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US Bancorp
USB

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: 26 → 41 (+15)

31% more capital invested

Capital invested by funds: $40B → $52.4B (+$12.4B)

12% more funds holding

Funds holding: 1,415 → 1,582 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$228M
2
Ameriprise
Ameriprise
Minnesota
+$77.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$75M
4
SSA
Schonfeld Strategic Advisors
New York
+$62.4M
5
CP
Coho Partners
Pennsylvania
+$59.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$203M
2
DCP
D1 Capital Partners
New York
-$168M
3
Bank of America
Bank of America
North Carolina
-$160M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$138M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$91M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1051
RDA Financial Network
Iowa
$490K -$122K -2,885 -22%
SCA
1052
Sage Capital Advisors
South Dakota
$489K – – –
IMA
1053
Investment Management Associates
Colorado
$483K +$439K +10,366 New
NAS
1054
Nicolet Advisory Services
Wisconsin
$480K +$98.6K +2,329 +29%
DWM
1055
Defined Wealth Management
Oregon
$480K +$436K +10,295 New
ACM
1056
Azimuth Capital Management
Michigan
$475K -$22.2K -525 -5%
EH
1057
Employers Holdings
Nevada
$475K – – –
JCM
1058
Jacobi Capital Management
Pennsylvania
$475K +$11.1K +262 +3%
HS
1059
Haafor (Singapore)
Singapore
$474K +$430K +10,170 New
KCPG
1060
Kavar Capital Partners Group
Kansas
$473K – – –
MBT
1061
Montecito Bank & Trust
California
$473K +$167K +3,950 +64%
AB
1062
Atlas Brown
Kentucky
$470K +$254 +6 +0.1%
SCA
1063
Snowden Capital Advisors
New York
$468K +$66.1K +1,561 +18%
BPC
1064
Banque Pictet & Cie
Switzerland
$468K – – –
FPWM
1065
FSB Premier Wealth Management
Iowa
$463K +$421K +9,939 New
FM
1066
Family Management
New York
$462K -$18.7K -441 -4%
GC
1067
Gilbert & Cook
Iowa
$461K +$56.2K +1,328 +16%
BFG
1068
Beacon Financial Group
Texas
$461K +$392K +9,274 New
CST
1069
Charles Schwab Trust
Nevada
$459K -$9.52K -225 -2%
MC
1070
Middleton & Co
Massachusetts
$458K -$4.23K -100 -1%
SS
1071
Sunbelt Securities
Texas
$454K +$413K +9,754 New
GI
1072
GAMCO Investors
Connecticut
$452K – – –
TB
1073
Terril Brothers
Missouri
$452K – – –
MCI
1074
McDonald Capital Investors
California
$450K – – –
SWA
1075
Stratos Wealth Advisors
Ohio
$450K +$408K +9,650 New
41 42
43
44 45

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.