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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
FHB
651
First Hawaiian Bank
Hawaii
$2.32M +$41.7K +836 +2%
APP
652
Avantax Planning Partners
Iowa
$2.31M +$470K +9,416 +29%
TI
653
Truepoint Inc
Ohio
$2.27M
CIM
654
Cambria Investment Management
California
$2.27M +$1.45M +29,026 +243%
FMC
655
First Merchants Corp
Indiana
$2.27M +$14.8K +296 +0.7%
IWP
656
Icon Wealth Partners
Texas
$2.26M +$213K +4,273 +12%
1SB
657
1ST Source Bank
Indiana
$2.26M -$111K -2,226 -5%
HKIM
658
Hayek Kallen Investment Management
Alabama
$2.25M +$3.1K +62 +0.2%
SIA
659
Sit Investment Associates
Minnesota
$2.24M -$62.4K -1,250 -3%
SCM
660
Shelton Capital Management
Colorado
$2.23M +$999K +20,001 +99%
LC
661
LCNB Corp
Ohio
$2.22M +$25K +500 +1%
MIS
662
Morningstar Investment Services
Illinois
$2.22M -$75.5K -1,511 -4%
RIM
663
Redpoint Investment Management
Australia
$2.21M +$110K +2,193 +6%
DCM
664
Delta Capital Management
New Jersey
$2.2M +$2.5K +50 +0.1%
SFA
665
Sequoia Financial Advisors
Ohio
$2.2M +$1.55M +30,983 +356%
BMM
666
Buffington Mohr McNeal
Idaho
$2.18M -$27.2K -545 -1%
FMWA
667
Forvis Mazars Wealth Advisors
Missouri
$2.18M -$246K -4,936 -11%
CFD
668
Creative Financial Designs
Indiana
$2.17M +$59.7K +1,196 +3%
AF
669
Advisornet Financial
Minnesota
$2.17M -$49.8K -998 -2%
MME
670
Meag Munich Ergo
Germany
$2.15M +$1.41M +28,152 +262%
EI
671
Ethic Inc
New York
$2.13M +$733K +14,679 +62%
NA
672
NewEdge Advisors
Louisiana
$2.12M +$277K +5,542 +17%
WS
673
Wedbush Securities
California
$2.12M +$392K +7,854 +26%
CNAM
674
Campbell Newman Asset Management
Wisconsin
$2.12M -$70.1K -1,403 -4%
IMOV
675
Investment Management of Virginia
Virginia
$2.11M +$16.7K +335 +0.9%

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.