We are live on ! Find out more
USB icon

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
TCBWMS
401
Texas Capital Bank Wealth Management Services
Texas
$5.53M +$1.66M +39,111 +49%
SI
402
Stephens Inc
Arkansas
$5.5M -$820K -19,385 -14%
LIA
403
LS Investment Advisors
Michigan
$5.45M +$501K +11,847 +11%
SIM
404
Sonora Investment Management
Arizona
$5.45M +$3.2M +75,527 +182%
M
405
MOTCO
Texas
$5.43M +$277K +6,549 +6%
MAA
406
Matrix Asset Advisors
New York
$5.36M +$436K +10,301 +10%
SCA
407
Stonebridge Capital Advisors
Minnesota
$5.35M +$76.2K +1,800 +2%
TRSOTSOK
408
Teachers Retirement System of the State of Kentucky
Kentucky
$5.32M -$360K -8,500 -7%
CIP
409
Chartwell Investment Partners
Pennsylvania
$5.31M -$1.08M -25,491 -18%
TC
410
TownSquare Capital
Utah
$5.28M +$19.6K +464 +0.4%
HCM
411
Hengehold Capital Management
Ohio
$5.27M +$45.6K +1,077 +1%
SAM
412
Sompo Asset Management
Japan
$5.27M -$51.2K -1,210 -1%
FHC
413
First Horizon Corporation
Tennessee
$5.27M -$1.25M -29,523 -21%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$5.25M -$294K -6,936 -6%
Mirae Asset Global Investments
415
Mirae Asset Global Investments
South Korea
$5.22M -$380K -8,987 -7%
PTB
416
Pioneer Trust Bank
Oregon
$5.15M -$669K -15,815 -13%
Federated Hermes
417
Federated Hermes
Pennsylvania
$5.14M +$1.7M +40,178 +57%
EE
418
EWG Elevate
California
$5.13M +$120K +2,838 +3%
Mackenzie Financial
419
Mackenzie Financial
Ontario, Canada
$5.07M -$981K -23,191 -18%
FNT
420
First Nebraska Trust
Nebraska
$5.07M +$49.3K +1,166 +1%
AIA
421
Allied Investment Advisors
Montana
$5.04M +$178K +4,212 +4%
OPERF
422
Oregon Public Employees Retirement Fund
Oregon
$5.03M -$139K -3,290 -3%
DY
423
Dowling & Yahnke
California
$5.03M -$6.35K -150 -0.1%
KIA
424
KCM Investment Advisors
California
$5.02M -$292K -6,891 -6%
Public Sector Pension Investment Board (PSP Investments)
425
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.02M -$14.3M -338,410 -76%

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.