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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
M
901
Mirova
France
$891K +$141K +2,814 +21%
SWM
902
Spire Wealth Management
Virginia
$891K +$803K +16,086 New
OPWM
903
Oxinas Partners Wealth Management
Indiana
$890K +$350 +7 +0%
STC
904
Sarah T. Connolly
$889K -$5.59K -112 -0.7%
WT
905
Whittier Trust
California
$881K +$40.8K +816 +5%
CISOA
906
Capital Investment Services of America
Wisconsin
$878K -$64.9K -1,300 -8%
QCG
907
Quadrant Capital Group
Ohio
$874K +$13.6K +272 +2%
PWP
908
Principle Wealth Partners
Connecticut
$868K +$49.9K +1,000 +7%
SIM
909
Stratos Investment Management
Ohio
$864K -$239K -4,791 -23%
RIG
910
Ramiah Investment Group
Wisconsin
$862K +$180K +3,608 +30%
LJAC
911
L.J. Altfest & Co
New York
$859K
FBC
912
Fairfield, Bush & Co
Connecticut
$858K -$96.1K -1,925 -11%
ARMC
913
American Research & Management Company
Massachusetts
$858K -$35K -700 -4%
AC
914
Addison Capital
Pennsylvania
$854K
SWA
915
Stratos Wealth Advisors
Ohio
$854K +$289K +5,796 +60%
PCM
916
Poehling Capital Management
Wisconsin
$853K -$3K -60 -0.4%
PAIM
917
Punch & Associates Investment Management
Minnesota
$853K
Credit Agricole
918
Credit Agricole
France
$853K +$105K +2,099 +16%
V
919
VeraBank
Texas
$850K
MLL
920
Moody Lynn & Lieberson
Massachusetts
$847K +$33.6K +672 +5%
VCM
921
Virtue Capital Management
Tennessee
$833K -$407K -8,150 -35%
I
922
INVST
Indiana
$831K -$176K -3,516 -20%
BWAM
923
Boyd Watterson Asset Management
Ohio
$830K
JMFC
924
J.M. Forbes & Co
Massachusetts
$820K -$899 -18 -0.1%
RCIM
925
Red Cedar Investment Management
Michigan
$820K +$740K +14,820 New

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.