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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
PP
1376
PrairieView Partners
Minnesota
$231K +$799 +16 +0.4%
MPW
1377
MA Private Wealth
California
$231K +$209K +4,177 New
MYIA
1378
Mount Yale Investment Advisors
Colorado
$231K +$209K +4,179 New
AF
1379
Allworth Financial
California
$230K +$112K +2,252 +118%
CFA
1380
Cahill Financial Advisors
Minnesota
$229K -$148K -2,969 -42%
FFA
1381
Founders Financial Alliance
North Carolina
$229K -$10.7K -215 -5%
SFA
1382
Souders Financial Advisors
Ohio
$229K +$206K +4,133 New
TWA
1383
TCI Wealth Advisors
Arizona
$227K +$10.5K +210 +5%
AAM
1384
Aureus Asset Management
Massachusetts
$227K +$205K +4,100 New
FPFS
1385
First Personal Financial Services
North Carolina
$226K
RGC
1386
Roberts, Glore & Co
Illinois
$225K -$12.5K -250 -6%
MGWM
1387
Marks Group Wealth Management
Minnesota
$225K +$203K +4,060 New
WFS
1388
Weitzel Financial Services
Iowa
$224K +$188K +3,771 New
OWP
1389
Obermeyer Wealth Partners
Colorado
$224K +$202K +4,047 New
DTC
1390
Davidson Trust Company
Washington
$224K +$203K +4,067 New
HS
1391
Horan Securities
United States
$222K
UWPG
1392
Ullmann Wealth Partners Group
Florida
$222K +$200K +4,006 New
FPWM
1393
FSB Premier Wealth Management
Iowa
$221K -$296K -5,932 -60%
TI
1394
Truehand Inc
New Hampshire
$221K
MIC
1395
Meridian Investment Counsel
California
$221K +$199K +3,990 New
WA
1396
Waverly Advisors
Alabama
$220K +$185K +3,697 New
BST
1397
Bath Savings Trust
Maine
$219K -$89K -1,782 -31%
IWP
1398
Innova Wealth Partners
Pennsylvania
$219K +$198K +3,960 New
MKC
1399
M. Kraus & Co
Vermont
$219K +$198K +3,967 New
KIG
1400
Kowal Investment Group
Wisconsin
$218K +$196K +3,933 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.