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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
HL
1151
HeadInvest LLC
Maine
$417K +$37.5K +750 +11%
CW
1152
CreativeOne Wealth
Kansas
$417K +$98.8K +1,979 +36%
SXL
1153
Summit X LLC
Missouri
$416K +$50.1K +1,003 +15%
GL
1154
Graypoint LLC
New York
$415K +$42.3K +847 +13%
ESBC
1155
E.S. Barr & Co
Kentucky
$412K -$52.6K -1,054 -12%
Koshinski Asset Management
1156
Koshinski Asset Management
Illinois
$411K -$26.8K -536 -7%
FG
1157
Foster Group
Iowa
$410K
MSAM
1158
Moloney Securities Asset Management
Missouri
$408K +$5.64K +113 +2%
DIA
1159
Davidson Investment Advisors
Montana
$407K -$28.6K -572 -7%
FWM
1160
Focused Wealth Management
New York
$407K +$300 +6 +0.1%
BAM
1161
Belpointe Asset Management
Nevada
$407K +$227K +4,546 +161%
FAM
1162
Fenimore Asset Management
New York
$406K
BFO
1163
Boston Family Office
Massachusetts
$404K +$23.6K +472 +7%
LIA
1164
LBMC Investment Advisors
Tennessee
$402K -$1.1K -22 -0.3%
IAN
1165
Integrated Advisors Network
Texas
$399K +$8.74K +175 +2%
PBT
1166
Pictet Bank & Trust
Bahamas
$398K
PP
1167
PDS Planning
Ohio
$397K -$34.8K -697 -9%
CIC
1168
Chase Investment Counsel
Virginia
$397K
PIM
1169
Progressive Investment Management
Oregon
$397K +$79.8K +1,597 +29%
NSB
1170
Norway Savings Bank
Maine
$396K -$50.8K -1,017 -12%
PFT
1171
Providence First Trust
Arizona
$395K
CFFP
1172
Center for Financial Planning
Michigan
$394K
RIM
1173
Regent Investment Management
Kentucky
$394K
MWM
1174
Mattern Wealth Management
Kansas
$390K -$488K -9,764 -58%
IF
1175
Intrua Financial
Texas
$387K +$332K +6,640 New

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.