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US Bancorp Series K Preferred Stock
USB.PRP

4 hedge funds and large institutions have $4.79M invested in US Bancorp Series K Preferred Stock in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

1% more capital invested

Capital invested by funds: $4.73M → $4.79M (+$60K)

0.02% less ownership

Funds ownership: 0.79% → 0.77% (-0.02%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
+$192K
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$27.3K

Top Sellers

Rank Fund Capital Flow
1
BFPW
BOK Financial Private Wealth
Colorado
-$315K
2
OA
Oxbow Advisors
Texas
-$8.18K
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1
Oxbow Advisors
Texas
$4.35M -$8.18K -299 -0.2%
BFPW
2
BOK Financial Private Wealth
Colorado
$222K -$315K -11,500 -58%
SIM
3
Sonora Investment Management
Arizona
$190K +$192K +7,015 +18,461%
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$27K +$27.3K +1,000 New

USB.PRP Hedge Fund Activity: Q3 2020 in Review

4 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in US Bancorp Series K Preferred Stock (USB.PRP) for Q3 2020, worth a combined $4.79M — up 1.3% from $4.73M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new USB.PRP positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Sonora Investment Management, adding an estimated $192K. The largest seller was BOK Financial Private Wealth, cutting an estimated $315K.

  • 4 institutional investors held US Bancorp Series K Preferred Stock (USB.PRP) as of Q3 2020, up from 3 in Q2 2020.
  • Funds reported $4.79M of US Bancorp Series K Preferred Stock stock for Q3 2020, up 1.3% quarter-over-quarter.
  • 1 fund opened new US Bancorp Series K Preferred Stock positions in Q3 2020 and 0 closed out, a net change of +1 holder.
  • The largest US Bancorp Series K Preferred Stock buyer in Q3 2020 was Sonora Investment Management, an estimated $192K added.
  • The largest US Bancorp Series K Preferred Stock seller in Q3 2020 was BOK Financial Private Wealth, an estimated $315K sold.

Based on aggregated 13F filings for Q3 2020.