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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
CIP
1301
Convergence Investment Partners
Florida
$287K -$2.45K -49 -0.9%
KFP
1302
KMG Fiduciary Partners
Ohio
$287K +$300 +6 +0.1%
MPCG
1303
Matrix Private Capital Group
New York
$286K
LNWTC
1304
Laird Norton Wetherby Trust Company
Washington
$285K
QIM
1305
Quest Investment Management
Oregon
$285K
PCMK
1306
Paragon Capital Management (Kansas)
Kansas
$283K
BCA
1307
Bay Colony Advisors
Massachusetts
$281K +$254K +5,084 New
AFS
1308
Annapolis Financial Services
Maryland
$280K -$4.2K -84 -2%
CCC
1309
Chelsea Counsel Company
California
$279K -$49.9K -1,000 -17%
CAS
1310
Cascadia Advisory Services
Oregon
$279K +$252K +5,047 New
FCFC
1311
First Commonwealth Financial Corp
Pennsylvania
$277K -$23.6K -473 -9%
HCA
1312
Hyperion Capital Advisors
New York
$277K
CIA
1313
Capital Investment Advisors
Georgia
$277K +$27.3K +547 +12%
PCA
1314
Personal Capital Advisors
California
$274K +$1.2K +24 +0.5%
FWM
1315
Frontier Wealth Management
Missouri
$272K +$17.5K +351 +8%
EP
1316
EPIQ Partners
Minnesota
$271K
GAM
1317
Gemmer Asset Management
California
$271K +$126K +2,531 +107%
EDRH
1318
Edmond de Rothschild Holding
Switzerland
$271K +$244K +4,891 New
BDF
1319
Balasa Dinverno & Foltz
$269K
GPA
1320
Garrison Point Advisors
California
$268K
MHIC
1321
Marble Harbor Investment Counsel
Massachusetts
$268K
LCM
1322
LVM Capital Management
Michigan
$265K -$1.5K -30 -0.6%
T
1323
TOBAM
France
$264K
JIC
1324
Joel Isaacson & Co
New York
$264K +$9.49K +190 +4%
SS
1325
Simplicity Solutions
Minnesota
$263K -$183K -3,661 -43%

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.