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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$437M +$38.4M +907,515 +11%
ClearBridge Investments
27
ClearBridge Investments
New York
$417M +$4.08M +96,459 +1%
Legal & General Group
28
Legal & General Group
United Kingdom
$413M -$2.41M -57,000 -0.6%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$368M
MPI
30
Mairs & Power Inc
Minnesota
$361M -$3.79M -89,454 -1%
Capital Research Global Investors
31
Capital Research Global Investors
California
$345M +$228M +5,390,682 +269%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$262M +$2.81M +66,319 +1%
Morgan Stanley
33
Morgan Stanley
New York
$252M +$23.8M +562,362 +12%
UBS AM
34
UBS AM
Illinois
$251M +$5.24M +123,778 +2%
CP
35
Coho Partners
Pennsylvania
$246M +$59.7M +1,410,994 +37%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$240M +$15.3M +361,065 +8%
Invesco
37
Invesco
Georgia
$238M +$37M +874,618 +21%
Primecap Management
38
Primecap Management
California
$236M -$4.86M -114,954 -2%
MIHAS
39
Maj Invest Holding A/S
Denmark
$234M +$54.2M +1,280,113 +34%
YAM
40
Yacktman Asset Management
Texas
$218M -$513K -12,115 -0.3%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$217M -$3.21M -75,966 -2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$213M +$6.49M +153,397 +3%
Citadel Advisors
43
Citadel Advisors
Florida
$212M +$25.4M +600,055 +15%
PPA
44
Parametric Portfolio Associates
Washington
$211M +$12.5M +294,483 +7%
UBS Group
45
UBS Group
Switzerland
$207M +$20.6M +486,080 +12%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$205M -$29.2M -690,451 -14%
Barclays
47
Barclays
United Kingdom
$202M +$38.4M +907,976 +27%
Goldman Sachs
48
Goldman Sachs
New York
$199M +$23.3M +550,569 +15%
Fidelity International
49
Fidelity International
Bermuda
$190M -$5.13M -121,132 -3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$183M -$29.6M -699,812 -16%

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.