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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
C
1201
Certuity
Florida
$367K +$45.1K +904 +16%
FIA
1202
Foundations Investment Advisors
Arizona
$366K -$588K -11,781 -65%
CRIG
1203
Charter Research & Investment Group
Connecticut
$366K
CS
1204
Capital Square
Tennessee
$366K +$50 +1 +0%
SWM
1205
Sculati Wealth Management
Michigan
$365K
AWM
1206
Aevitas Wealth Management
Massachusetts
$365K +$799 +16 +0.2%
EFG
1207
Everhart Financial Group
Ohio
$362K -$15.4K -309 -5%
PTC
1208
Provident Trust Company
Wisconsin
$361K
JBA
1209
Johnson Bixby & Associates
Washington
$360K
Fayez Sarofim & Co
1210
Fayez Sarofim & Co
Texas
$359K -$81.6K -1,635 -20%
HCM
1211
HM Capital Management
Missouri
$357K
CBTWT
1212
Community Bank & Trust (Waco, Texas)
Texas
$356K -$1.5K -30 -0.5%
BWP
1213
BSW Wealth Partners
Colorado
$355K +$23.6K +472 +8%
BCCM
1214
Bridge Creek Capital Management
Massachusetts
$354K -$384K -7,691 -55%
HR
1215
Hayden Royal
North Carolina
$354K +$317K +6,349 New
NRI
1216
NFP Retirement Inc
California
$354K +$4.99K +100 +2%
GFS
1217
GYL Financial Synergies
Connecticut
$352K -$400 -8 -0.1%
TCA
1218
Transcend Capital Advisors
New Jersey
$352K +$47.7K +956 +18%
RWM
1219
Ritholtz Wealth Management
New York
$350K +$316K +6,327 New
AWM
1220
Aberdeen Wealth Management
Illinois
$348K -$2.85K -57 -0.9%
NAM
1221
NTV Asset Management
West Virginia
$347K +$11.2K +225 +4%
BA
1222
Ballast Advisors
Minnesota
$346K +$32.7K +655 +12%
W
1223
WealthStone
Ohio
$343K +$71.6K +1,434 +30%
AFS
1224
Axiom Financial Strategies
Indiana
$341K -$7.94K -159 -3%
WAAG
1225
Wealth Alliance Advisory Group
Kansas
$341K -$4.89K -98 -2%

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.