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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
PP
876
Palladium Partners
Virginia
$960K -$18.3K -366 -2%
SW
877
SlateStone Wealth
Florida
$959K +$613K +12,284 +243%
MFP
878
Meridian Financial Partners
Virginia
$958K +$52.4K +1,049 +7%
BEI
879
Benjamin Edwards Inc
Missouri
$957K -$147K -2,949 -15%
JDR
880
Jay D. Rosenbaum
$956K -$2.5K -50 -0.3%
CL
881
Choreo LLC
Illinois
$955K -$45K -901 -5%
CA
882
CSM Advisors
Pennsylvania
$955K +$862K +17,262 New
AC
883
Abbrea Capital
California
$951K +$126K +2,518 +17%
DIP
884
DT Investment Partners
Pennsylvania
$950K -$80.8K -1,619 -9%
MFG
885
MidWestOne Financial Group
Iowa
$949K +$391K +7,837 +84%
KA
886
Kintegral Advisory
New York
$941K
NSAM
887
North Star Asset Management
Wisconsin
$936K -$39.2K -785 -4%
LWAM
888
Legacy Wealth Asset Management
Minnesota
$935K -$27.6K -552 -3%
KPWS
889
Kestra Private Wealth Services
Texas
$931K +$122K +2,437 +17%
KFA
890
Krane Funds Advisors
New York
$931K +$538K +10,782 +178%
B
891
Barings
North Carolina
$928K +$43.2K +865 +5%
BPC
892
Banque Pictet & Cie
Switzerland
$926K +$335K +6,700 +67%
LSA
893
L & S Advisors
California
$924K
IA
894
IFG Advisors
Missouri
$920K
CWM
895
Concentric Wealth Management
California
$917K
FCFC
896
First Citizens Financial Corp
Iowa
$900K -$4.99K -100 -0.6%
SN
897
Sittner & Nelson
Oregon
$894K -$49.5K -991 -6%
WTC
898
WhitTier Trust Company
Nevada
$894K
WP
899
WealthPLAN Partners
Nebraska
$893K +$54.9K +1,100 +8%
DPIM
900
Duff & Phelps Investment Management
Illinois
$892K

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.