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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$7.17B -$72.5M -1,450,914 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.02B +$80.5M +1,611,174 +2%
BlackRock
3
BlackRock
New York
$5.09B -$71.1M -1,424,260 -2%
State Street
4
State Street
Massachusetts
$3.4B +$138M +2,767,585 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$2B +$637M +12,765,463 +55%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.57B -$116M -2,316,775 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.18B +$29.5M +589,802 +3%
Wells Fargo
8
Wells Fargo
California
$1.18B +$110M +2,206,358 +12%
DSA
9
Davis Selected Advisers
Arizona
$1B +$64.8M +1,296,831 +8%
NEAM
10
New England Asset Management
Connecticut
$979M +$1.76M +35,150 +0.2%
Northern Trust
11
Northern Trust
Illinois
$971M -$4.62M -92,538 -0.5%
Bank of America
12
Bank of America
North Carolina
$953M +$132M +2,634,466 +18%
Charles Schwab
13
Charles Schwab
California
$913M -$63.5M -1,271,758 -7%
Norges Bank
14
Norges Bank
Norway
$778M -$19.6M -391,774 -3%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$765M -$28.9M -577,770 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$705M -$66.7M -1,335,169 -9%
Ameriprise
17
Ameriprise
Minnesota
$690M +$113M +2,267,492 +22%
Macquarie Group
18
Macquarie Group
Australia
$667M +$577M +11,553,164 +2,249%
Franklin Resources
19
Franklin Resources
California
$627M +$20.8M +415,910 +4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$588M +$4.75M +95,059 +0.9%
US Bancorp
21
US Bancorp
Minnesota
$575M -$16M -320,546 -3%
N
22
Nuveen
North Carolina
$563M +$28.5M +570,850 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$544M +$22.4M +448,315 +5%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$541M -$9.84M -197,064 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$540M +$5M +100,204 +1%

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.