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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
BWP
1026
Baldwin Wealth Partners
Massachusetts
$528K
CT
1027
Caldwell Trust
Florida
$527K -$198K -4,690 -29%
CC
1028
Chicago Capital
Illinois
$524K +$17.4K +412 +4%
OL
1029
Optas LLC
Texas
$522K -$498K -11,757 -51%
PAI
1030
Pittenger & Anderson Inc
Nebraska
$521K
LWAC
1031
Laurel Wealth Advisors (California)
California
$521K +$6.18K +146 +1%
EDRIA
1032
Edmonds Duncan Registered Investment Advisors
Kansas
$520K
RPC
1033
Rossmore Private Capital
Connecticut
$519K -$96.9K -2,290 -17%
PWP
1034
Personal Wealth Partners
Minnesota
$516K -$225K -5,325 -32%
DAS
1035
Dynamic Advisor Solutions
Arizona
$513K -$54.8K -1,294 -11%
CSPIA
1036
Cary Street Partners Investment Advisory
Virginia
$512K -$129K -3,044 -22%
WGA
1037
Weather Gauge Advisory
Virginia
$510K -$116K -2,731 -20%
AIM
1038
Acropolis Investment Management
Missouri
$509K +$126K +2,981 +38%
BEAM
1039
Baker Ellis Asset Management
Washington
$508K -$256K -6,050 -36%
ONB
1040
Old National Bancorp
Indiana
$507K -$15.2K -360 -3%
RM
1041
Resource Management
Louisiana
$506K +$42 +1 +0%
FAIM
1042
Financial Advocates Investment Management
Washington
$504K +$24K +568 +6%
BWA
1043
Burt Wealth Advisors
Maryland
$504K +$405K +9,575 +777%
SA
1044
Strategic Advisors
New York
$501K -$39.3K -928 -8%
WPA
1045
West Paces Advisors
Georgia
$499K +$8.04K +190 +2%
IFWM
1046
Institute for Wealth Management
Colorado
$498K -$28.4K -672 -6%
MME
1047
Meag Munich Ergo
Germany
$496K +$455K +10,745 New
CFA
1048
CWS Financial Advisors
Michigan
$495K -$50.8K -1,201 -10%
PB
1049
Pinnacle Bancorp
Nebraska
$495K
QCM
1050
Quest Capital Management
Texas
$492K -$51.2K -1,210 -10%

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.