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US Bancorp

1,582 hedge funds and large institutions have $52.4B invested in US Bancorp in 2020 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 498 increasing their positions, 618 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 61

58% more funds holding in top 10

Funds holding in top 10: 2641 (+15)

31% more capital invested

Capital invested by funds: $40B → $52.4B (+$12.4B)

12% more funds holding

Funds holding: 1,4151,582 (+167)

0.51% more ownership

Funds ownership: 74.04%74.55% (+0.51%)

19% less repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 618

24% less call options, than puts

Call options by funds: $284M | Put options by funds: $374M

Holders
1,582
Holders Change
+167
Holders Change %
+11.8%
% of All Funds
28%
Holding in Top 10
41
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+57.69%
% of All Funds
0.73%
New
252
Increased
498
Reduced
618
Closed
61
Calls
$284M
Puts
$374M
Net Calls
-$89.8M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
301
Lountzis Asset Management
Pennsylvania
$9.51M
WBC
302
Westpac Banking Corp
Australia
$9.51M +$486K +11,484 +6%
ERSOT
303
Employees Retirement System of Texas
Texas
$9.46M +$835K +19,724 +11%
CIC
304
Carnegie Investment Counsel
Ohio
$9.43M -$1.24M -29,412 -13%
SEI Investments
305
SEI Investments
Pennsylvania
$9.39M +$1.23M +29,012 +17%
MCM
306
Maltese Capital Management
New York
$9.32M +$3.39M +80,089 +67%
IP
307
Interval Partners
New York
$9.25M +$8.4M +198,538 New
HWA
308
Heritage Wealth Advisors
Virginia
$9.14M +$356K +8,424 +4%
ETC
309
Exchange Traded Concepts
Oklahoma
$9.11M +$8.28M +195,582 New
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$8.98M -$20.1K -475 -0.2%
Capstone Investment Advisors
311
Capstone Investment Advisors
New York
$8.97M -$1.61M -38,159 -17%
IMRF
312
Illinois Municipal Retirement Fund
Illinois
$8.88M +$6.09M +143,896 +308%
HCM
313
Howland Capital Management
Massachusetts
$8.86M +$160K +3,788 +2%
KCM
314
Kanawha Capital Management
Virginia
$8.84M +$48.7K +1,151 +0.6%
PNC
315
Park National Corp
Ohio
$8.82M -$720K -17,011 -8%
MSA
316
Mason Street Advisors
Wisconsin
$8.81M -$145K -3,425 -2%
MAM
317
Mastrapasqua Asset Management
Tennessee
$8.77M +$3.3M +78,005 +71%
WTB
318
Washington Trust Bank
Washington
$8.73M -$1.06M -25,011 -12%
MDCM
319
Morgan Dempsey Capital Management
Wisconsin
$8.63M -$1.41M -33,386 -15%
BF
320
BOK Financial
Oklahoma
$8.59M -$233K -5,514 -3%
UB
321
UMB Bank
Missouri
$8.57M -$577K -13,646 -7%
UIM
322
USS Investment Management
United Kingdom
$8.53M -$647K -15,300 -8%
BCI
323
Brinker Capital Investments
Pennsylvania
$8.44M +$561K +13,265 +8%
KFP
324
Keystone Financial Planning
Ohio
$8.4M -$30.3K -715 -0.4%
CA
325
Cullinan Associates
Kentucky
$8.31M -$39.5K -933 -0.5%

USB Hedge Fund Activity: Q4 2020 in Review

1,582 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2020, worth a combined $52.4B — up 31% from $40B a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new USB positions and 61 closed out — a net gain of 191 holders — while 498 added to existing stakes and 618 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $228M. The largest seller was BlackRock, cutting an estimated $203M.

  • 1,582 institutional investors held US Bancorp (USB) as of Q4 2020, up from 1,415 in Q3 2020.
  • Funds reported $52.4B of US Bancorp stock for Q4 2020, up 31% quarter-over-quarter.
  • 252 funds opened new US Bancorp positions in Q4 2020 and 61 closed out, a net change of +191 holders.
  • The largest US Bancorp buyer in Q4 2020 was Capital Research Global Investors, an estimated $228M added.
  • The largest US Bancorp seller in Q4 2020 was BlackRock, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2020.