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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
EWA
801
EP Wealth Advisors
California
$1.33M +$174K +3,493 +17%
LIM
802
Leavell Investment Management
Alabama
$1.32M -$131K -2,619 -10%
ZB
803
Zions Bancorporation
Utah
$1.31M +$1.1M +21,947 +1,267%
CNC
804
Canandaigua National Corp
New York
$1.31M +$31.6K +632 +3%
SAM
805
SignalPoint Asset Management
Missouri
$1.3M +$14.8K +297 +1%
NHC
806
Nicholas Hoffman & Company
Georgia
$1.3M +$85.8K +1,719 +8%
BCM
807
Boltwood Capital Management
California
$1.28M
GC
808
Grimes & Company
Massachusetts
$1.28M +$2.5K +50 +0.2%
MA
809
Mutual Advisors
Nebraska
$1.27M +$90K +1,803 +9%
IAA
810
Independent Advisor Alliance
North Carolina
$1.26M -$41.3K -828 -4%
RWM
811
RKL Wealth Management
Pennsylvania
$1.25M +$6.39K +128 +0.6%
AAS
812
Annex Advisory Services
Wisconsin
$1.25M +$18.6K +373 +2%
PK
813
Pflug Koory
Nebraska
$1.24M -$80.4K -1,609 -7%
VA
814
Valmark Advisers
Ohio
$1.23M +$63.4K +1,269 +6%
SSI
815
Scott & Selber Inc
Texas
$1.23M +$1.11M +22,223 New
JWM
816
JGP Wealth Management
Oregon
$1.22M
FB
817
Fulton Bank
Pennsylvania
$1.22M +$875K +17,516 +382%
AFA
818
Abacus FCF Advisors
Florida
$1.22M +$1.08M +21,719 New
CSM
819
CAMG Solamere Management
North Carolina
$1.22M -$118K -2,355 -10%
JWCA
820
J.W. Coons Advisors
Ohio
$1.21M
IRC
821
Investors Research Corp
Georgia
$1.2M -$23.7K -475 -2%
QCIG
822
Quad-Cities Investment Group
Iowa
$1.19M +$549 +11 +0.1%
CP
823
Covenant Partners
Tennessee
$1.18M +$1.07M +21,381 New
TH
824
TCTC Holdings
Texas
$1.18M
MPPW
825
Mitchell & Pahl Private Wealth
Oklahoma
$1.17M +$101K +2,031 +11%

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.