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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
IFWM
1026
Institute for Wealth Management
Colorado
$590K -$999 -20 -0.2%
JCIA
1027
Jackson Creek Investment Advisors
Colorado
$587K -$465K -9,302 -47%
EDRIA
1028
Edmonds Duncan Registered Investment Advisors
Kansas
$586K
SCA
1029
Sage Capital Advisors
South Dakota
$584K
AIC
1030
Ameritas Investment Company
Nebraska
$582K +$526K +10,528 New
AIM
1031
Acropolis Investment Management
Missouri
$582K -$20K -400 -4%
CIA
1032
Choate Investment Advisors
Massachusetts
$580K -$59.4K -1,190 -10%
LWAC
1033
Laurel Wealth Advisors (California)
California
$579K -$35.8K -717 -6%
4WM
1034
44 Wealth Management
Oregon
$578K -$607K -12,150 -54%
TMAM
1035
Tokio Marine Asset Management
Japan
$578K +$96K +1,922 +23%
IMA
1036
Investment Management Associates
Colorado
$573K
NQWM
1037
Northwest Quadrant Wealth Management
Oregon
$571K +$45.8K +918 +10%
KCPG
1038
Kavar Capital Partners Group
Kansas
$570K +$7.49K +150 +1%
RFN
1039
RDA Financial Network
Iowa
$569K -$11.6K -233 -2%
DWM
1040
Defined Wealth Management
Oregon
$569K
PC
1041
Port Capital
Illinois
$566K -$235K -4,700 -31%
EH
1042
Employers Holdings
Nevada
$564K
DBT
1043
Dubuque Bank & Trust
Iowa
$563K -$428K -8,565 -46%
ICM
1044
Islay Capital Management
Texas
$563K +$508K +10,182 New
AB
1045
Atlas Brown
Kentucky
$559K +$300 +6 +0.1%
DAS
1046
Dynamic Advisor Solutions
Arizona
$556K -$47.9K -959 -9%
JCM
1047
Jacobi Capital Management
Pennsylvania
$555K -$19.6K -392 -4%
RHBC
1048
R.H. Bluestein & Co
Michigan
$553K +$499K +9,990 New
HPCM
1049
Hunter Perkins Capital Management
Illinois
$553K +$499K +10,000 New
CT
1050
Caldwell Trust
Florida
$552K -$66.5K -1,332 -12%

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.