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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
SWM
1701
Soundmark Wealth Management
Washington
-$201K -3,635 Closed
GF
1702
Gries Financial
Ohio
-$201K -3,294 Closed
BC
1703
Barnett & Company
Tennessee
-$167K -3,019 Closed
BAMG
1704
Brand Asset Management Group
Missouri
-$150K -2,710 Closed
DWP
1705
Destiny Wealth Partners
Florida
-$82K -1,486 Closed
MC
1706
Maverick Capital
Texas
-$70K -1,271 Closed
ADIM
1707
Alpha DNA Investment Management
Maryland
-$51K -938 Closed
GSAM
1708
Grant Street Asset Management
Pennsylvania
-$49K -881 Closed
VBCG
1709
Valley Brook Capital Group
Pennsylvania
-$47K -856 Closed
SLF
1710
Sun Life Financial
Ontario, Canada
-$44K -803 Closed
MWM
1711
Mascoma Wealth Management
New Hampshire
-$44K -791 Closed
ACM
1712
Allred Capital Management
Texas
-$37.8K -683 Closed
MF
1713
Manchester Financial
California
-$37K -663 Closed
GIA
1714
Goodwin Investment Advisory
Georgia
-$29K -519 Closed
TC
1715
Truvestments Capital
Florida
-$23K -407 Closed
MWP
1716
Meridian Wealth Partners
Pennsylvania
-$21K -387 Closed
SC
1717
Sawyer & Company
Massachusetts
-$21K -375 Closed
TCWM
1718
Total Clarity Wealth Management
Illinois
-$17K -300 Closed
WCM
1719
Wealthcare Capital Management
Virginia
-$10K -173 Closed
CAC
1720
Certified Advisory Corp
Florida
-$9K -171 Closed
TF
1721
TimeScale Financial
Massachusetts
-$8K -148 Closed
WCMN
1722
Westchester Capital Management (Nebraska)
Nebraska
-$8K -143 Closed
GAM
1723
Grandview Asset Management
Pennsylvania
-$2K -39 Closed
CQS
1724
Credential Qtrade Securities
-$884 -16 Closed

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.