We are live on ! Find out more
USB icon

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
RMC
851
Resources Management Corp
Connecticut
$976K
PT
852
Plimoth Trust
Massachusetts
$970K -$119K -2,815 -12%
HWM
853
HighMark Wealth Management
Minnesota
$968K -$11.4K -269 -1%
WAP
854
Wealthcare Advisory Partners
Pennsylvania
$967K +$762 +18 +0.1%
OIA
855
OneDigital Investment Advisors
Kansas
$966K -$14.4K -341 -2%
PHS
856
Pekin Hardy Strauss
Illinois
$964K -$87.8K -2,075 -9%
CI
857
Conning Inc
Connecticut
$959K -$23.7K -559 -3%
MSRPS
858
Maryland State Retirement & Pension System
Maryland
$958K +$931K +22,000 New
EWA
859
EP Wealth Advisors
California
$955K +$1.31K +31 +0.2%
SIM
860
Stratos Investment Management
Ohio
$951K +$44.2K +1,044 +5%
CPIA
861
Cornell Pochily Investment Advisors
New York
$947K +$1.14K +27 +0.1%
SCM
862
Shelton Capital Management
Colorado
$946K -$1.3M -30,786 -60%
BEI
863
Benjamin Edwards Inc
Missouri
$944K +$530K +12,527 +162%
CFG
864
Citizens Financial Group
Rhode Island
$936K +$250K +5,917 +42%
GF
865
Gabelli Funds
New York
$932K -$181K -4,271 -18%
JCIA
866
Jackson Creek Investment Advisors
Colorado
$928K +$843K +19,915 New
MMPW
867
Mitchell McLeod Pugh & Williams
Alabama
$925K
WCM
868
Wunderlich Capital Managemnt
Tennessee
$915K +$7.91K +187 +1%
AMC
869
Asset Management Corp
Illinois
$912K +$4.02K +95 +0.5%
FP
870
Financial Perspectives
Minnesota
$910K +$6.01K +142 +0.7%
WG
871
Welch Group
Alabama
$907K -$351K -8,300 -30%
FIA
872
Foundations Investment Advisors
Arizona
$899K -$533K -12,597 -41%
CCM
873
Carlson Capital Management
Minnesota
$896K -$13.1K -310 -2%
MPPW
874
Mitchell & Pahl Private Wealth
Oklahoma
$893K +$812K +19,177 New
MFW
875
Mosaic Family Wealth
Missouri
$890K -$2.33K -55 -0.3%

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.