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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
PFSC
801
Peoples Financial Services Corp
Pennsylvania
$1.18M +$28.8K +680 +3%
RA
802
Rational Advisors
New York
$1.18M +$1.07M +25,193 +66,297%
VC
803
Vestor Capital
Illinois
$1.17M
WIM
804
Wittenberg Investment Management
Massachusetts
$1.17M -$1.18M -28,000 -53%
Boston Partners
805
Boston Partners
Massachusetts
$1.16M +$218K +5,146 +26%
OIA
806
Optimum Investment Advisors
Illinois
$1.16M +$50.8K +1,200 +5%
IWA
807
Intercontinental Wealth Advisors
Texas
$1.14M -$335K -7,915 -24%
CCG
808
Cloverfields Capital Group
Minnesota
$1.14M +$1.04M +24,492 New
DDC
809
DF Dent & Co
Maryland
$1.14M
S
810
Seeyond
France
$1.14M -$138K -3,267 -12%
CSM
811
CAMG Solamere Management
North Carolina
$1.13M
VM
812
Venator Management
Pennsylvania
$1.13M +$1.03M +24,284 New
PFS
813
Prospera Financial Services
Texas
$1.13M +$885K +20,903 +640%
NRS
814
Neville Rodie & Shaw
New York
$1.13M -$212K -5,000 -17%
LNC
815
Lincoln National Corp
Pennsylvania
$1.13M -$10.7K -253 -1%
PK
816
Pflug Koory
Nebraska
$1.12M +$10.2K +240 +1%
CAG
817
Crestwood Advisors Group
Massachusetts
$1.12M +$32.8K +776 +3%
WIC
818
Whitegate Investment Counselors
New Hampshire
$1.12M -$87.8K -2,075 -8%
CCT
819
Country Club Trust
Missouri
$1.12M +$12.1K +287 +1%
DP
820
Dearborn Partners
Illinois
$1.11M +$69.9K +1,651 +7%
OIS
821
Okabena Investment Services
Minnesota
$1.11M -$384K -9,079 -28%
EI
822
Ethic Inc
New York
$1.11M +$270K +6,375 +37%
Bank Julius Baer & Co
823
Bank Julius Baer & Co
Switzerland
$1.11M +$31.1K +734 +3%
IAA
824
Independent Advisor Alliance
North Carolina
$1.1M +$361K +8,523 +57%
VCM
825
Virtue Capital Management
Tennessee
$1.08M -$472K -11,164 -32%

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.