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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
HH
1426
Hilltop Holdings
Texas
$221K +$227K +3,870 New
CG
1427
Corundum Group
Colorado
$221K +$227K +3,872 New
VST
1428
Van Strum & Towne
California
$220K
PWM
1429
Purus Wealth Management
California
$220K +$1.58K +27 +0.7%
NCM
1430
Northwest Capital Management
Oregon
$220K +$16.5K +281 +8%
DA
1431
Dillon & Associates
Michigan
$219K
FA
1432
Fermata Advisors
California
$219K +$225K +3,840 New
BWM
1433
BNC Wealth Management
Oregon
$218K
PWW
1434
Pettyjohn Wood & White
Virginia
$218K +$7.33K +125 +3%
CMO
1435
Covenant Multifamily Offices
Texas
$218K +$225K +3,827 New
BP
1436
BBR Partners
New York
$217K -$54.7K -932 -20%
FFA
1437
Founders Financial Alliance
North Carolina
$217K +$645 +11 +0.3%
OTPPB
1438
Ontario Teachers' Pension Plan Board
Ontario, Canada
$217K +$223K +3,807 New
KPW
1439
Kore Private Wealth
New York
$217K +$224K +3,814 New
NFG
1440
Nadler Financial Group
Illinois
$216K
SSA
1441
South Street Advisors
New York
$216K +$223K +3,800 New
IAIM
1442
International Assets Investment Management
Florida
$215K -$223K -3,796 -42%
VHAM
1443
Van Hulzen Asset Management
California
$214K -$88K -1,500 -29%
PCS
1444
Personal CFO Solutions
New Jersey
$213K +$219K +3,740 New
SWA
1445
Sutton Wealth Advisors
Florida
$212K
RIG
1446
Roosevelt Investment Group
New York
$211K +$218K +3,712 New
KMC
1447
Kirr Marbach & Co
Indiana
$210K
CWA
1448
Clearview Wealth Advisors
Oregon
$210K +$53.5K +912 +33%
WFI
1449
West Family Investments
California
$210K +$216K +3,682 New
PFS
1450
Physicians Financial Services
North Carolina
$209K

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.