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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
O
701
Ossiam
France
$1.88M +$384K +7,698 +29%
TW
702
Transform Wealth
Colorado
$1.88M +$389K +7,790 +30%
Capital Fund Management (CFM)
703
Capital Fund Management (CFM)
France
$1.86M -$2.16M -43,175 -56%
RL
704
Ruffer LLP
United Kingdom
$1.86M +$533K +10,670 +46%
MCM
705
MAI Capital Management
Ohio
$1.85M +$217K +4,345 +15%
LDB
706
Lee, Danner & Bass
Tennessee
$1.84M +$360K +7,200 +28%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$1.84M -$180K -3,602 -10%
PPW
708
Parcion Private Wealth
Washington
$1.84M -$55.4K -1,110 -3%
PAM
709
Panagora Asset Management
Massachusetts
$1.83M +$117K +2,343 +8%
CHP
710
Cable Hill Partners
Oregon
$1.82M -$27.2K -545 -2%
BPA
711
Beacon Pointe Advisors
California
$1.8M +$177K +3,535 +12%
LIM
712
Longfellow Investment Management
Massachusetts
$1.8M +$272K +5,437 +20%
PTC
713
Private Trust Company
Ohio
$1.79M +$131K +2,619 +9%
LF
714
Lantz Financial
Illinois
$1.77M +$42.1K +844 +3%
BMO
715
Beck Mack & Oliver
New York
$1.77M -$238K -4,775 -13%
AP
716
Atwood & Palmer
Missouri
$1.77M -$22.5K -450 -1%
KIC
717
Kensington Investment Counsel
California
$1.77M +$186K +3,727 +13%
MCIA
718
Mountain Capital Investment Advisors
Colorado
$1.75M +$303K +6,072 +24%
MCWS
719
McKinley Carter Wealth Services
West Virginia
$1.75M +$123K +2,463 +8%
BFA
720
Bragg Financial Advisors
North Carolina
$1.75M -$151K -3,018 -9%
TSWM
721
Triangle Securities Wealth Management
North Carolina
$1.75M -$400 -8 -0%
ST
722
Somerset Trust
Pennsylvania
$1.73M +$9.04K +181 +0.6%
FLPIM
723
F.L. Putnam Investment Management
Massachusetts
$1.73M -$8.29K -166 -0.5%
Wellington Management Group
724
Wellington Management Group
Massachusetts
$1.73M +$1.56M +31,313 New
BCP
725
Blackhawk Capital Partners
Wisconsin
$1.73M -$77K -1,542 -4%

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.