We are live on ! Find out more
USB icon

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
COCM
1426
Charter Oak Capital Management
New Hampshire
$85K +$77.6K +1,834 New
CWP
1427
Concord Wealth Partners
Virginia
$84K +$76.7K +1,813 New
ZB
1428
Zions Bancorporation
Utah
$81K +$13.7K +323 +23%
DWMG
1429
DB Wealth Management Group
California
$79K +$72K +1,702 New
JGIA
1430
Jackson Grant Investment Advisers
Connecticut
$75K
RA
1431
Reby Advisors
Connecticut
$75K +$68.2K +1,612 New
AIM
1432
Anchor Investment Management
South Carolina
$74.5K
SCM
1433
Silvant Capital Management
Georgia
$74K
FCB
1434
First Command Bank
Texas
$72K -$4.91K -116 -7%
FCFS
1435
First Command Financial Services
Texas
$72K -$4.91K -116 -7%
WR
1436
WD Rutherford
Oregon
$71K +$64.3K +1,520 New
DWP
1437
Destiny Wealth Partners
Florida
$69K +$62.9K +1,486 New
WB
1438
Webster Bank
Connecticut
$67K
CMA
1439
Cedar Mountain Advisors
Oregon
$66K +$85 +2 +0.1%
PMFA
1440
Plante Moran Financial Advisors
Michigan
$66K +$169 +4 +0.3%
LWA
1441
Lenox Wealth Advisors
New York
$66K +$30.6K +722 +105%
VCM
1442
Versant Capital Management
Arizona
$60K +$1.61K +38 +3%
RG
1443
Retirement Group
California
$59K
FBT
1444
First Bank & Trust
South Dakota
$58K -$7.36K -174 -12%
HDIM
1445
Hanson & Doremus Investment Management
Vermont
$58K
LC
1446
Lindbrook Capital
California
$58K +$8.21K +194 +19%
MAM
1447
Marquette Asset Management
Minnesota
$57K
BWA
1448
BDO Wealth Advisors
Florida
$56K
TSW
1449
Thompson Siegel & Walmsley
Virginia
$56K
SFSIG
1450
San Francisco Sentry Investment Group
California
$55K -$10.2K -242 -17%

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.