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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
NFG
1251
Next Financial Group
Texas
$322K +$11.1K +222 +4%
SDH
1252
Sloy Dahl & Holst
Washington
$322K +$291K +5,827 New
SBL
1253
Sargent Bickham Lagudis
Colorado
$321K +$100 +2 +0%
BL
1254
Balentine LLC
Georgia
$321K +$16.1K +323 +6%
TBA
1255
Tower Bridge Advisors
Pennsylvania
$321K -$15K -300 -5%
YL
1256
YCG LLC
Texas
$320K +$31.8K +636 +12%
EWM
1257
Evermay Wealth Management
Virginia
$319K +$16.6K +333 +6%
MWM
1258
Merriman Wealth Management
Washington
$318K -$13.3K -266 -4%
PI
1259
Putnam Investments
Massachusetts
$318K -$11.2K -224 -4%
DLCIG
1260
D.L. Carlson Investment Group
New Hampshire
$317K
HI
1261
Hendershot Investments
Virginia
$315K
PLFAM
1262
Pineno Levin & Ford Asset Management
Virginia
$315K
CWP
1263
Concord Wealth Partners
Virginia
$314K +$193K +3,872 +214%
KCM
1264
Karp Capital Management
California
$314K +$284K +5,677 New
AWA
1265
ARS Wealth Advisors
Florida
$313K -$42.1K -843 -13%
W
1266
Wealthquest
Ohio
$313K -$4.2K -84 -1%
EWA
1267
Encompass Wealth Advisors
Oregon
$312K +$9.89K +198 +4%
FWM
1268
FSA Wealth Management
Massachusetts
$309K
UCI
1269
Uncommon Cents Investing
Wisconsin
$309K
IWM
1270
IHT Wealth Management
Illinois
$309K +$24.6K +493 +10%
EI
1271
Ellevest Inc
New York
$309K +$37.8K +756 +15%
CIP
1272
Capital Insight Partners
Arizona
$308K -$47.4K -950 -15%
RCAG
1273
Rehmann Capital Advisory Group
Michigan
$307K +$28.1K +563 +11%
MFA
1274
Mayflower Financial Advisors
Massachusetts
$305K -$4.74K -95 -2%
FIM
1275
Fruth Investment Management
Texas
$304K

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.