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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
BO
1401
BRR OpCo
Ohio
$218K +$197K +3,947 New
GIP
1402
Greatmark Investment Partners
Georgia
$218K +$197K +3,950 New
BCM
1403
Brookstone Capital Management
Illinois
$217K +$196K +3,929 New
KFP
1404
KB Financial Partners
New Jersey
$216K +$195K +3,910 New
SIC
1405
Sigma Investment Counselors
Michigan
$215K +$194K +3,882 New
MAFM
1406
Mid Atlantic Financial Management
Pennsylvania
$215K +$194K +3,891 New
VIM
1407
Vista Investment Management
Pennsylvania
$214K +$193K +3,874 New
VST
1408
Van Strum & Towne
California
$213K +$193K +3,859 New
BWM
1409
BNC Wealth Management
Oregon
$212K +$191K +3,825 New
PWM
1410
Purus Wealth Management
California
$212K +$191K +3,834 New
DA
1411
Dillon & Associates
Michigan
$211K +$192K +3,843 New
WT
1412
Washington Trust
Rhode Island
$210K
NFG
1413
Nadler Financial Group
Illinois
$210K +$189K +3,794 New
IAMOG
1414
Investors Asset Management of Georgia
Georgia
$210K +$190K +3,800 New
EP
1415
Eudaimonia Partners
Tennessee
$209K +$9.04K +181 +5%
ACA
1416
Atlas Capital Advisors
Wyoming
$207K +$21.5K +431 +13%
CBT
1417
Capital Bank & Trust
California
$207K -$27.9K -558 -13%
Verition Fund Management
1418
Verition Fund Management
Connecticut
$206K -$2.86M -57,282 -94%
JIP
1419
Jaffetilchin Investment Partners
Florida
$206K +$186K +3,726 New
SWA
1420
Sutton Wealth Advisors
Florida
$205K +$3.35K +67 +2%
PWW
1421
Pettyjohn Wood & White
Virginia
$205K +$185K +3,700 New
NCM
1422
Northwest Capital Management
Oregon
$204K +$184K +3,685 New
KMC
1423
Kirr Marbach & Co
Indiana
$204K +$184K +3,686 New
PFS
1424
Physicians Financial Services
North Carolina
$203K +$183K +3,667 New
OC
1425
Oarsman Capital
Wisconsin
$203K +$183K +3,672 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.