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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
Kovitz Investment Group Partners
1276
Kovitz Investment Group Partners
Illinois
$304K
HCP
1277
Holt Capital Partners
Texas
$304K +$37.5K +750 +16%
CSWG
1278
Cardinal Strategic Wealth Guidance
Kentucky
$303K -$4.59K -92 -2%
CCG
1279
Cypress Capital Group
Florida
$301K +$20.2K +405 +8%
RIA
1280
Realta Investment Advisors
Delaware
$301K +$50.2K +1,006 +23%
HPC
1281
HM Payson & Co
Maine
$301K +$58.6K +1,174 +27%
BFG
1282
Berger Financial Group
Minnesota
$300K -$47.1K -944 -15%
CIM
1283
Contravisory Investment Management
Massachusetts
$299K +$262K +5,242 +3,382%
SFG
1284
Summit Financial Group
West Virginia
$297K -$19.4K -388 -7%
T
1285
TRUADVICE
Florida
$295K +$50 +1 +0%
SIM
1286
Sadoff Investment Management
Wisconsin
$295K +$266K +5,336 New
LC
1287
Lincoln Capital
Nebraska
$294K
BFPW
1288
BOK Financial Private Wealth
Colorado
$294K +$11.7K +235 +5%
PCM
1289
Pointe Capital Management
Michigan
$294K +$11.9K +238 +5%
TFS
1290
Thoroughbred Financial Services
Tennessee
$294K +$266K +5,318 New
IB
1291
Intrust Bank
Kansas
$294K +$266K +5,329 New
EIG
1292
Ellenbecker Investment Group
Wisconsin
$293K +$999 +20 +0.4%
SSB
1293
Sandy Spring Bank
Maryland
$292K
LIM
1294
Loudon Investment Management
New Hampshire
$290K +$25K +500 +11%
VHAM
1295
Van Hulzen Asset Management
California
$290K +$44.9K +900 +21%
CASB
1296
Cape Ann Savings Bank
Massachusetts
$289K -$29.5K -591 -10%
SG
1297
StoneX Group
New York
$289K +$259K +5,183 New
QC
1298
Quadrature Capital
United Kingdom
$288K -$2.4M -48,034 -90%
NPF
1299
Norris Perne & French
Michigan
$288K -$133K -2,663 -34%
CTI
1300
Community Trust & Investment
Kentucky
$288K +$260K +5,213 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.