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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
AWM
926
Avior Wealth Management
Nebraska
$806K -$12.3K -247 -2%
RIL
927
Rothschild Investment LLC
Illinois
$806K +$160K +3,208 +28%
BP
928
Ballentine Partners
Massachusetts
$798K +$7.84K +157 +1%
MMG
929
Monetary Management Group
Missouri
$795K +$25K +500 +4%
WWM
930
Western Wealth Management
Colorado
$791K +$47.4K +950 +7%
RCA
931
Resonant Capital Advisors
Wisconsin
$785K -$33.7K -675 -5%
DSC
932
Duncker Streett & Co
Missouri
$782K
VFA
933
Valeo Financial Advisors
Indiana
$782K +$345K +6,904 +96%
MIAN
934
Mariner Independent Advisor Network
Kansas
$780K -$31.2K -625 -4%
F
935
F3Logic
Minnesota
$776K -$2.6K -52 -0.4%
GC
936
Gratus Capital
Georgia
$775K -$67.5K -1,352 -9%
BA
937
Bridgewater Advisors
New York
$773K +$648K +12,980 New
DA
938
Detalus Advisors
Missouri
$771K +$7.74K +155 +1%
ANRIA
939
American National Registered Investment Advisor
Texas
$767K -$400 -8 -0.1%
WIA
940
Wealthstreet Investment Advisors
Texas
$765K
WDG
941
Wealth Dimensions Group
Ohio
$763K
RC
942
RegentAtlantic Capital
New Jersey
$761K +$372K +7,454 +118%
MRCM
943
M&R Capital Management
New Jersey
$760K
VCM
944
Vivaldi Capital Management
Illinois
$755K +$175K +3,500 +40%
SWP
945
Stratos Wealth Partners
Ohio
$753K -$20.6K -412 -3%
FB
946
First Bancorp
Maine
$752K +$679K +13,605 New
SM
947
Salzhauer Michael
$746K
IFA
948
Interactive Financial Advisors
Illinois
$745K
BI
949
Berkeley Inc
Idaho
$744K +$14.7K +294 +2%
SIM
950
Sentry Investment Management
Wisconsin
$742K -$3.2M -64,047 -83%

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.