$405K -$4.69K -80 -1%
TCA
1190
Transcend Capital Advisors
New Jersey
$402K +$38.5K +656 +10%
BONH
1191
Bank of New Hampshire
New Hampshire
$402K +$414K +7,055 New
RIM
1192
Regent Investment Management
Kentucky
$400K -$5.87K -100 -1%
LSAG
1193
Lake Street Advisors Group
New Hampshire
$399K +$3.75K +64 +1%
S
1194
SignatureFD
Georgia
$398K +$50.7K +864 +14%
BS
1195
Boenning & Scattergood
Pennsylvania
$397K +$2.82K +48 +0.7%
PGAM
1196
Princeton Global Asset Management
New Jersey
$395K
FPCG
1197
Fort Pitt Capital Group
Pennsylvania
$391K +$51.3K +874 +15%
Financial Engines Advisors
1198
Financial Engines Advisors
California
$388K +$4.99K +85 +1%
LA
1199
LexAurum Advisors
Kansas
$387K -$5.81K -99 -1%
CCM
1200
Cullen Capital Management
New York
$386K

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.