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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
LCM
1351
LVM Capital Management
Michigan
$284K
FBFS
1352
First Business Financial Services
Wisconsin
$283K
FWM
1353
Frontier Wealth Management
Missouri
$283K +$114 +2 +0%
CIP
1354
Convergence Investment Partners
Florida
$281K -$16.8K -295 -6%
FBT
1355
First Bankers Trust
Kentucky
$280K -$76.6K -1,345 -22%
OWA
1356
Octavia Wealth Advisors
Ohio
$280K +$512 +9 +0.2%
CFG
1357
Cooper Financial Group
California
$280K +$5.13K +90 +2%
LA
1358
LVW Advisors
New York
$280K +$268K +4,711 New
PP
1359
PrairieView Partners
Minnesota
$279K +$31.4K +552 +13%
SCP
1360
Sandhill Capital Partners
New York
$278K -$28K -491 -9%
SVWAG
1361
Sound View Wealth Advisors Group
Georgia
$277K
FG
1362
Foster Group
Iowa
$277K +$13.7K +240 +5%
MAFM
1363
Mid Atlantic Financial Management
Pennsylvania
$276K +$40.2K +706 +18%
FCFC
1364
First Commonwealth Financial Corp
Pennsylvania
$274K -$13.6K -239 -5%
HPC
1365
HM Payson & Co
Maine
$274K -$13.5K -237 -5%
CI
1366
CX Institutional
Indiana
$274K +$20.9K +367 +9%
CSWG
1367
Cardinal Strategic Wealth Guidance
Kentucky
$273K -$39.9K -700 -13%
JIC
1368
Joel Isaacson & Co
New York
$273K +$228 +4 +0.1%
CAWM
1369
Capital Advisors Wealth Management
Washington
$273K +$968 +17 +0.4%
AAP
1370
Arax Advisory Partners
Colorado
$272K +$13.8K +243 +6%
BAM
1371
Belpointe Asset Management
Nevada
$271K -$176K -3,083 -40%
MFS
1372
Mirabella Financial Services
United Kingdom
$270K -$1.06M -18,593 -80%
TWM
1373
Titus Wealth Management
California
$269K +$10.3K +181 +4%
FIM
1374
Freedom Investment Management
Connecticut
$268K -$3.93K -69 -2%
TIA
1375
Tiemann Investment Advisors
California
$268K

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.