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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
AWM
1476
Accel Wealth Management
Iowa
$104K +$150 +3 +0.2%
COCM
1477
Charter Oak Capital Management
New Hampshire
$101K
SOW
1478
State of Wyoming
Wyoming
$98K +$88.1K +1,765 New
WR
1479
WD Rutherford
Oregon
$95K +$10.2K +205 +13%
DWMG
1480
DB Wealth Management Group
California
$94K
JGIA
1481
Jackson Grant Investment Advisers
Connecticut
$89K
SCM
1482
Silvant Capital Management
Georgia
$88K
FCB
1483
First Command Bank
Texas
$86K
FCFS
1484
First Command Financial Services
Texas
$86K
LAS
1485
Lloyd Advisory Services
Georgia
$86K +$76.9K +1,540 +11,846%
DWP
1486
Destiny Wealth Partners
Florida
$82K
AWA
1487
Arkadios Wealth Advisors
Georgia
$82K +$51K +1,021 +213%
WB
1488
Webster Bank
Connecticut
$80K
CMA
1489
Cedar Mountain Advisors
Oregon
$79K +$100 +2 +0.1%
LC
1490
Lindbrook Capital
California
$77K +$7.44K +149 +12%
BAM
1491
Bellevue Asset Management
Washington
$77K +$12.9K +258 +23%
FNBOSM
1492
First National Bank of South Miami
Florida
$77K +$48.7K +976 +233%
HC
1493
Hoese & Co
Minnesota
$77K +$69.7K +1,396 New
CFO
1494
CVA Family Office
Colorado
$75K +$60.7K +1,215 +850%
VCM
1495
Versant Capital Management
Arizona
$72K
TIM
1496
Tortoise Investment Management
New York
$71K +$4.99K +100 +8%
SC
1497
Sierra Capital
Florida
$71K +$64.5K +1,291 New
MC
1498
Maverick Capital
Texas
$70K -$1.21M -24,213 -95%
HDIM
1499
Hanson & Doremus Investment Management
Vermont
$69K
BWA
1500
BDO Wealth Advisors
Florida
$69K +$2.5K +50 +4%

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.