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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
TSW
1501
Thompson Siegel & Walmsley
Virginia
$67K +$449 +9 +0.8%
PWM
1502
Prentice Wealth Management
New York
$67K +$60.7K +1,215 New
SGAM
1503
Smith Group Asset Management
Texas
$66K +$8.19K +164 +16%
PFGIA
1504
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$6.69K +134 +13%
LFG
1505
Larson Financial Group
Missouri
$64K -$56.8K -1,137 -50%
RG
1506
Retirement Group
California
$62K -$7.49K -150 -12%
CCM
1507
Cribstone Capital Management
Maine
$62K
SNT
1508
Security National Trust
West Virginia
$60K
AIC
1509
Archer Investment Corporation
Indiana
$57.5K
RE
1510
RBC Europe
United Kingdom
$56.7K
BWP
1511
Baldwin Wealth Partners
Massachusetts
$56K -$516K -10,325 -91%
LWA
1512
Lenox Wealth Advisors
New York
$56K -$19.9K -399 -28%
FMTCOCP
1513
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56K +$40.8K +816 +429%
GEA
1514
Glen Eagle Advisors
New Jersey
$55.6K -$84.8K -1,699 -63%
CAM
1515
Costello Asset Management
Pennsylvania
$55K
PCFFS
1516
Pacific Center for Financial Services
California
$55K
ADIM
1517
Alpha DNA Investment Management
Maryland
$51K -$793K -15,883 -94%
FA
1518
Financial Avengers
California
$51K +$400 +8 +0.9%
SMG
1519
Spectrum Management Group
Indiana
$49K -$12.3K -247 -22%
GSAM
1520
Grant Street Asset Management
Pennsylvania
$49K
MHR
1521
Matthew Hamilton Rosenberg
$48K
CAGAS
1522
Capital Advisory Group Advisory Services
Minnesota
$48K +$18.5K +371 +73%
MAM
1523
Magellan Asset Management
Australia
$47K
VBCG
1524
Valley Brook Capital Group
Pennsylvania
$47K +$2.8K +56 +7%
CCC
1525
Crescent Capital Consulting
Louisiana
$47K +$42K +842 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.