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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
AG
1476
Algert Global
California
$208K +$200K +3,507 New
SFS
1477
Summit Financial Strategies
Ohio
$207K -$105K -1,836 -34%
SCM
1478
Stonehearth Capital Management
Massachusetts
$207K +$198K +3,477 New
HIGP
1479
Hill Investment Group Partners
Missouri
$207K +$198K +3,477 New
FGP
1480
Foyston, Gordon, & Payne
Ontario, Canada
$206K +$197K +3,463 New
CBT
1481
CoreFirst Bank & Trust
Kansas
$204K
RWA
1482
Redhawk Wealth Advisors
Minnesota
$204K +$196K +3,435 New
RB
1483
Renasant Bank
Mississippi
$204K +$196K +3,435 New
ACS
1484
Archford Capital Strategies
Illinois
$204K +$196K +3,438 New
DAM
1485
Doheny Asset Management
California
$203K +$194K +3,411 New
GBT
1486
Grove Bank & Trust
Florida
$202K +$193K +3,390 New
CWP
1487
Concord Wealth Partners
Virginia
$201K -$221K -3,883 -53%
HI
1488
Hudock Inc
Pennsylvania
$201K +$1.42K +25 +0.7%
FAT
1489
First American Trust
California
$200K +$192K +3,372 New
GI
1490
Gradient Investments
Minnesota
$199K -$7.35K -129 -4%
BA
1491
Bellwether Advisors
Nebraska
$199K +$41.9K +736 +28%
LD
1492
Lipe & Dalton
New York
$195K
TFS
1493
TrustCore Financial Services
Tennessee
$194K
FPFS
1494
First Personal Financial Services
North Carolina
$190K -$16.7K -294 -8%
AF
1495
Allworth Financial
California
$189K +$28.1K +493 +18%
WT
1496
Washington Trust
Rhode Island
$186K
CCMW
1497
Cypress Capital Management (Wyoming)
Wyoming
$184K
GEA
1498
Glen Eagle Advisors
New Jersey
$181K
CCA
1499
Column Capital Advisors
Indiana
$180K +$285 +5 +0.2%
Bank Julius Baer & Co
1500
Bank Julius Baer & Co
Switzerland
$178K +$57 +1 +0%

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.