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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
SPC
876
Sigma Planning Corp
Michigan
$890K +$14.4K +341 +2%
PG
877
Pendal Group
Australia
$887K +$376K +8,892 +88%
OFG
878
Oxford Financial Group
Indiana
$878K
DIP
879
DT Investment Partners
Pennsylvania
$875K -$329K -7,775 -29%
DBT
880
Dubuque Bank & Trust
Iowa
$873K -$3.28M -77,497 -81%
TCM
881
Telos Capital Management
California
$871K -$4.23K -100 -0.5%
FTDI
882
First Trust Direct Indexing
Massachusetts
$868K +$788K +18,627 New
WPC
883
White Pine Capital
Minnesota
$863K -$21.2K -500 -3%
SF
884
Synovus Financial
Georgia
$855K -$181K -4,279 -19%
MA
885
Montag & Associates
Georgia
$852K -$205K -4,842 -21%
CL
886
Choreo LLC
Illinois
$846K +$127 +3 +0%
SAM
887
Sawgrass Asset Management
Florida
$841K -$2.75K -65 -0.4%
OCM
888
Orleans Capital Management
Louisiana
$839K -$63.5K -1,500 -8%
CNFG
889
Creegan & Nassoura Financial Group
New Hampshire
$830K -$8.46K -200 -1%
CFGS
890
Concourse Financial Group Securities
Alabama
$828K +$30.5K +721 +4%
M1FG
891
Mach-1 Financial Group
Arkansas
$827K +$751K +17,755 New
PP
892
Palladium Partners
Virginia
$826K +$44.5K +1,052 +6%
NSAM
893
North Star Asset Management
Wisconsin
$825K -$9.52K -225 -1%
I
894
INVST
Indiana
$816K +$85.4K +2,019 +13%
ET
895
Equitable Trust
Tennessee
$815K +$124K +2,933 +20%
LWAM
896
Legacy Wealth Asset Management
Minnesota
$813K +$739K +17,454 New
FBC
897
Fairfield, Bush & Co
Connecticut
$812K +$21.2K +500 +3%
JDR
898
Jay D. Rosenbaum
$807K -$108K -2,560 -13%
DT
899
Diversified Trust
Tennessee
$807K +$220K +5,208 +43%
BUB
900
BBVA USA Bancshares
Texas
$806K -$374K -8,828 -34%

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.