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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
HI
1101
Human Investing
Oregon
$480K -$7.49K -150 -2%
MW
1102
Marcum Wealth
Ohio
$480K +$434K +8,687 New
RP
1103
Riverbridge Partners
Minnesota
$478K +$150 +3 +0%
DAM
1104
Delta Asset Management
Tennessee
$476K
GCA
1105
Greenwood Capital Associates
South Carolina
$476K +$430K +8,611 New
PCG
1106
Private Capital Group
Connecticut
$474K -$139K -2,782 -25%
VIA
1107
Vident Investment Advisory
Georgia
$471K -$5.89K -118 -1%
FNB
1108
Farmers National Bank
Kentucky
$471K -$31.5K -631 -7%
TCOT
1109
Trust Company of Toledo
Ohio
$470K -$100 -2 -0%
CAM
1110
CenterStar Asset Management
Illinois
$470K
MWM
1111
Meridian Wealth Management
Kentucky
$470K +$4.84K +97 +1%
MCM
1112
Manchester Capital Management
Vermont
$470K +$214K +4,287 +102%
MWM
1113
Mission Wealth Management
California
$467K -$6.89K -138 -2%
SPC
1114
Stewart & Patten Company
California
$462K -$30K -600 -7%
WDC
1115
Woodward Diversified Capital
California
$462K -$17.9K -359 -4%
BFG
1116
Beacon Financial Group
Texas
$461K
PBO
1117
Peoples Bank (Ohio)
Ohio
$459K +$414K +8,291 New
DWM
1118
Dakota Wealth Management
Florida
$458K -$13.2K -265 -3%
MFG
1119
Menard Financial Group
Texas
$455K -$28.4K -568 -6%
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
$454K
BIA
1121
Bigelow Investment Advisors
Maine
$454K +$13.3K +266 +3%
SMH
1122
Sanders Morris Harris
Texas
$452K +$9.99K +200 +3%
KFGK
1123
Keystone Financial Group (Kentucky)
Kentucky
$451K +$100 +2 +0%
GAM
1124
Gotham Asset Management
New York
$450K -$357K -7,146 -47%
GVAG
1125
Great Valley Advisor Group
Delaware
$449K -$30.4K -609 -7%

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.