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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
Nisa Investment Advisors
1551
Nisa Investment Advisors
Missouri
$28.6K -$688K -13,775 -3%
GFPC
1552
Global Financial Private Client
Florida
$28.5K
ST
1553
Sageworth Trust
Pennsylvania
$28K -$19.4K -389 -44%
OCM
1554
Orion Capital Management
California
$28K
ONST
1555
Old North State Trust
North Carolina
$27K
SIC
1556
Salem Investment Counselors
North Carolina
$26K -$6.69K -134 -22%
YAL
1557
Your Advocates Ltd
Texas
$26K
BHWM
1558
Bay Harbor Wealth Management
Maryland
$26K +$23.2K +465 New
AWMS
1559
Advocacy Wealth Management Services
Georgia
$25K
RCA
1560
Ranch Capital Advisors
Florida
$25K
ETI
1561
Enterprise Trust & Investment
California
$24K
PSB
1562
Piscataqua Savings Bank
New Hampshire
$24K +$21.5K +431 New
TC
1563
Truvestments Capital
Florida
$23K +$20.3K +407 New
SC
1564
Sawyer & Company
Massachusetts
$21K
EWM
1565
Elmwood Wealth Management
California
$21K +$18.7K +374 New
MWP
1566
Meridian Wealth Partners
Pennsylvania
$21K +$19.3K +387 New
HCP
1567
Hexagon Capital Partners
Arkansas
$19K
MAM
1568
McCarthy Asset Management
California
$18K
BMD
1569
Better Money Decisions
New Mexico
$18K +$15.9K +318 New
CAL
1570
Capital Advisors Ltd
Ohio
$17K
LS
1571
Leelyn Smith
Illinois
$17K
SFPG
1572
Stonebridge Financial Planning Group
Florida
$17K
HCM
1573
Horrell Capital Management
Arkansas
$17K +$50 +1 +0.3%
TCWM
1574
Total Clarity Wealth Management
Illinois
$17K +$15K +300 New
FMP
1575
Financial Management Professionals
Texas
$16K

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.