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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
BCM
826
Boltwood Capital Management
California
$1.08M
SAM
827
SignalPoint Asset Management
Missouri
$1.08M -$16.4K -387 -2%
GC
828
Grimes & Company
Massachusetts
$1.08M
PVH
829
Psagot Value Holdings
Israel
$1.07M
CNC
830
Canandaigua National Corp
New York
$1.07M -$208K -4,920 -18%
RL
831
Ruffer LLP
United Kingdom
$1.07M
FMT
832
First Mercantile Trust
Tennessee
$1.07M +$305K +7,198 +45%
4WM
833
44 Wealth Management
Oregon
$1.05M +$956K +22,599 New
RWM
834
RKL Wealth Management
Pennsylvania
$1.05M +$23.1K +545 +2%
PCM
835
Prelude Capital Management
New York
$1.05M -$681K -16,100 -42%
AAS
836
Annex Advisory Services
Wisconsin
$1.04M +$468K +11,049 +98%
VFA
837
Voya Financial Advisors
Connecticut
$1.04M +$100K +2,362 +12%
IRC
838
Investors Research Corp
Georgia
$1.04M
JWM
839
JGP Wealth Management
Oregon
$1.02M -$2.96K -70 -0.3%
JWCA
840
J.W. Coons Advisors
Ohio
$1.02M
BBNA
841
Bremer Bank National Association
Minnesota
$1.02M -$30.9K -729 -3%
NHC
842
Nicholas Hoffman & Company
Georgia
$1.01M -$15.5K -366 -2%
BPB
843
Badgley, Phelps & Bell
Washington
$1M -$137K -3,239 -13%
QCIG
844
Quad-Cities Investment Group
Iowa
$1M +$635 +15 +0.1%
TH
845
TCTC Holdings
Texas
$994K
BTWM
846
Baker Tilly Wealth Management
Wisconsin
$990K +$899K +21,255 New
MA
847
Mutual Advisors
Nebraska
$984K +$8.55K +202 +1%
VA
848
Valmark Advisers
Ohio
$979K +$579K +13,674 +187%
DZ Bank
849
DZ Bank
Germany
$977K -$133K -3,150 -13%
MPM
850
Meritage Portfolio Management
Kansas
$976K

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.