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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 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: 1,4161,583 (+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
1,583
Holders Change
+167
Holders Change %
+11.79%
% 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
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
LWM
1376
Liberty Wealth Management
California
$180K +$47.9K +1,133 +37%
WT
1377
Washington Trust
Rhode Island
$178K
BCA
1378
Berman Capital Advisors
Georgia
$175K +$3.89K +92 +2%
SWA
1379
Sutton Wealth Advisors
Florida
$170K +$931 +22 +0.6%
PFBT
1380
Parkside Financial Bank & Trust
Missouri
$168K -$202K -4,783 -57%
EP
1381
Eudaimonia Partners
Tennessee
$167K +$508 +12 +0.3%
AssetMark Inc
1382
AssetMark Inc
California
$165K +$13.7K +324 +10%
HI
1383
Hudock Inc
Pennsylvania
$163K +$1.48K +35 +1%
CBT
1384
CoreFirst Bank & Trust
Kansas
$162K +$148K +3,486 New
ST
1385
Smithfield Trust
Pennsylvania
$155K -$26.7K -630 -16%
ACA
1386
Atlas Capital Advisors
Wyoming
$154K +$140K +3,314 New
OC
1387
Oakworth Capital
Alabama
$154K
CCA
1388
Column Capital Advisors
Indiana
$151K -$59.6K -1,409 -30%
CWC
1389
Carolinas Wealth Consulting
North Carolina
$148K -$1.1K -26 -0.8%
TFS
1390
TrustCore Financial Services
Tennessee
$146K
CCMW
1391
Cypress Capital Management (Wyoming)
Wyoming
$145K
KPCM
1392
Kings Point Capital Management
New York
$144K -$108K -2,546 -45%
MCAI
1393
Members Capital Advisors Inc
Wisconsin
$143K -$1.06M -25,000 -89%
BC
1394
Barnett & Company
Tennessee
$140K
NWA
1395
Navis Wealth Advisors
New York
$140K +$127K +3,000 New
FHA
1396
First Horizon Advisors
Tennessee
$137K +$55.6K +1,313 +79%
TC
1397
Trust Company
Kansas
$133K -$11.2K -264 -8%
EW
1398
Evoke Wealth
California
$133K -$5.37K -127 -4%
BAM
1399
Belpointe Asset Management
Nevada
$131K -$30.7K -726 -20%
LSA
1400
Leonteq Securities AG
Switzerland
$130K +$118K +2,795 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: 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.

  • 1,583 institutional investors held US Bancorp (USB) as of Q4 2020, up from 1,416 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.