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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
FANJ
1376
Financial Architects (New Jersey)
New Jersey
$250K +$939 +16 +0.4%
HGWM
1377
Horst & Graben Wealth Management
Oregon
$250K +$1.76K +30 +0.7%
IP
1378
Investment Partners
Ohio
$249K +$469 +8 +0.2%
ACM
1379
AUA Capital Management
Pennsylvania
$247K
EN1L
1380
Engine No 1 LLC
California
$247K +$254K +4,328 New
AAP
1381
Arax Advisory Partners
Colorado
$247K +$254K +4,330 New
TNA
1382
True North Advisors
Texas
$247K +$255K +4,350 New
TA
1383
Tiedemann Advisors
New York
$246K -$17.2K -293 -6%
SWK
1384
Stephen W. Kidder
$244K
AF
1385
Affiance Financial
Minnesota
$243K +$3.75K +64 +2%
CI
1386
CX Institutional
Indiana
$242K -$105K -1,790 -30%
HW
1387
Hancock Whitney
Mississippi
$242K -$2.05K -35 -0.8%
FFWA
1388
FRG Family Wealth Advisors
Washington
$242K
NB
1389
Northwest Bancshares
Pennsylvania
$242K
FNBSF
1390
First National Bank Sioux Falls
South Dakota
$241K -$2.93K -50 -1%
GJIC
1391
Gamble Jones Investment Counsel
California
$241K
CTI
1392
Community Trust & Investment
Kentucky
$240K -$58.7K -1,000 -19%
WA
1393
WBH Advisory
Maryland
$240K -$7.16K -122 -3%
WC
1394
Westhampton Capital
North Carolina
$240K
HBT
1395
Heartland Bank & Trust
Illinois
$239K -$27.2K -463 -10%
FPWM
1396
FSB Premier Wealth Management
Iowa
$239K +$11.8K +201 +5%
MPW
1397
MA Private Wealth
California
$238K
PFM
1398
Parsec Financial Management
North Carolina
$237K +$244K +4,159 New
PP
1399
PrairieView Partners
Minnesota
$236K -$2.11K -36 -0.9%
TWA
1400
TCI Wealth Advisors
Arizona
$236K +$2.88K +49 +1%

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.