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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
PHK
1501
Point72 Hong Kong
Hong Kong
$122K +$125K +2,138 New
RP
1502
Rowlandmiller & Partners
Georgia
$120K +$411 +7 +0.3%
KPCM
1503
Kings Point Capital Management
New York
$119K
WR
1504
WD Rutherford
Oregon
$118K +$19.9K +340 +20%
RAM
1505
Riggs Asset Management
Pennsylvania
$114K
WP
1506
WealthShield Partners
North Carolina
$114K +$59 +1 +0.1%
FWM
1507
Filbrandt Wealth Management
Wisconsin
$114K +$821 +14 +0.7%
AWM
1508
Accel Wealth Management
Iowa
$108K +$235 +4 +0.2%
COCM
1509
Charter Oak Capital Management
New Hampshire
$104K
HFS
1510
HBC Financial Services
Washington
$103K
WAM
1511
Wolverine Asset Management
Illinois
$103K +$70.4K +1,200 +195%
HIA
1512
Harbor Investment Advisory
Maryland
$102K -$28K -477 -21%
KFI
1513
Key Financial Inc
Pennsylvania
$99K +$96.6K +1,647 +1,257%
WBC
1514
West Branch Capital
Massachusetts
$98K +$101K +1,717 New
DWMG
1515
DB Wealth Management Group
California
$97K
JGIA
1516
Jackson Grant Investment Advisers
Connecticut
$91K
SCM
1517
Silvant Capital Management
Georgia
$90K
LAS
1518
Lloyd Advisory Services
Georgia
$90K +$1.29K +22 +1%
TAIM
1519
TD Ameritrade Investment Management
Nebraska
$90K +$89.7K +1,529 +3,253%
FCB
1520
First Command Bank
Texas
$88K
FCFS
1521
First Command Financial Services
Texas
$88K
CMA
1522
Cedar Mountain Advisors
Oregon
$81K +$59 +1 +0.1%
LC
1523
Lindbrook Capital
California
$79K +$528 +9 +0.6%
PFGIA
1524
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$12K +205 +17%
SB
1525
Strategic Blueprint
Georgia
$76K +$78.6K +1,339 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.