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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
MSA
1426
Marino Stram & Associates
Massachusetts
$203K +$184K +3,679 New
HVIA
1427
Hudson Valley Investment Advisors
New York
$202K -$173K -3,467 -49%
WOSD
1428
WFA of San Diego
California
$202K +$182K +3,650 New
GF
1429
Gries Financial
Ohio
$201K +$164K +3,294 New
SWM
1430
Soundmark Wealth Management
Washington
$201K +$182K +3,635 New
VV
1431
Verity & Verity
South Carolina
$200K -$75.7K -1,515 -29%
PFBT
1432
Parkside Financial Bank & Trust
Missouri
$200K +$300 +6 +0.2%
CCB
1433
Cutter & Co Brokerage
Missouri
$200K +$181K +3,618 New
GI
1434
Gradient Investments
Minnesota
$198K -$135K -2,709 -43%
HI
1435
Hudock Inc
Pennsylvania
$195K +$1.4K +28 +0.8%
VCM
1436
Vigilant Capital Management
Maine
$194K +$50.7K +1,015 +41%
CBT
1437
CoreFirst Bank & Trust
Kansas
$189K -$3.05K -61 -2%
ST
1438
Smithfield Trust
Pennsylvania
$184K
Capstone Investment Advisors
1439
Capstone Investment Advisors
New York
$183K -$9.45M -189,279 -98%
LWM
1440
Liberty Wealth Management
California
$180K
TFS
1441
TrustCore Financial Services
Tennessee
$180K +$6.54K +131 +4%
CCA
1442
Column Capital Advisors
Indiana
$179K
CWC
1443
Carolinas Wealth Consulting
North Carolina
$172K -$2.95K -59 -2%
CCMW
1444
Cypress Capital Management (Wyoming)
Wyoming
$172K
OC
1445
Oakworth Capital
Alabama
$170K -$11.6K -232 -7%
MCAI
1446
Members Capital Advisors Inc
Wisconsin
$169K
BC
1447
Barnett & Company
Tennessee
$167K
Bank Julius Baer & Co
1448
Bank Julius Baer & Co
Switzerland
$166K -$1.04M -20,732 -87%
LSA
1449
Leonteq Securities AG
Switzerland
$164K +$8.84K +177 +6%
MA
1450
MCF Advisors
Kentucky
$158K +$15K +300 +12%

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.