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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
HCM
1601
Horrell Capital Management
Arkansas
$17K
LS
1602
Leelyn Smith
Illinois
$17K
RIM
1603
Rockbridge Investment Management
New York
$17K
IWP
1604
IAG Wealth Partners
Wisconsin
$17K +$1.94K +33 +13%
TLFA
1605
True Link Financial Advisors
California
$17K +$2.58K +44 +18%
CC
1606
Corsicana & Co
Texas
$17K +$17.2K +294 New
HF
1607
Halpern Financial
Virginia
$15.6K
JMF
1608
Johnson Midwest Financial
Iowa
$15K +$117 +2 +0.8%
BBHC
1609
Brown Brothers Harriman & Co
New York
$14.3K -$891K -15,191 -6%
APW
1610
Acima Private Wealth
Virginia
$14K
PSIWM
1611
Paradigm Strategies in Wealth Management
Minnesota
$14K
CWM
1612
Cranbrook Wealth Management
Michigan
$13K
IF
1613
Ironwood Financial
Arizona
$13K
SFPG
1614
Stonebridge Financial Planning Group
Florida
$12K -$5.87K -100 -33%
HWA
1615
HHM Wealth Advisors
Tennessee
$12K
RA
1616
Resolute Advisors
California
$12K
BHWM
1617
Bay Harbor Wealth Management
Maryland
$11K -$15.8K -270 -58%
BCPWM
1618
Bradley & Co Private Wealth Management
Florida
$11K
KTC
1619
Kistler-Tiffany Companies
Pennsylvania
$11K
Loomis, Sayles & Company
1620
Loomis, Sayles & Company
Massachusetts
$11K
WAS
1621
Winch Advisory Services
Wisconsin
$11K
CAM
1622
ClariVest Asset Management
California
$11K +$880 +15 +9%
BBL
1623
Beck Bode LLC
Massachusetts
$11K +$11.7K +200 New
SWM
1624
Selective Wealth Management
Virginia
$11K +$11.7K +200 New
MAM
1625
McCarthy Asset Management
California
$10K -$9.62K -164 -50%

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.