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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
TWM
1351
Titus Wealth Management
California
$243K -$8.19K -164 -4%
GA
1352
GoalVest Advisory
New York
$243K +$220K +4,398 New
WA
1353
WBH Advisory
Maryland
$243K +$220K +4,398 New
FANJ
1354
Financial Architects (New Jersey)
New Jersey
$242K -$12.5K -250 -5%
GHAM
1355
Gilman Hill Asset Management
Connecticut
$242K -$6.24K -125 -3%
IP
1356
Investment Partners
Ohio
$242K +$400 +8 +0.2%
FHA
1357
First Horizon Advisors
Tennessee
$242K +$70.4K +1,410 +47%
HAIM
1358
Hunter Associates Investment Management
Pennsylvania
$241K +$217K +4,352 New
HGWM
1359
Horst & Graben Wealth Management
Oregon
$241K +$218K +4,365 New
ACM
1360
AUA Capital Management
Pennsylvania
$240K
NP
1361
NorthRock Partners
Minnesota
$240K +$216K +4,333 New
TCM
1362
Tradewinds Capital Management
Washington
$239K -$10.5K -210 -5%
CFG
1363
Cooper Financial Group
California
$239K +$216K +4,317 New
CAWM
1364
Capital Advisors Wealth Management
Washington
$239K +$216K +4,323 New
FCA
1365
FinTrust Capital Advisors
South Carolina
$238K +$112K +2,234 +108%
HW
1366
Hancock Whitney
Mississippi
$237K -$478K -9,575 -69%
FNBSF
1367
First National Bank Sioux Falls
South Dakota
$237K +$214K +4,282 New
SWK
1368
Stephen W. Kidder
$236K +$213K +4,275 New
AssetMark Inc
1369
AssetMark Inc
California
$235K +$35.6K +712 +20%
NB
1370
Northwest Bancshares
Pennsylvania
$235K +$212K +4,238 New
FFWA
1371
FRG Family Wealth Advisors
Washington
$235K +$212K +4,250 New
GJIC
1372
Gamble Jones Investment Counsel
California
$234K +$211K +4,224 New
SBSB
1373
Sullivan, Bruyette, Speros & Blaney
Virginia
$233K +$73K +1,462 +53%
WC
1374
Westhampton Capital
North Carolina
$233K +$210K +4,206 New
AF
1375
Affiance Financial
Minnesota
$232K +$209K +4,195 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.