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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
FMP
1526
Financial Management Professionals
Texas
$14K
PS
1527
Planned Solutions
California
$14K
RIM
1528
Rockbridge Investment Management
New York
$14K
SFPG
1529
Stonebridge Financial Planning Group
Florida
$14K
HCM
1530
Horrell Capital Management
Arkansas
$14K +$42 +1 +0.3%
MSFP
1531
Mark Sheptoff Financial Planning
Connecticut
$14K +$4.23K +100 +50%
TF
1532
Tompkins Financial
New York
$13K -$229K -5,423 -95%
FFG
1533
Fortem Financial Group
California
$13K +$11.8K +278 New
APW
1534
Acima Private Wealth
Virginia
$12K
IWP
1535
IAG Wealth Partners
Wisconsin
$12K
TLFA
1536
True Link Financial Advisors
California
$12K +$10.6K +250 New
JMF
1537
Johnson Midwest Financial
Iowa
$12K +$10.7K +252 New
IF
1538
Ironwood Financial
Arizona
$11K
HWA
1539
HHM Wealth Advisors
Tennessee
$10K +$8.68K +205 New
MCM
1540
McMillion Capital Management
North Carolina
$10K +$9.31K +220 New
CIA
1541
CSat Investment Advisory
Michigan
$9K -$166K -3,914 -95%
FMTCOCP
1542
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
KTC
1543
Kistler-Tiffany Companies
Pennsylvania
$9K
WAS
1544
Winch Advisory Services
Wisconsin
$9K +$3.13K +74 +67%
CAM
1545
ClariVest Asset Management
California
$8K +$7.36K +174 New
HF
1546
Halpern Financial
Virginia
$7.73K
CIM
1547
Contravisory Investment Management
Massachusetts
$7K
CFO
1548
CVA Family Office
Colorado
$7K
EIM
1549
Essex Investment Management
Massachusetts
$7K
RIA
1550
RPG Investment Advisory
California
$7K

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.