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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
WOSD
1501
WFA of San Diego
California
$178K +$171K +2,996 New
CWA
1502
Clearview Wealth Advisors
Oregon
$177K -$40.2K -706 -19%
HCM
1503
Highlander Capital Management
New Jersey
$163K
SFO
1504
Standard Family Office
South Dakota
$160K -$381K -6,691 -71%
MA
1505
MCF Advisors
Kentucky
$154K +$2.22K +39 +2%
BIP
1506
Blueprint Investment Partners
North Carolina
$153K +$147K +2,580 New
CWC
1507
Carolinas Wealth Consulting
North Carolina
$152K +$456 +8 +0.3%
KPCM
1508
Kings Point Capital Management
New York
$152K +$26.8K +470 +22%
DAC
1509
Dividend Assets Capital
South Carolina
$144K
PMFA
1510
Plante Moran Financial Advisors
Michigan
$142K +$62.1K +1,091 +85%
CBT
1511
Central Bank & Trust
Kentucky
$140K
FNBOSM
1512
First National Bank of South Miami
Florida
$140K +$9.45K +166 +8%
1IA
1513
1834 Investment Advisors
Wisconsin
$139K
MAM
1514
Marquette Asset Management
Minnesota
$139K
RG
1515
Retirement Group
California
$139K +$471K +8,270 +734%
HC
1516
Hoese & Co
Minnesota
$131K
NICM
1517
Neo Ivy Capital Management
New York
$131K +$202K +3,555 New
OC
1518
Oakworth Capital
Alabama
$123K -$55K -966 -32%
FF
1519
FourThought Financial
Florida
$122K -$68.7K -1,206 -37%
ATC
1520
Adirondack Trust Company
New York
$120K -$20.7K -363 -15%
BCM
1521
Blume Capital Management
California
$119K -$14.5K -255 -11%
LAS
1522
Lloyd Advisory Services
Georgia
$119K +$24.7K +434 +28%
TC
1523
Trust Company
Kansas
$117K -$17.1K -300 -13%
AWM
1524
Accel Wealth Management
Iowa
$113K +$114 +2 +0.1%
WR
1525
WD Rutherford
Oregon
$111K -$11.4K -200 -10%

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.