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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
SFA
1401
Souders Financial Advisors
Ohio
$235K
TNBTD
1402
Trustmark National Bank Trust Department
Mississippi
$235K +$242K +4,123 New
AAM
1403
Aureus Asset Management
Massachusetts
$234K
TCOK
1404
Trust Company of Kansas
Kansas
$234K +$241K +4,104 New
T
1405
TOBAM
France
$232K -$42K -716 -15%
RGC
1406
Roberts, Glore & Co
Illinois
$232K
KIG
1407
Kowal Investment Group
Wisconsin
$232K +$7.86K +134 +3%
OWP
1408
Obermeyer Wealth Partners
Colorado
$231K
HS
1409
Horan Securities
United States
$229K
HAIM
1410
Hunter Associates Investment Management
Pennsylvania
$228K -$20.7K -352 -8%
MYIA
1411
Mount Yale Investment Advisors
Colorado
$228K -$9.91K -169 -4%
TI
1412
Truehand Inc
New Hampshire
$228K
UWPG
1413
Ullmann Wealth Partners Group
Florida
$228K
MIC
1414
Meridian Investment Counsel
California
$227K
MGWM
1415
Marks Group Wealth Management
Minnesota
$226K -$6.04K -103 -3%
IWP
1416
Innova Wealth Partners
Pennsylvania
$226K
MKC
1417
M. Kraus & Co
Vermont
$226K
BO
1418
BRR OpCo
Ohio
$225K
GIP
1419
Greatmark Investment Partners
Georgia
$225K
SIC
1420
Sigma Investment Counselors
Michigan
$225K +$4.46K +76 +2%
FWM
1421
FFT Wealth Management
Pennsylvania
$225K +$232K +3,951 New
MAFM
1422
Mid Atlantic Financial Management
Pennsylvania
$224K +$2.7K +46 +1%
VIM
1423
Vista Investment Management
Pennsylvania
$224K +$3.05K +52 +1%
OC
1424
Oarsman Capital
Wisconsin
$224K +$15.3K +260 +7%
TSS
1425
Two Sigma Securities
New York
$222K +$228K +3,891 New

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.