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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
RIM
1576
Rockbridge Investment Management
New York
$16K
HF
1577
Halpern Financial
Virginia
$15.2K +$5.39K +108 +65%
TF
1578
Tompkins Financial
New York
$15K
BBHC
1579
Brown Brothers Harriman & Co
New York
$14.7K -$2.52M -50,383 -16%
APW
1580
Acima Private Wealth
Virginia
$14K
IWP
1581
IAG Wealth Partners
Wisconsin
$14K
TLFA
1582
True Link Financial Advisors
California
$14K
JMF
1583
Johnson Midwest Financial
Iowa
$14K +$100 +2 +0.8%
PSIWM
1584
Paradigm Strategies in Wealth Management
Minnesota
$14K +$12.5K +250 New
IF
1585
Ironwood Financial
Arizona
$13K
CWM
1586
Cranbrook Wealth Management
Michigan
$13K +$11.6K +233 New
RA
1587
Resolute Advisors
California
$12K +$10.7K +214 New
HWA
1588
HHM Wealth Advisors
Tennessee
$11K
KTC
1589
Kistler-Tiffany Companies
Pennsylvania
$11K
CIA
1590
CSat Investment Advisory
Michigan
$11K +$50 +1 +0.5%
BCPWM
1591
Bradley & Co Private Wealth Management
Florida
$11K +$9.99K +200 New
BWL
1592
Bogart Wealth LLC
Virginia
$10K -$15K -300 -63%
CAM
1593
ClariVest Asset Management
California
$10K
WAS
1594
Winch Advisory Services
Wisconsin
$10K +$50 +1 +0.5%
WCM
1595
Wealthcare Capital Management
Virginia
$10K +$8.64K +173 New
Loomis, Sayles & Company
1596
Loomis, Sayles & Company
Massachusetts
$10K +$9.34K +187 New
CAC
1597
Certified Advisory Corp
Florida
$9K +$8.54K +171 New
WCMN
1598
Westchester Capital Management (Nebraska)
Nebraska
$8K -$14.3K -287 -67%
EIM
1599
Essex Investment Management
Massachusetts
$8K
TF
1600
TimeScale Financial
Massachusetts
$8K +$7.39K +148 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.