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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
WCA
1176
Windsor Creek Advisors
Vermont
$387K +$350K +7,000 New
ITIM
1177
Indiana Trust & Investment Management
Indiana
$386K -$10.5K -211 -3%
BS
1178
Boenning & Scattergood
Pennsylvania
$383K -$17.6K -352 -5%
PGAM
1179
Princeton Global Asset Management
New Jersey
$383K +$22.5K +450 +7%
MBT
1180
Montecito Bank & Trust
California
$382K -$162K -3,239 -32%
LA
1181
LexAurum Advisors
Kansas
$381K -$28.6K -572 -8%
CSPAM
1182
Cary Street Partners Asset Management
Virginia
$381K +$223K +4,461 +21%
CG
1183
Cutler Group
California
$381K +$344K +6,883 +40,488%
CIM
1184
CIM Investment Management
Pennsylvania
$375K -$13.1K -262 -4%
CCM
1185
Cullen Capital Management
New York
$375K +$338K +6,773 New
PAM
1186
Peak Asset Management
Colorado
$374K +$15K +300 +5%
OWA
1187
Opal Wealth Advisors
New York
$372K -$29.4K -589 -8%
LSAG
1188
Lake Street Advisors Group
New Hampshire
$372K -$7.44K -149 -2%
Financial Engines Advisors
1189
Financial Engines Advisors
California
$372K +$39.7K +794 +14%
IHL
1190
Investment House LLC
California
$371K -$20K -400 -6%
DAM
1191
Doheny Asset Management
California
$371K -$12.5K -250 -4%
AC
1192
Allstate Corporation
Illinois
$371K +$107K +2,145 +47%
SFO
1193
Standard Family Office
South Dakota
$370K -$135K -2,700 -29%
DIA
1194
Dana Investment Advisors
Wisconsin
$370K +$28.8K +576 +9%
ACP
1195
Aveo Capital Partners
Colorado
$370K +$334K +6,698 New
FWP
1196
FAS Wealth Partners
Kansas
$369K +$649 +13 +0.2%
FFS
1197
Founders Financial Securities
Maryland
$368K +$43K +862 +15%
KA
1198
Kovack Advisors
Florida
$367K -$14.7K -294 -4%
ODCM
1199
Old Dominion Capital Management
Virginia
$367K +$2.9K +58 +0.9%
SC
1200
Steph & Co
Wisconsin
$367K +$29.8K +597 +10%

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.