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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
FBFS
1326
First Business Financial Services
Wisconsin
$263K +$14.2K +284 +6%
BP
1327
BBR Partners
New York
$263K +$237K +4,749 New
VBFP
1328
Valtinson Bruner Financial Planning
Minnesota
$262K +$19.8K +396 +9%
TIA
1329
Tiemann Investment Advisors
California
$262K +$21.2K +425 +10%
SVWAG
1330
Sound View Wealth Advisors Group
Georgia
$261K +$2.3K +46 +1%
SDWIA
1331
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$258K
OWA
1332
Octavia Wealth Advisors
Ohio
$258K +$231K +4,623 New
HBT
1333
Heartland Bank & Trust
Illinois
$258K +$233K +4,657 New
LOAMS
1334
Lombard Odier Asset Management (Switzerland)
Switzerland
$258K +$233K +4,660 New
PPCM
1335
Pillar Pacific Capital Management
California
$257K
GA
1336
Geller Advisors
New York
$257K +$76.9K +1,540 +50%
TA
1337
Tiedemann Advisors
New York
$256K -$220K -4,414 -49%
LFAS
1338
Level Four Advisory Services
Texas
$256K +$231K +4,634 New
FIM
1339
Freedom Investment Management
Connecticut
$254K -$3.9K -78 -2%
MOS
1340
MGO One Seven
Ohio
$253K +$13.5K +271 +6%
MG
1341
MilWealth Group
Wisconsin
$250K
MHS
1342
M Holdings Securities
Oregon
$249K +$224K +4,494 New
NB
1343
Nicolet Bankshares
Wisconsin
$248K
FNFDCM
1344
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$247K -$3.35K -67 -1%
CB
1345
Cadence Bank
Mississippi
$247K +$224K +4,477 New
LCS
1346
Levin Capital Strategies
New York
$246K
MCCP
1347
Mission Creek Capital Partners
California
$246K +$222K +4,439 New
ZF
1348
Zhang Financial
Michigan
$245K +$221K +4,426 New
BCA
1349
Berman Capital Advisors
Georgia
$244K +$32.4K +648 +17%
MWP
1350
MYCIO Wealth Partners
Pennsylvania
$244K +$220K +4,412 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.