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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
PRWA
651
Platte River Wealth Advisors
Colorado
$2.08M -$63.4K -1,498 -3%
CI
652
CX Institutional
Indiana
$2.07M -$205K -4,845 -10%
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.07M +$931K +21,997 +98%
FMWA
654
Forvis Mazars Wealth Advisors
Missouri
$2.06M +$12.7K +301 +0.7%
CCM
655
Cox Capital Management
Massachusetts
$2.06M +$72.5K +1,714 +4%
CCP
656
Corient Capital Partners
California
$2.05M +$39.1K +923 +2%
BA
657
Bristlecone Advisors
Washington
$2.05M +$14.8K +350 +0.8%
CAN
658
Cetera Advisor Networks
California
$2.03M -$25.7K -608 -1%
SM
659
Sciencast Management
New Jersey
$2.03M +$1.74M +41,010 New
ASN
660
Advisory Services Network
Georgia
$2.02M -$63.4K -1,497 -3%
LBC
661
Lowe Brockenbrough & Co
Virginia
$2.01M -$18.7K -441 -1%
1SB
662
1ST Source Bank
Indiana
$2M -$9.27K -219 -0.5%
RFA
663
Reilly Financial Advisors
California
$2M -$31.7K -750 -2%
EFSCE
664
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M +$2.12K +50 +0.1%
SAM
665
Silvercrest Asset Management
New York
$1.99M +$9.27K +219 +0.5%
AC
666
Athanor Capital
New York
$1.98M +$1.41M +33,218 +358%
LFA
667
Legacy Financial Advisors
Kentucky
$1.96M -$600K -14,189 -25%
RCC
668
Red Cedar Capital
Nebraska
$1.96M
SIA
669
Sit Investment Associates
Minnesota
$1.94M -$638K -15,071 -27%
EWM
670
Empirical Wealth Management
Washington
$1.94M -$108K -2,550 -6%
MIS
671
Morningstar Investment Services
Illinois
$1.92M -$129K -3,049 -7%
TI
672
Truepoint Inc
Ohio
$1.92M
Impax Asset Management Group
673
Impax Asset Management Group
United Kingdom
$1.92M +$139K +3,293 +9%
FHB
674
First Hawaiian Bank
Hawaii
$1.92M +$321K +7,577 +23%
HKIM
675
Hayek Kallen Investment Management
Alabama
$1.9M -$28.4K -670 -2%

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.