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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
CWA
1451
Clearview Wealth Advisors
Oregon
$153K +$12.5K +250 +10%
HCM
1452
Highlander Capital Management
New Jersey
$152K
MAM
1453
Marquette Asset Management
Minnesota
$150K +$73.9K +1,479 +120%
BAMG
1454
Brand Asset Management Group
Missouri
$150K +$84.3K +1,689 +165%
BA
1455
Bellwether Advisors
Nebraska
$145K +$10.3K +206 +9%
FBT
1456
First Bank & Trust
South Dakota
$143K +$67K +1,342 +108%
TC
1457
Trust Company
Kansas
$142K -$15K -300 -10%
ATC
1458
Adirondack Trust Company
New York
$137K -$999 -20 -0.8%
SSC
1459
Syverson Strege & Co
Iowa
$135K +$449 +9 +0.4%
DAC
1460
Dividend Assets Capital
South Carolina
$134K
SFSIG
1461
San Francisco Sentry Investment Group
California
$133K +$61.4K +1,230 +104%
CBT
1462
Central Bank & Trust
Kentucky
$130K
HIA
1463
Harbor Investment Advisory
Maryland
$125K
BCM
1464
Blume Capital Management
California
$125K +$57.7K +1,155 +105%
VRM
1465
Vectors Research Management
New York
$122K
RP
1466
Rowlandmiller & Partners
Georgia
$117K +$105K +2,106 New
KPCM
1467
Kings Point Capital Management
New York
$116K -$49.9K -1,000 -32%
APC
1468
Aspire Private Capital
North Carolina
$116K +$99.4K +1,990 +1,809%
RAM
1469
Riggs Asset Management
Pennsylvania
$111K
WP
1470
WealthShield Partners
North Carolina
$111K +$99.9K +2,000 New
1IA
1471
1834 Investment Advisors
Wisconsin
$110K
FWM
1472
Filbrandt Wealth Management
Wisconsin
$110K +$99.4K +1,991 New
CFA
1473
Carroll Financial Associates
North Carolina
$108K +$2.9K +58 +3%
RCG
1474
Rock Creek Group
District of Columbia
$105K -$108K -2,162 -53%
HFS
1475
HBC Financial Services
Washington
$104K

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.