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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
NRS
826
Neville Rodie & Shaw
New York
$1.17M -$148K -2,968 -12%
MPM
827
Meritage Portfolio Management
Kansas
$1.16M
RMC
828
Resources Management Corp
Connecticut
$1.16M
WAP
829
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$5.39K +108 +0.5%
BPB
830
Badgley, Phelps & Bell
Washington
$1.15M -$37.5K -750 -3%
HWM
831
HighMark Wealth Management
Minnesota
$1.15M +$2.2K +44 +0.2%
EWA
832
Exencial Wealth Advisors
Oklahoma
$1.15M -$6.2M -124,145 -86%
MA
833
Montag & Associates
Georgia
$1.15M +$120K +2,404 +13%
MGIA
834
Moneta Group Investment Advisors
Missouri
$1.13M +$372K +7,456 +57%
DDC
835
DF Dent & Co
Maryland
$1.13M -$200K -4,000 -16%
FMT
836
First Mercantile Trust
Tennessee
$1.13M -$130K -2,603 -11%
CPIA
837
Cornell Pochily Investment Advisors
New York
$1.13M +$3.75K +75 +0.4%
MMPW
838
Mitchell McLeod Pugh & Williams
Alabama
$1.12M +$19.9K +398 +2%
BBNA
839
Bremer Bank National Association
Minnesota
$1.12M -$80.4K -1,610 -7%
CPO
840
Cerity Partners OCIO
New York
$1.12M -$2.81M -56,210 -74%
CFG
841
Citizens Financial Group
Rhode Island
$1.1M -$5.24K -105 -0.5%
PHS
842
Pekin Hardy Strauss
Illinois
$1.1M -$40.2K -805 -4%
ET
843
Equitable Trust
Tennessee
$1.1M +$120K +2,398 +14%
SPC
844
Sigma Planning Corp
Michigan
$1.09M +$34.7K +695 +4%
SF
845
Synovus Financial
Georgia
$1.09M +$70.9K +1,419 +8%
SSG
846
Summit Securities Group
New York
$1.08M +$979K +19,600 New
OIA
847
OneDigital Investment Advisors
Kansas
$1.08M -$35.1K -703 -3%
NL
848
NVWM LLC
Pennsylvania
$1.08M +$977K +19,558 New
FTDI
849
First Trust Direct Indexing
Massachusetts
$1.08M +$41.6K +833 +4%
WANY
850
Wealthspire Advisors (New York)
New York
$1.07M +$167K +3,336 +21%

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.