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US Bancorp
USB

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: 26 → 41 (+15)

31% more capital invested

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

12% more funds holding

Funds holding: 1,415 → 1,583 (+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

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
GA
1326
Geller Advisors
New York
$225K +$130K +3,067 New
GPA
1327
Garrison Point Advisors
California
$225K +$205K +4,840 New
LCM
1328
LVM Capital Management
Michigan
$224K +$204K +4,816 New
T
1329
TOBAM
France
$223K – – –
W
1330
WealthStone
Ohio
$222K +$202K +4,774 New
PP
1331
Paloma Partners
Connecticut
$221K -$443K -10,462 -69%
LIM
1332
Loudon Investment Management
New Hampshire
$221K +$200K +4,735 New
HCP
1333
Holt Capital Partners
Texas
$221K +$201K +4,750 New
SVWAG
1334
Sound View Wealth Advisors Group
Georgia
$218K +$198K +4,669 New
SDWIA
1335
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$198K +4,671 New
FIM
1336
Freedom Investment Management
Connecticut
$218K +$198K +4,678 New
PPCM
1337
Pillar Pacific Capital Management
California
$217K +$197K +4,650 New
FANJ
1338
Financial Architects (New Jersey)
New Jersey
$215K +$196K +4,623 New
FB
1339
Fulton Bank
Pennsylvania
$214K +$194K +4,582 New
JIC
1340
Joel Isaacson & Co
New York
$214K +$194K +4,587 New
TI
1341
Tidal Investments
Wisconsin
$214K +$195K +4,603 New
VBFP
1342
Valtinson Bruner Financial Planning
Minnesota
$213K +$180K +4,258 New
TWM
1343
Titus Wealth Management
California
$213K +$193K +4,563 New
AC
1344
Allstate Corporation
Illinois
$213K +$193K +4,570 New
FNFDCM
1345
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$212K +$192K +4,541 New
FWM
1346
Frontier Wealth Management
Missouri
$212K +$193K +4,558 New
TCM
1347
Tradewinds Capital Management
Washington
$211K – – –
MG
1348
MilWealth Group
Wisconsin
$210K – – –
GHAM
1349
Gilman Hill Asset Management
Connecticut
$210K +$190K +4,500 New
SLWA
1350
San Luis Wealth Advisors
California
$210K +$191K +4,515 New
52 53
54
55 56

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.