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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
BAM
951
Berkshire Asset Management
Pennsylvania
$738K -$50.4K -1,010 -7%
HTC
952
Haverford Trust Company
Pennsylvania
$738K -$35.9K -718 -5%
CST
953
Charles Schwab Trust
Nevada
$735K +$166K +3,325 +34%
SACTSONJ
954
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$734K
RA
955
RFG Advisory
Alabama
$733K +$399K +7,988 +152%
WSTAM
956
Wilbanks Smith & Thomas Asset Management
Virginia
$731K -$27.3K -546 -4%
PIM
957
Penobscot Investment Management
Massachusetts
$731K -$15K -300 -2%
RG
958
Rikoon Group
New Mexico
$724K +$13.9K +278 +2%
GIA
959
Gladstone Institutional Advisory
Florida
$723K +$653K +13,079 New
Aristotle Capital Management
960
Aristotle Capital Management
California
$719K
PFO
961
Pathstone Family Office
New Jersey
$719K +$168K +3,371 +35%
IP
962
Isthmus Partners
Wisconsin
$718K
PVH
963
Psagot Value Holdings
Israel
$711K -$508K -10,175 -44%
VCM
964
Vision Capital Management
Oregon
$710K -$18.1K -362 -3%
QP
965
Quilter Plc
United Kingdom
$709K +$250K +4,998 +64%
MAA
966
Mraz Amerine & Associates
California
$708K
JAG
967
Journey Advisory Group
Kentucky
$704K -$1.79M -35,784 -74%
Jones Financial Companies
968
Jones Financial Companies
Missouri
$701K +$37.7K +755 +6%
CPIG
969
Chicago Partners Investment Group
Illinois
$694K +$12.9K +258 +2%
PA
970
Pinnacle Associates
New York
$692K
FSCM
971
Front Street Capital Management
Montana
$690K -$10.2K -204 -2%
JCM
972
Jag Capital Management
Missouri
$690K +$4.94K +99 +0.8%
SP
973
Symmetry Partners
Connecticut
$688K -$48.8K -977 -7%
CT
974
Coastline Trust
Rhode Island
$684K +$2.75K +55 +0.4%
GRP
975
Global Retirement Partners
California
$684K +$43.6K +874 +8%

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.