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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
PAMP
1401
Polar Asset Management Partners
Ontario, Canada
$251K -$460K -8,072 -66%
PFM
1402
Parsec Financial Management
North Carolina
$250K
WC
1403
Westhampton Capital
North Carolina
$250K
NCM
1404
Northwest Capital Management
Oregon
$250K +$1.2K +21 +0.5%
ACP
1405
Aveo Capital Partners
Colorado
$249K -$13.8K -242 -5%
MKC
1406
M. Kraus & Co
Vermont
$249K +$12.7K +223 +6%
MPW
1407
MA Private Wealth
California
$248K
CIAS
1408
Capital Investment Advisory Services
North Carolina
$248K +$237K +4,170 New
SFA
1409
Souders Financial Advisors
Ohio
$246K
FPWM
1410
FSB Premier Wealth Management
Iowa
$245K -$4.1K -72 -2%
TNBTD
1411
Trustmark National Bank Trust Department
Mississippi
$245K
TCOK
1412
Trust Company of Kansas
Kansas
$245K +$911 +16 +0.4%
FFA
1413
First Foundation Advisors
California
$245K +$235K +4,125 New
NFG
1414
Nations Financial Group
Iowa
$245K +$235K +4,128 New
GJIC
1415
Gamble Jones Investment Counsel
California
$244K -$6.66K -117 -3%
AAM
1416
Aureus Asset Management
Massachusetts
$244K
RGC
1417
Roberts, Glore & Co
Illinois
$242K
T
1418
TOBAM
France
$242K
OWP
1419
Obermeyer Wealth Partners
Colorado
$241K
MSA
1420
Marino Stram & Associates
Massachusetts
$240K -$292K -5,121 -56%
UWPG
1421
Ullmann Wealth Partners Group
Florida
$240K +$1.99K +35 +0.9%
FWM
1422
FFT Wealth Management
Pennsylvania
$239K +$4.38K +77 +2%
PCS
1423
Personal CFO Solutions
New Jersey
$239K +$15.5K +273 +7%
ECG
1424
Edge Capital Group
Georgia
$239K +$229K +4,013 New
HAIM
1425
Hunter Associates Investment Management
Pennsylvania
$238K

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.