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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
APWA
1626
Atlas Private Wealth Advisors
New Jersey
$10K +$6.34K +108 +174%
MCM
1627
MV Capital Management
Maryland
$10K +$8.68K +148 +477%
PCH
1628
Polar Capital Holdings
United Kingdom
$9.52K +$2.28M +38,943 +30%
EIM
1629
Essex Investment Management
Massachusetts
$9K
SWM
1630
Sugarloaf Wealth Management
Georgia
$8K +$8.51K +145 New
IRAG
1631
Investment Research & Advisory Group
Georgia
$8K +$8.68K +148 New
CA
1632
Crewe Advisors
Utah
$7K
RCM
1633
Regency Capital Management
Hawaii
$7K +$5.92K +101 +505%
WQ
1634
Wealth Quarterback
New Jersey
$7K +$6.22K +106 New
CWM
1635
Cedar Wealth Management
California
$6K
PFA
1636
Professional Financial Advisors
Nebraska
$6K
TJHA
1637
Thomas J. Herzfeld Advisors
Florida
$6K
WWMSC
1638
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$59 +1 +0.9%
FFG
1639
Ford Financial Group
California
$6K +$6.69K +114 New
Walleye Capital
1640
Walleye Capital
New York
$5.83K +$1.89M +32,154 +46%
NFSG
1641
Newbridge Financial Services Group
Florida
$5K -$2.35K -40 -31%
GWSG
1642
GPS Wealth Strategies Group
Colorado
$5K
PWA
1643
Phoenix Wealth Advisors
North Carolina
$5K
TCWA
1644
Ten Capital Wealth Advisors
Washington
$5K +$5.63K +96 New
MGIM
1645
M&G Investment Management
United Kingdom
$3.35K +$3.17M +54,079 +1,147%
EWA
1646
Evolution Wealth Advisors
Florida
$3K
GTAM
1647
Global Trust Asset Management
Florida
$3K
TFM
1648
TFC Financial Management
Massachusetts
$3K
TFGT
1649
TS Financial Group (TSFG)
Illinois
$3K +$1.47K +25 +86%
Q
1650
QVR
California
$3K +$2.7K +46 New

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.