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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
ITIM
1201
Indiana Trust & Investment Management
Indiana
$412K -$14.9K -261 -4%
RIM
1202
Regent Investment Management
Kentucky
$412K -$5.69K -100 -1%
BS
1203
Boenning & Scattergood
Pennsylvania
$412K -$2.33K -41 -0.6%
PGAM
1204
Princeton Global Asset Management
New Jersey
$412K
VA
1205
Valmark Advisers
Ohio
$408K -$856K -15,040 -69%
LWM
1206
Liberty Wealth Management
California
$408K +$102K +1,791 +35%
JWM
1207
Janiczek Wealth Management
Colorado
$403K -$51K -896 -12%
LA
1208
LexAurum Advisors
Kansas
$403K
C
1209
Certuity
Florida
$403K +$626 +11 +0.2%
BONH
1210
Bank of New Hampshire
New Hampshire
$402K
PAM
1211
Peak Asset Management
Colorado
$401K
BCA
1212
Berman Capital Advisors
Georgia
$401K +$88.1K +1,547 +30%
Financial Engines Advisors
1213
Financial Engines Advisors
California
$400K -$3.87K -68 -1%
AIA
1214
Angeles Investment Advisors
California
$400K +$380K +6,680 New
MCM
1215
Maryland Capital Management
Maryland
$399K -$317K -5,567 -45%
FWP
1216
FAS Wealth Partners
Kansas
$399K -$55.4K -973 -13%
CIM
1217
CIM Investment Management
Pennsylvania
$399K -$2.28K -40 -0.6%
DIA
1218
Dana Investment Advisors
Wisconsin
$398K +$23.1K +406 +6%
VFA
1219
Voya Financial Advisors
Connecticut
$398K +$31.7K +556 +9%
LCP
1220
Legacy Capital Partners
Wisconsin
$396K -$50.1K -880 -12%
DIA
1221
Davidson Investment Advisors
Montana
$394K -$58.2K -1,022 -13%
CRIG
1222
Charter Research & Investment Group
Connecticut
$393K
SWM
1223
Sculati Wealth Management
Michigan
$393K
IHL
1224
Investment House LLC
California
$392K -$5.69K -100 -1%
BFPW
1225
BOK Financial Private Wealth
Colorado
$392K +$19.3K +339 +5%

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.