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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
CISOA
901
Capital Investment Services of America
Wisconsin
$800K -$20.1K -475 -3%
SN
902
Sittner & Nelson
Oregon
$799K +$726K +17,148 New
KA
903
Kintegral Advisory
New York
$794K
MWM
904
Mattern Wealth Management
Kansas
$783K -$870K -20,550 -55%
ADIM
905
Alpha DNA Investment Management
Maryland
$783K +$712K +16,821 New
LSA
906
L & S Advisors
California
$778K -$9.52K -225 -1%
IA
907
IFG Advisors
Missouri
$775K +$635 +15 +0.1%
SYBT
908
Stock Yards Bank & Trust
Kentucky
$774K +$27.5K +650 +4%
CWM
909
Concentric Wealth Management
California
$772K -$32.4K -765 -4%
PWM
910
Perigon Wealth Management
California
$770K +$11.6K +274 +2%
FCFC
911
First Citizens Financial Corp
Iowa
$763K +$58.2K +1,375 +9%
HWA
912
HCR Wealth Advisors
California
$757K +$41.8K +988 +6%
ARMC
913
American Research & Management Company
Massachusetts
$756K +$19.4K +458 +3%
STC
914
Sarah T. Connolly
$755K +$686K +16,201 New
FCH
915
Freestone Capital Holdings
Washington
$754K +$5.25K +124 +0.8%
WTC
916
WhitTier Trust Company
Nevada
$753K
DPIM
917
Duff & Phelps Investment Management
Illinois
$751K -$19K -450 -3%
WANY
918
Wealthspire Advisors (New York)
New York
$749K +$411K +9,701 +152%
OPWM
919
Oxinas Partners Wealth Management
Indiana
$749K +$680K +16,080 New
B
920
Barings
North Carolina
$741K -$1.15M -27,191 -63%
SMC
921
Smith, Moore & Co
Missouri
$737K -$95.2K -2,249 -12%
MFP
922
Meridian Financial Partners
Virginia
$729K -$34.5K -816 -5%
HAG
923
HighPoint Advisor Group
Illinois
$728K +$125K +2,948 +24%
LJAC
924
L.J. Altfest & Co
New York
$724K
QCG
925
Quadrant Capital Group
Ohio
$724K +$176K +4,148 +36%

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.