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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
VWM
1126
Valley Wealth Managers
New Jersey
$446K -$36.2K -725 -8%
PJSIMP
1127
P.J. Schmidt Investment Management (PJS)
Wisconsin
$444K -$40K -800 -10%
AWA
1128
Arete Wealth Advisors
Illinois
$444K +$79.2K +1,586 +23%
ACM
1129
Argent Capital Management
Missouri
$443K +$350 +7 +0.1%
DA
1130
Doliver Advisors
Texas
$442K -$11.1K -223 -3%
DWM
1131
Doyle Wealth Management
Florida
$442K -$10.6K -213 -3%
BDFN
1132
Bond & Devick Financial Network
Minnesota
$442K
LFG
1133
Lazard Frères Gestion
France
$442K
MPAM
1134
Murphy Pohlad Asset Management
Minnesota
$442K
HR
1135
Hardy Reed
Mississippi
$441K -$1.5K -30 -0.4%
HC
1136
Henshaw Capital
Massachusetts
$441K +$3.4K +68 +0.9%
ISB
1137
Iowa State Bank
Iowa
$439K -$206K -4,134 -34%
CAL
1138
Capital Analysts LLC
Pennsylvania
$438K +$395K +7,910 New
NNP
1139
Nachman Norwood & Parrott
South Carolina
$436K +$1.65K +33 +0.4%
ML
1140
McAdam LLC
Pennsylvania
$430K
CA
1141
Clearstead Advisors
Ohio
$429K +$50.2K +1,006 +15%
EWM
1142
Endurance Wealth Management
Rhode Island
$427K
MLFP
1143
MPS Loria Financial Planners
Illinois
$425K +$50 +1 +0%
VVP
1144
Venture Visionary Partners
Ohio
$424K +$115K +2,308 +43%
JWM
1145
Janiczek Wealth Management
Colorado
$423K -$9.29K -186 -2%
CSS
1146
Cubist Systematic Strategies
Connecticut
$421K -$6.8M -136,095 -95%
YWP
1147
YorkBridge Wealth Partners
New York
$421K +$104K +2,090 +38%
WPW
1148
Waldron Private Wealth
Pennsylvania
$418K -$100 -2 -0%
EM
1149
Excalibur Management
Massachusetts
$417K -$7.49K -150 -2%
LCP
1150
Legacy Capital Partners
Wisconsin
$417K +$250 +5 +0.1%

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.