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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
FFA
1451
Founders Financial Alliance
North Carolina
$223K -$2.28K -40 -1%
VHAM
1452
Van Hulzen Asset Management
California
$223K
SWA
1453
Sutton Wealth Advisors
Florida
$221K +$569 +10 +0.3%
CTI
1454
Community Trust & Investment
Kentucky
$221K -$28.5K -500 -12%
RIG
1455
Roosevelt Investment Group
New York
$221K
SMA
1456
Sage Mountain Advisors
Georgia
$221K +$212K +3,725 New
MIHAS
1457
Maj Invest Holding A/S
Denmark
$220K -$119M -2,081,763 -100%
JIP
1458
Jaffetilchin Investment Partners
Florida
$220K -$200K -3,516 -49%
VIM
1459
Vista Investment Management
Pennsylvania
$220K -$12.9K -226 -6%
BFIM
1460
Beese Fulmer Investment Management
Ohio
$220K +$211K +3,699 New
IWM
1461
IHT Wealth Management
Illinois
$219K -$201K -3,534 -49%
KMC
1462
Kirr Marbach & Co
Indiana
$219K
CCFM
1463
Clear Creek Financial Management
Washington
$219K +$210K +3,686 New
PFS
1464
Physicians Financial Services
North Carolina
$218K
HVIA
1465
Hudson Valley Investment Advisors
New York
$217K
TFCP
1466
Twin Focus Capital Partners
Massachusetts
$217K +$2.56K +45 +1%
CFN
1467
Cordasco Financial Network
Florida
$217K +$30.5K +535 +17%
PFBT
1468
Parkside Financial Bank & Trust
Missouri
$216K +$569 +10 +0.3%
CCB
1469
Cutter & Co Brokerage
Missouri
$215K +$57 +1 +0%
BWM
1470
BNC Wealth Management
Oregon
$214K -$13K -229 -6%
IAMOG
1471
Investors Asset Management of Georgia
Georgia
$211K
RHBC
1472
R.H. Bluestein & Co
Michigan
$210K -$225K -3,955 -53%
MFS
1473
Madrona Financial Services
Washington
$210K -$2.56K -45 -1%
MWPCG
1474
Measured Wealth Private Client Group
New Hampshire
$209K -$1.88K -33 -0.9%
VCM
1475
Vigilant Capital Management
Maine
$208K -$3.64K -64 -2%

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.