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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
SC
1601
Solstein Capital
California
$31K -$6.09K -107 -17%
GFPC
1602
Global Financial Private Client
Florida
$31K
RFWA
1603
RPg Family Wealth Advisory
Massachusetts
$30.7K
OCM
1604
Orion Capital Management
California
$30K
TVWM
1605
Tower View Wealth Management
Wisconsin
$30K +$28.5K +500 New
ONST
1606
Old North State Trust
North Carolina
$29K
SIC
1607
Salem Investment Counselors
North Carolina
$28K
YAL
1608
Your Advocates Ltd
Texas
$28K
PSB
1609
Piscataqua Savings Bank
New Hampshire
$26K
PCM
1610
Penserra Capital Management
California
$26K +$5.87K +103 +31%
ETI
1611
Enterprise Trust & Investment
California
$25K
CT
1612
Clearstead Trust
Maine
$24K +$22.7K +399 New
CDIA
1613
Capital Directions Investment Advisors
Georgia
$22K +$20.7K +363 New
PA
1614
PSI Advisors
Florida
$22K +$21.2K +373 New
HCP
1615
Hexagon Capital Partners
Arkansas
$21K
AWMS
1616
Advocacy Wealth Management Services
Georgia
$20K
AFG
1617
Albion Financial Group
Utah
$20K
FMP
1618
Financial Management Professionals
Texas
$20K
HWM
1619
Holloway Wealth Management
Florida
$19K
BMD
1620
Better Money Decisions
New Mexico
$19K +$114 +2 +0.6%
MCM
1621
MV Capital Management
Maryland
$19K +$7.63K +134 +75%
CAL
1622
Capital Advisors Ltd
Ohio
$18K
LS
1623
Leelyn Smith
Illinois
$18K
RIM
1624
Rockbridge Investment Management
New York
$18K
TCWM
1625
Total Clarity Wealth Management
Illinois
$18K +$17.1K +300 New

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.