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US Bancorp

1,628 hedge funds and large institutions have $62.1B invested in US Bancorp in 2021 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 656 increasing their positions, 568 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 107

19% more call options, than puts

Call options by funds: $381M | Put options by funds: $320M

19% more capital invested

Capital invested by funds: $52.4B → $62.1B (+$9.73B)

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

15% more repeat investments, than reductions

Existing positions increased: 656 | Existing positions reduced: 568

3% more funds holding

Funds holding: 1,5821,628 (+46)

0.33% more ownership

Funds ownership: 74.55%74.88% (+0.33%)

Holders
1,628
Holders Change
+46
Holders Change %
+2.91%
% of All Funds
28.59%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
165
Increased
656
Reduced
568
Closed
107
Calls
$381M
Puts
$320M
Net Calls
+$61M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
501
Opus Investment Management
Massachusetts
$4M +$519K +10,400 +17%
IA
502
Icon Advisers
Colorado
$3.97M +$2.94M +58,900 +460%
NCM
503
Nelson Capital Management
California
$3.96M -$377K -7,545 -10%
YIA
504
YHB Investment Advisors
Connecticut
$3.94M +$109K +2,191 +3%
PGA
505
Portland Global Advisors
Maine
$3.94M -$4.99K -100 -0.1%
SCM
506
Symons Capital Management
Pennsylvania
$3.93M -$472K -9,461 -12%
EW
507
Evoke Wealth
California
$3.92M +$3.38M +67,589 +2,388%
IFAM
508
Institutional & Family Asset Management
Colorado
$3.91M -$86.5K -1,733 -2%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$3.9M -$50.3K -1,007 -1%
LG
510
LaFleur & Godfrey
Michigan
$3.88M +$1.21M +24,204 +53%
UCFA
511
United Capital Financial Advisors
Texas
$3.86M +$31K +621 +0.9%
HSA
512
HBK Sorce Advisory
Pennsylvania
$3.85M +$332K +6,658 +11%
Daiwa Securities Group
513
Daiwa Securities Group
Japan
$3.84M +$33.5K +670 +1%
CA
514
Cetera Advisors
Colorado
$3.83M -$690K -13,812 -17%
Fisher Asset Management
515
Fisher Asset Management
Washington
$3.8M -$34.1K -683 -1%
IEFM
516
IQ EQ Fund Management
Ireland
$3.79M +$47.2K +946 +1%
QI
517
QS Investors
New York
$3.79M +$1.73M +34,555 +102%
ECM
518
Estabrook Capital Management
New York
$3.78M -$10.7K -215 -0.3%
Dodge & Cox
519
Dodge & Cox
California
$3.77M -$715K -14,311 -17%
ICG
520
InterOcean Capital Group
Tennessee
$3.76M -$624K -12,492 -16%
CTC
521
Central Trust Company
Missouri
$3.75M -$21.9K -439 -0.6%
BWM
522
BerganKDV Wealth Management
Minnesota
$3.73M -$24.6K -492 -0.7%
FC
523
Fusion Capital
South Carolina
$3.71M +$220K +4,400 +7%
AWS
524
Arkfeld Wealth Strategies
Nebraska
$3.7M -$56.2K -1,125 -2%
FNBT
525
FineMark National Bank & Trust
Florida
$3.64M -$81.9K -1,641 -2%

USB Hedge Fund Activity: Q1 2021 in Review

1,628 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2021, worth a combined $62.1B — up 19% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new USB positions and 107 closed out — a net gain of 58 holders — while 656 added to existing stakes and 568 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $637M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $787M sold.

  • 1,628 institutional investors held US Bancorp (USB) as of Q1 2021, up from 1,582 in Q4 2020.
  • Funds reported $62.1B of US Bancorp stock for Q1 2021, up 19% quarter-over-quarter.
  • 165 funds opened new US Bancorp positions in Q1 2021 and 107 closed out, a net change of +58 holders.
  • The largest US Bancorp buyer in Q1 2021 was JP Morgan Chase, an estimated $637M added.
  • The largest US Bancorp seller in Q1 2021 was D1 Capital Partners, an estimated $787M sold.

Based on aggregated 13F filings for Q1 2021.