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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
CC
1626
Corsicana & Co
Texas
$17K
IWP
1627
IAG Wealth Partners
Wisconsin
$17K
TLFA
1628
True Link Financial Advisors
California
$17K
TF
1629
Tompkins Financial
New York
$16K +$15.4K +271 New
WB
1630
Webster Bank
Connecticut
$15K -$56.9K -1,000 -80%
APW
1631
Acima Private Wealth
Virginia
$15K
JMF
1632
Johnson Midwest Financial
Iowa
$15K +$114 +2 +0.8%
BBHC
1633
Brown Brothers Harriman & Co
New York
$14.9K -$42.6K -748 -0.3%
CWM
1634
Cranbrook Wealth Management
Michigan
$14K
IF
1635
Ironwood Financial
Arizona
$14K
RA
1636
Resolute Advisors
California
$13K
TFM
1637
TFC Financial Management
Massachusetts
$13K +$9.45K +166 +272%
BCPWM
1638
Bradley & Co Private Wealth Management
Florida
$12K
HWA
1639
HHM Wealth Advisors
Tennessee
$12K
KTC
1640
Kistler-Tiffany Companies
Pennsylvania
$12K
SWM
1641
Selective Wealth Management
Virginia
$12K
SFPG
1642
Stonebridge Financial Planning Group
Florida
$12K
FMTCOCP
1643
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K -$46.5K -816 -81%
CAM
1644
ClariVest Asset Management
California
$11K
WAS
1645
Winch Advisory Services
Wisconsin
$11K +$57 +1 +0.5%
MAM
1646
McCarthy Asset Management
California
$10K
CI Investments Inc
1647
CI Investments Inc
Ontario, Canada
$10K +$9.34K +164 New
PCH
1648
Polar Capital Holdings
United Kingdom
$9.29K -$611K -10,725 -6%
EIM
1649
Essex Investment Management
Massachusetts
$9K
PPWM
1650
PFG Private Wealth Management
Florida
$8K +$7.46K +131 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.