We are live on ! Find out more
USB icon

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
PP
1351
Patron Partners
Texas
$269K +$277K +4,723 New
AWA
1352
Arkadios Wealth Advisors
Georgia
$268K +$188K +3,204 +214%
GA
1353
Geller Advisors
New York
$267K +$2.99K +51 +1%
FNFDCM
1354
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$266K +$11.7K +200 +4%
ZF
1355
Zhang Financial
Michigan
$266K +$14.2K +242 +5%
SVWAG
1356
Sound View Wealth Advisors Group
Georgia
$265K -$3.23K -55 -1%
LFAS
1357
Level Four Advisory Services
Texas
$264K +$469 +8 +0.2%
FHA
1358
First Horizon Advisors
Tennessee
$263K +$14.4K +245 +6%
CFG
1359
Cooper Financial Group
California
$263K +$17.4K +296 +7%
JIC
1360
Joel Isaacson & Co
New York
$262K -$10.9K -186 -4%
AC
1361
Allstate Corporation
Illinois
$260K -$126K -2,150 -32%
FIM
1362
Freedom Investment Management
Connecticut
$260K -$1.7K -29 -0.6%
CAWM
1363
Capital Advisors Wealth Management
Washington
$260K +$14.5K +248 +6%
TIA
1364
Tiemann Investment Advisors
California
$257K -$13.2K -225 -5%
MG
1365
MilWealth Group
Wisconsin
$257K
NB
1366
Nicolet Bankshares
Wisconsin
$256K
LCS
1367
Levin Capital Strategies
New York
$254K
CFA
1368
Cahill Financial Advisors
Minnesota
$254K +$18.3K +312 +8%
QSS
1369
Quantitative Systematic Strategies
Florida
$253K +$261K +4,446 New
FG
1370
Foster Group
Iowa
$252K -$175K -2,982 -40%
ACP
1371
Aveo Capital Partners
Colorado
$252K -$133K -2,275 -34%
EFG
1372
Everhart Financial Group
Ohio
$252K -$125K -2,124 -32%
AssetMark Inc
1373
AssetMark Inc
California
$252K +$10.6K +180 +4%
MWP
1374
MYCIO Wealth Partners
Pennsylvania
$251K
TWM
1375
Titus Wealth Management
California
$251K +$117 +2 +0%

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.