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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
CIP
1301
Convergence Investment Partners
Florida
$244K -$1.83M -43,250 -89%
MPCG
1302
Matrix Private Capital Group
New York
$241K +$217K +5,132 New
YL
1303
YCG LLC
Texas
$240K +$218K +5,145 New
AFS
1304
Annapolis Financial Services
Maryland
$240K +$218K +5,147 New
QIM
1305
Quest Investment Management
Oregon
$240K +$218K +5,157 New
KFP
1306
KMG Fiduciary Partners
Ohio
$240K +$219K +5,183 New
PCM
1307
Pointe Capital Management
Michigan
$237K -$55K -1,300 -20%
IWM
1308
IHT Wealth Management
Illinois
$237K +$216K +5,097 New
SW
1309
SlateStone Wealth
Florida
$236K +$214K +5,057 New
BFPW
1310
BOK Financial Private Wealth
Colorado
$236K +$215K +5,073 New
WA
1311
Wealth Alliance
New York
$235K -$28.1K -664 -12%
CCG
1312
Cypress Capital Group
Florida
$235K +$214K +5,047 New
HCA
1313
Hyperion Capital Advisors
New York
$233K +$212K +5,000 New
RCAG
1314
Rehmann Capital Advisory Group
Michigan
$232K +$211K +4,988 New
LB
1315
Legacy Bridge
Iowa
$231K
PCMK
1316
Paragon Capital Management (Kansas)
Kansas
$231K +$209K +4,950 New
EWA
1317
Encompass Wealth Advisors
Oregon
$231K +$210K +4,955 New
FI
1318
FormulaFolio Investments
Michigan
$230K +$209K +4,927 New
PCA
1319
Personal Capital Advisors
California
$230K +$209K +4,938 New
EP
1320
EPIQ Partners
Minnesota
$229K -$48.3K -1,141 -19%
EI
1321
Ellevest Inc
New York
$228K +$43.3K +1,024 +26%
AFS
1322
Axiom Financial Strategies
Indiana
$227K
BDF
1323
Balasa Dinverno & Foltz
$227K +$206K +4,870 New
GI
1324
Gradient Investments
Minnesota
$226K -$3.89K -92 -1%
MHIC
1325
Marble Harbor Investment Counsel
Massachusetts
$226K +$205K +4,854 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.