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
GFPC
1501
Global Financial Private Client
Florida
$23.8K +$1.69K +40 +9%
ONST
1502
Old North State Trust
North Carolina
$23K -$16.2K -382 -44%
SFG
1503
Sowa Financial Group
Rhode Island
$23K
BWM
1504
Birchcreek Wealth Management
Ohio
$23K +$21.2K +500 New
OCM
1505
Orion Capital Management
California
$23K +$21.2K +500 New
ICP
1506
Interchange Capital Partners
Pennsylvania
$23K +$21.7K +513 New
TAM
1507
Tucker Asset Management
Colorado
$23K +$20.9K +493 New
PWMG
1508
Prestige Wealth Management Group
New Jersey
$22K -$5.21K -123 -21%
YAL
1509
Your Advocates Ltd
Texas
$22K
BWL
1510
Bogart Wealth LLC
Virginia
$22K +$42 +1 +0.2%
AWA
1511
Arkadios Wealth Advisors
Georgia
$22K +$381 +9 +2%
PCIA
1512
Prime Capital Investment Advisors
Kansas
$21K -$1.56M -36,815 -99%
AWMS
1513
Advocacy Wealth Management Services
Georgia
$21K
ETI
1514
Enterprise Trust & Investment
California
$21K
RCA
1515
Ranch Capital Advisors
Florida
$21K +$6.35K +150 +48%
WCMN
1516
Westchester Capital Management (Nebraska)
Nebraska
$20K
FNBOSM
1517
First National Bank of South Miami
Florida
$19K +$9.22K +218 +109%
SC
1518
Sawyer & Company
Massachusetts
$17K -$20.1K -475 -56%
MGIM
1519
M&G Investment Management
United Kingdom
$16.1K -$50.3K -1,188 -0.3%
HCP
1520
Hexagon Capital Partners
Arkansas
$16K -$3.6K -85 -19%
AFG
1521
Albion Financial Group
Utah
$16K +$14.1K +333 New
IA
1522
IFS Advisors
Kansas
$16K +$15.1K +357 New
MAM
1523
McCarthy Asset Management
California
$15K +$14K +331 New
LS
1524
Leelyn Smith
Illinois
$14K -$2.29K -54 -15%
CAL
1525
Capital Advisors Ltd
Ohio
$14K

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.