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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
HA
501
Hamel Associates
New Jersey
$3.73M -$86.8K -2,050 -2%
KMWM
502
Keudell/Morrison Wealth Management
Oregon
$3.69M -$470K -11,095 -12%
BFS
503
Bard Financial Services
Connecticut
$3.69M +$3.35M +79,212 New
NCM
504
Nelson Capital Management
California
$3.69M -$1.52M -35,977 -31%
EWM
505
Evercore Wealth Management
New York
$3.69M +$948K +22,396 +39%
AF
506
Alerus Financial
North Dakota
$3.66M +$1.83M +43,264 +123%
CSUI
507
Cincinnati Specialty Underwriters Insurance
Ohio
$3.66M
LA
508
Lynch & Associates
Indiana
$3.64M +$86.8K +2,051 +3%
CWM
509
Chronos Wealth Management
Florida
$3.64M +$89.4K +2,112 +3%
RJT
510
Raymond James Trust
Florida
$3.63M +$121K +2,858 +4%
SIM
511
Sentry Investment Management
Wisconsin
$3.61M -$215K -5,079 -6%
AB
512
Amalgamated Bank
New York
$3.6M -$7.58K -179 -0.2%
Capital Fund Management (CFM)
513
Capital Fund Management (CFM)
France
$3.58M +$2.74M +64,646 +528%
MWNA
514
Marshall Wace North America
New York
$3.57M +$2.77M +65,414 +587%
CPO
515
Cerity Partners OCIO
New York
$3.56M +$2.17M +51,363 +205%
HTI
516
Hikari Tsushin Inc
Japan
$3.56M
GIA
517
GHP Investment Advisors
Colorado
$3.52M +$142K +3,361 +5%
FA
518
Financial Advantage
Maryland
$3.52M -$214K -5,055 -6%
SLWS
519
Swaine & Leidel Wealth Services
Florida
$3.52M +$3.19M +75,440 New
GWM
520
Geneos Wealth Management
Colorado
$3.51M +$702K +16,588 +28%
PP
521
Pegasus Partners
Wisconsin
$3.51M +$1.29M +30,495 +68%
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$3.5M -$2.92K -69 -0.1%
AP
523
Advisor Partners
California
$3.47M +$252K +5,951 +9%
WC
524
Winmill & Co
New York
$3.4M
IFAM
525
Institutional & Family Asset Management
Colorado
$3.38M -$445K -10,515 -13%

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.