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US Bancorp

1,583 hedge funds and large institutions have $52.4B invested in US Bancorp in 2020 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 498 increasing their positions, 618 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 253 | 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: 1,4151,583 (+168)

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
1,583
Holders Change
+168
Holders Change %
+11.87%
% of All Funds
28.01%
Holding in Top 10
41
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+57.69%
% of All Funds
0.73%
New
253
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
NPF
1151
Norris Perne & French
Michigan
$367K +$19.3K +456 +6%
NNP
1152
Nachman Norwood & Parrott
South Carolina
$366K +$16.8K +396 +5%
JWM
1153
Janiczek Wealth Management
Colorado
$365K +$4.32K +102 +1%
QP
1154
Quilter Plc
United Kingdom
$365K +$19K +450 +6%
EWM
1155
Endurance Wealth Management
Rhode Island
$359K -$177K -4,175 -35%
CCIA
1156
Campbell & Co Investment Adviser
Maryland
$359K +$326K +7,700 New
EM
1157
Excalibur Management
Massachusetts
$358K -$21.2K -500 -6%
AFG
1158
Allegheny Financial Group
Pennsylvania
$357K +$325K +7,671 New
DJSG
1159
D.J. St. Germain
Massachusetts
$355K
MLFP
1160
MPS Loria Financial Planners
Illinois
$355K +$24.4K +576 +8%
ACI
1161
Alpha Cubed Investments
California
$355K +$46.7K +1,104 +17%
WPW
1162
Waldron Private Wealth
Pennsylvania
$353K -$135K -3,194 -30%
VPIM
1163
Vanguard Personalized Indexing Management
California
$352K +$41.1K +972 +15%
PJSIMP
1164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$351K -$57.8K -1,365 -14%
LCP
1165
Legacy Capital Partners
Wisconsin
$351K -$42.3K -1,000 -12%
LA
1166
LexAurum Advisors
Kansas
$347K +$19.7K +465 +7%
FG
1167
Foster Group
Iowa
$346K +$314K +7,410 New
TA
1168
Trellis Advisors
Washington
$345K +$4.4K +104 +1%
GTCM
1169
Gyon Technologies Capital Management
New Jersey
$343K +$312K +7,372 New
FWM
1170
Focused Wealth Management
New York
$342K -$29.3K -693 -9%
FAM
1171
Fenimore Asset Management
New York
$342K
IFG
1172
Investors Financial Group
Minnesota
$342K +$6.01K +142 +2%
OWA
1173
Opal Wealth Advisors
New York
$340K +$309K +7,307 New
LIA
1174
LBMC Investment Advisors
Tennessee
$339K +$2.67K +63 +0.9%
BS
1175
Boenning & Scattergood
Pennsylvania
$339K +$308K +7,278 New

USB Hedge Fund Activity: Q4 2020 in Review

1,583 of the 5,652 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: 253 funds opened new USB positions and 61 closed out — a net gain of 192 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.

  • 1,583 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.
  • 253 funds opened new US Bancorp positions in Q4 2020 and 61 closed out, a net change of +192 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.