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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
BAM
1551
Bellevue Asset Management
Washington
$68K
LFG
1552
Larson Financial Group
Missouri
$68K
CCM
1553
Cribstone Capital Management
Maine
$67K
UFF
1554
USA Financial Formulas
Michigan
$64K +$10.8K +190 +21%
SNT
1555
Security National Trust
West Virginia
$62K
TAM
1556
Tucker Asset Management
Colorado
$61.8K +$6.95K +122 +14%
AIC
1557
Archer Investment Corporation
Indiana
$61.8K
BWP
1558
Baldwin Wealth Partners
Massachusetts
$60K
AA
1559
Addison Advisors
Vermont
$60K +$683 +12 +1%
EBA
1560
Eagle Bay Advisors
New York
$60K +$33.2K +583 +136%
CAM
1561
Costello Asset Management
Pennsylvania
$59K
FGAM
1562
Financial Gravity Asset Management
Texas
$59K
PCFFS
1563
Pacific Center for Financial Services
California
$59K
WWM
1564
Wolff Wiese Magana
California
$57K -$6.32K -111 -10%
FA
1565
Financial Avengers
California
$55K +$399 +7 +0.8%
GWS
1566
Glassman Wealth Services
Virginia
$55K +$5.52K +97 +12%
SMG
1567
Spectrum Management Group
Indiana
$53K
CCM
1568
Carderock Capital Management
Maryland
$53K +$51.2K +900 New
FRA
1569
Front Row Advisors
California
$52K
MHR
1570
Matthew Hamilton Rosenberg
$52K
PWMG
1571
Prestige Wealth Management Group
New Jersey
$51K +$11.4K +200 +30%
APC
1572
Aspire Private Capital
North Carolina
$50K -$7.17K -126 -13%
CCC
1573
Crescent Capital Consulting
Louisiana
$50K
HWMA
1574
Heritage Wealth Management (Arizona)
Arizona
$48K
MSFP
1575
Mark Sheptoff Financial Planning
Connecticut
$48K

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.