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US Bancorp
USB

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: 26 → 41 (+15)

31% more capital invested

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

12% more funds holding

Funds holding: 1,415 → 1,582 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$228M
2
Ameriprise
Ameriprise
Minnesota
+$77.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$75M
4
SSA
Schonfeld Strategic Advisors
New York
+$62.4M
5
CP
Coho Partners
Pennsylvania
+$59.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$203M
2
DCP
D1 Capital Partners
New York
-$168M
3
Bank of America
Bank of America
North Carolina
-$160M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$138M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$91M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
601
Brookmont Capital Management
Texas
$2.42M +$1.23M +29,029 +127%
RBA
602
Richard Bernstein Advisors
New York
$2.42M – – –
TAIM
603
Te Ahumairangi Investment Management
New Zealand
$2.41M -$762K -18,000 -26%
QSS
604
Quantitative Systematic Strategies
Florida
$2.41M +$2.19M +51,660 New
CIC
605
Chilton Investment Company
Connecticut
$2.4M +$442K +10,448 +25%
CC
606
Cannell & Co
New York
$2.4M +$37K +875 +2%
IBOK
607
Independence Bank of Kentucky
Kentucky
$2.4M -$179K -4,240 -8%
LBC
608
Lawrence B. Cohen
$2.39M -$305K -7,210 -12%
PDN
609
Pensionfund DSM Netherlands
Netherlands
$2.37M – – –
SIG
610
Sky Investment Group
Connecticut
$2.36M +$22.3K +527 +1%
IRF
611
IBM Retirement Fund
New York
$2.35M +$266K +6,282 +14%
CAM
612
Carret Asset Management
New York
$2.35M -$223K -5,277 -9%
SM
613
Soapstone Management
Maryland
$2.33M – – –
SCM
614
Schnieders Capital Management
California
$2.33M +$392K +9,275 +23%
EF
615
Exeter Financial
Arizona
$2.32M – – –
WAM
616
World Asset Management
Michigan
$2.32M -$126K -2,977 -6%
TFO
617
Tarbox Family Office
California
$2.32M -$169 -4 -0%
CIM
618
CCLA Investment Management
United Kingdom
$2.32M +$2.11M +49,773 New
AFIA
619
America First Investment Advisors
Nebraska
$2.31M – – –
LF
620
LifeSteps Financial
California
$2.31M -$1.48K -35 -0.1%
SICM
621
Sustainable Insight Capital Management
New York
$2.31M +$2.1M +49,630 New
IC
622
Inverness Counsel
New York
$2.31M -$202K -4,764 -9%
NGA
623
Naples Global Advisors
Florida
$2.27M -$21.7K -513 -1%
TPWA
624
TRUE Private Wealth Advisors
Oregon
$2.27M -$9.65K -228 -0.5%
JAG
625
Journey Advisory Group
Kentucky
$2.26M +$2.05M +48,512 New
23 24
25
26 27

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.