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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
MSAM
1176
Moloney Securities Asset Management
Missouri
$338K +$17K +401 +6%
VFA
1177
Valeo Financial Advisors
Indiana
$337K -$56.6K -1,338 -16%
PBT
1178
Pictet Bank & Trust
Bahamas
$335K
ITIM
1179
Indiana Trust & Investment Management
Indiana
$335K +$5.75K +136 +2%
CIC
1180
Chase Investment Counsel
Virginia
$335K +$8.68K +205 +3%
PFT
1181
Providence First Trust
Arizona
$333K +$302K +7,140 New
RIM
1182
Regent Investment Management
Kentucky
$332K -$25.7K -607 -8%
CFFP
1183
Center for Financial Planning
Michigan
$332K
HVIA
1184
Hudson Valley Investment Advisors
New York
$332K
IHL
1185
Investment House LLC
California
$331K +$4.23K +100 +1%
GSWM
1186
Golden State Wealth Management
California
$331K +$174K +4,109 +137%
CFA
1187
Cahill Financial Advisors
Minnesota
$331K +$301K +7,106 New
SFG
1188
SNS Financial Group
Minnesota
$329K -$6.98K -165 -2%
CIM
1189
CIM Investment Management
Pennsylvania
$328K -$4.87K -115 -2%
IAN
1190
Integrated Advisors Network
Texas
$328K +$4.27K +101 +1%
BCM
1191
Bayesian Capital Management
New York
$326K +$296K +7,000 New
DAM
1192
Doheny Asset Management
California
$324K -$21.2K -500 -7%
KA
1193
Kovack Advisors
Florida
$322K +$14.1K +334 +5%
TCM
1194
Tributary Capital Management
Nebraska
$321K -$12.7K -300 -4%
LSAG
1195
Lake Street Advisors Group
New Hampshire
$320K +$13.6K +321 +5%
BFO
1196
Boston Family Office
Massachusetts
$319K +$290K +6,842 New
EFG
1197
Everhart Financial Group
Ohio
$319K +$290K +6,854 New
HL
1198
HeadInvest LLC
Maine
$317K +$288K +6,800 New
CA
1199
Clearstead Advisors
Ohio
$314K -$370K -8,748 -56%
RWA
1200
Redhawk Wealth Advisors
Minnesota
$314K

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.