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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
SC
1526
Sierra Capital
Florida
$74K
PMFA
1527
Plante Moran Financial Advisors
Michigan
$74K +$28.3K +482 +60%
TIM
1528
Tortoise Investment Management
New York
$73K
WB
1529
Webster Bank
Connecticut
$71K -$11.7K -200 -14%
BWA
1530
BDO Wealth Advisors
Florida
$71K
PWM
1531
Prentice Wealth Management
New York
$69K
TSW
1532
Thompson Siegel & Walmsley
Virginia
$68K -$528 -9 -0.7%
LFG
1533
Larson Financial Group
Missouri
$66K
BAM
1534
Bellevue Asset Management
Washington
$64K -$15.1K -258 -19%
CCM
1535
Cribstone Capital Management
Maine
$64K
RG
1536
Retirement Group
California
$64K
SNT
1537
Security National Trust
West Virginia
$62K
WWM
1538
Wolff Wiese Magana
California
$61K +$19.7K +336 +46%
EBSAM
1539
Eubel Brady & Suttman Asset Management
Ohio
$61K +$65.2K +1,111 New
AIC
1540
Archer Investment Corporation
Indiana
$59.2K
RE
1541
RBC Europe
United Kingdom
$58.4K
FGAM
1542
Financial Gravity Asset Management
Texas
$57K -$176 -3 -8%
BWP
1543
Baldwin Wealth Partners
Massachusetts
$57K
CAM
1544
Costello Asset Management
Pennsylvania
$57K
FMTCOCP
1545
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K
AA
1546
Addison Advisors
Vermont
$57K +$58.7K +1,000 New
PCFFS
1547
Pacific Center for Financial Services
California
$56K
APC
1548
Aspire Private Capital
North Carolina
$55K -$66.7K -1,137 -54%
FA
1549
Financial Avengers
California
$52K +$411 +7 +0.8%
TAM
1550
Tucker Asset Management
Colorado
$51.3K +$3.64K +62 +7%

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.