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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
CCA
1076
Checchi Capital Advisers
California
$449K -$42.8K -1,011 -9%
PFO
1077
Pathstone Family Office
New Jersey
$448K +$77.2K +1,824 +23%
LWM
1078
Loveless Wealth Management
Montana
$446K -$14.8K -350 -4%
AMG
1079
Advisors Management Group
Wisconsin
$446K +$14.8K +350 +4%
AWE
1080
Avidian Wealth Enterprises
Texas
$445K -$4.11K -97 -1%
BAM
1081
Baldrige Asset Management
Pennsylvania
$445K
AAM
1082
Auxier Asset Management
Oregon
$444K
WCM
1083
Weik Capital Management
Pennsylvania
$443K +$14.8K +350 +4%
MIP
1084
Marietta Investment Partners
Wisconsin
$439K -$22K -521 -5%
PAMP
1085
Polar Asset Management Partners
Ontario, Canada
$439K -$3.09K -73 -0.8%
ME
1086
McIlrath & Eck
Washington
$439K +$202K +4,766 +103%
LFG
1087
Lazard Frères Gestion
France
$439K +$398K +9,400 New
MIM
1088
Marco Investment Management
Georgia
$438K
SFO
1089
Standard Family Office
South Dakota
$438K +$397K +9,391 New
YIH
1090
Y-Intercept (HK)
Hong Kong
$436K +$399K +9,437 New
MFG
1091
MidWestOne Financial Group
Iowa
$434K
NQWM
1092
Northwest Quadrant Wealth Management
Oregon
$434K +$43.2K +1,022 +12%
NIC
1093
Northwest Investment Counselors
Oregon
$431K +$79.7K +1,884 +26%
ECM
1094
Evergreen Capital Management
Washington
$428K -$1.35M -32,007 -78%
FNB
1095
Farmers National Bank
Kentucky
$426K +$387K +9,143 New
TAM
1096
Trust Asset Management
Texas
$425K +$86K +2,033 +29%
CCMG
1097
Clark Capital Management Group
Pennsylvania
$424K -$277K -6,550 -42%
PGIM
1098
Pacific Global Investment Management
California
$424K
MWC
1099
MBM Wealth Consultants
Missouri
$423K +$18.5K +437 +5%
TA
1100
Tiedemann Advisors
New York
$422K +$381K +8,996 New

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.