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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
TIM
1451
Tortoise Investment Management
New York
$55K +$4.7K +111 +10%
SMG
1452
Spectrum Management Group
Indiana
$53K -$17.9K -423 -27%
CCM
1453
Cribstone Capital Management
Maine
$53K +$2.12K +50 +5%
TI
1454
tru Independence
Oregon
$51.3K +$49.7K +1,175 +65%
BAM
1455
Bellevue Asset Management
Washington
$51K
BCM
1456
Blume Capital Management
California
$51K
SNT
1457
Security National Trust
West Virginia
$51K
EA
1458
Elm Advisors
California
$51K +$46.5K +1,100 New
PFGIA
1459
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$16.4K +388 +59%
AIC
1460
Archer Investment Corporation
Indiana
$48.4K
RWML
1461
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$48.4K
SGAM
1462
Smith Group Asset Management
Texas
$48K -$1.44K -34 -3%
BAMG
1463
Brand Asset Management Group
Missouri
$48K
SIAG
1464
Safeguard Investment Advisory Group
California
$48K +$44.3K +1,048 New
RE
1465
RBC Europe
United Kingdom
$47.8K -$12.7K -300 -23%
CAM
1466
Costello Asset Management
Pennsylvania
$47K
AA
1467
Addison Advisors
Vermont
$47K +$42.3K +1,000 New
PCFFS
1468
Pacific Center for Financial Services
California
$46K -$635 -15 -1%
PCA
1469
Providence Capital Advisors
North Carolina
$43K -$3.52M -83,073 -99%
WWM
1470
Wolff Wiese Magana
California
$43K +$38.9K +920 New
CCA
1471
Childress Capital Advisors
Texas
$42K +$38.3K +904 New
FA
1472
Financial Avengers
California
$42K +$38.3K +906 New
GSAM
1473
Grant Street Asset Management
Pennsylvania
$41K +$37.3K +881 New
ST
1474
Sageworth Trust
Pennsylvania
$41K +$37.6K +889 New
MAM
1475
Magellan Asset Management
Australia
$40K -$45.7K -1,081 -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: 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.