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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
KS
551
Karpas Strategies
Connecticut
$3.09M
WOC
552
West Oak Capital
California
$3.07M -$35.7K -715 -1%
ICP
553
Ironvine Capital Partners
Nebraska
$3.07M -$2.16M -43,338 -44%
SCM
554
Schnieders Capital Management
California
$3.06M +$266K +5,317 +11%
NIM
555
Northeast Investment Management
Massachusetts
$3.05M -$682K -13,649 -20%
TPWA
556
TRUE Private Wealth Advisors
Oregon
$3.04M +$320K +6,401 +13%
SCP
557
Shorepoint Capital Partners
Massachusetts
$3.03M -$529K -10,596 -16%
AAF
558
Andra AP-fonden
Sweden
$3.02M -$285K -5,700 -9%
HFA
559
HC Financial Advisors
California
$3.02M +$62.2K +1,246 +2%
CG
560
Caprock Group
Idaho
$3.02M +$1.75K +35 +0.1%
TAM
561
Tealwood Asset Management
Minnesota
$3.01M +$2.72M +54,401 New
CB
562
Community Bank
New York
$3M +$29.5K +590 +1%
AA
563
Ancora Advisors
Ohio
$2.98M -$46.5K -932 -2%
CAC
564
Core Alternative Capital
Georgia
$2.98M -$2.19M -43,882 -45%
NSEDCP
565
NJ State Employees Deferred Compensation Plan
New Jersey
$2.96M
CCM
566
Coldstream Capital Management
Washington
$2.96M +$69.4K +1,390 +3%
MFM
567
MD Financial Management
Ontario, Canada
$2.95M +$2.67M +53,400 New
BO
568
Bank OZK
Arkansas
$2.95M -$1.25K -25 -0%
AWCI
569
Alpine Woods Capital Investors
New York
$2.93M +$2.65M +53,000 New
LS
570
Livforsakringsbolaget Skandia
Sweden
$2.92M +$255K +5,100 +11%
PL
571
Plancorp LLC
Missouri
$2.9M -$46.5K -931 -2%
BCM
572
Brookmont Capital Management
Texas
$2.89M +$12.3K +246 +0.5%
MLIC
573
Mandatum Life Insurance Company
Finland
$2.88M
RBA
574
Richard Bernstein Advisors
New York
$2.87M
SFS
575
Sowell Financial Services
Arkansas
$2.87M +$339K +6,787 +17%

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.