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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
SIS
1576
Sound Income Strategies
Florida
$34K -$2K -34 -5%
BWM
1577
Baystate Wealth Management
Massachusetts
$32K +$26.8K +457 +466%
AIM
1578
Arcadia Investment Management
Michigan
$31K
Nisa Investment Advisors
1579
Nisa Investment Advisors
Missouri
$30.2K +$719K +12,255 +2%
AIG
1580
American International Group
New York
$29.6K -$825K -14,065 -3%
RFWA
1581
RPg Family Wealth Advisory
Massachusetts
$29.4K +$30.1K +513 New
GFPC
1582
Global Financial Private Client
Florida
$29.4K
ONST
1583
Old North State Trust
North Carolina
$28K
OCM
1584
Orion Capital Management
California
$28K
SIC
1585
Salem Investment Counselors
North Carolina
$27K
EBA
1586
Eagle Bay Advisors
New York
$27K +$25.1K +428 New
SL
1587
Savior LLC
Massachusetts
$26K -$19.4K -331 -42%
YAL
1588
Your Advocates Ltd
Texas
$26K
PSB
1589
Piscataqua Savings Bank
New Hampshire
$25K
ETI
1590
Enterprise Trust & Investment
California
$24K
CP
1591
Castleview Partners
Texas
$23K +$23.5K +400 New
EWM
1592
Elmwood Wealth Management
California
$22K +$704 +12 +3%
HCP
1593
Hexagon Capital Partners
Arkansas
$20K
AWMS
1594
Advocacy Wealth Management Services
Georgia
$19K -$6.92K -118 -26%
FMP
1595
Financial Management Professionals
Texas
$19K +$2.58K +44 +15%
AFG
1596
Albion Financial Group
Utah
$19K +$19.5K +333 New
PCM
1597
Penserra Capital Management
California
$19K +$19.7K +335 New
HWM
1598
Holloway Wealth Management
Florida
$18K
BMD
1599
Better Money Decisions
New Mexico
$18K +$117 +2 +0.6%
CAL
1600
Capital Advisors Ltd
Ohio
$17K

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.