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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
IPW
526
Inlet Private Wealth
Florida
$3.63M +$514K +10,300 +19%
X
527
Xponance
Pennsylvania
$3.62M +$294K +5,884 +10%
PAG
528
Private Advisor Group
New Jersey
$3.52M +$232K +4,646 +8%
SSWM
529
Smith Salley Wealth Management
North Carolina
$3.48M +$82.6K +1,654 +3%
VC
530
Vicus Capital
Pennsylvania
$3.47M +$4.34K +87 +0.1%
AI
531
Accredited Investors
Minnesota
$3.44M +$268K +5,368 +9%
NMIMC
532
Northwestern Mutual Investment Management Company
Wisconsin
$3.43M -$662K -13,263 -18%
RWA
533
River Wealth Advisors
Pennsylvania
$3.42M +$104K +2,077 +3%
TAIM
534
Te Ahumairangi Investment Management
New Zealand
$3.42M +$497K +9,949 +19%
SL
535
Summitry LLC
California
$3.41M +$225K +4,497 +8%
LCM
536
Liberty Capital Management
Michigan
$3.39M +$50.7K +1,016 +2%
AIM
537
Achmea Investment Management
Netherlands
$3.37M
PCM
538
Parsons Capital Management
Rhode Island
$3.37M -$19.9K -398 -0.6%
CCT
539
Capital City Trust
Florida
$3.37M +$203K +4,071 +7%
EWM
540
Evercore Wealth Management
New York
$3.34M -$939K -18,801 -24%
PAS
541
Park Avenue Securities
New York
$3.33M +$2.32M +46,532 +338%
Cerity Partners
542
Cerity Partners
New York
$3.31M +$180K +3,603 +6%
TWM
543
Tradition Wealth Management
Minnesota
$3.3M +$48.2K +965 +2%
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.27M +$732K +14,649 +33%
KWM
545
Kingsview Wealth Management
Oregon
$3.26M +$108K +2,165 +4%
FPB
546
First PREMIER Bank
South Dakota
$3.23M -$29.4K -589 -1%
6M
547
6 Meridian
Kansas
$3.22M +$2.91M +58,244 New
AIP
548
Ameritas Investment Partners
Nebraska
$3.19M -$31.9K -638 -1%
HI
549
Harbour Investments
Wisconsin
$3.13M +$2.83M +56,621 New
FMW
550
Farr Miller & Washington
District of Columbia
$3.09M +$149K +2,983 +6%

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.