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US Bancorp

1,416 hedge funds and large institutions have $40B invested in US Bancorp in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 467 increasing their positions, 622 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% less ownership

Funds ownership: 74.55%74.04% (-0.51%)

1% less funds holding

Funds holding: 1,4301,416 (-14)

1% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 101

3% less capital invested

Capital invested by funds: $41.4B → $40B (-$1.38B)

8% less call options, than puts

Call options by funds: $297M | Put options by funds: $324M

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

25% less repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 622

Holders
1,416
Holders Change
-14
Holders Change %
-0.98%
% of All Funds
28.57%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.52%
New
100
Increased
467
Reduced
622
Closed
101
Calls
$297M
Puts
$324M
Net Calls
-$27.2M
Net Calls Change
-$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
701
Farmers & Merchants Trust Company
California
$1.2M -$7.46K -204 -0.6%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$1.19M -$10.6K -291 -0.9%
OIS
703
Okabena Investment Services
Minnesota
$1.18M +$1.21M +32,946 New
MAM
704
Meeder Asset Management
Ohio
$1.18M +$804K +21,966 +203%
LPT
705
Legacy Private Trust
Wisconsin
$1.17M -$164K -4,468 -12%
CT
706
Cambridge Trust
Massachusetts
$1.17M +$36K +985 +3%
APP
707
Avantax Planning Partners
Iowa
$1.17M -$54.6K -1,491 -4%
HA
708
HYA Advisors
Missouri
$1.17M +$805 +22 +0.1%
IWA
709
Intercontinental Wealth Advisors
Texas
$1.16M +$467K +12,756 +65%
OPS
710
Orion Portfolio Solutions
Nebraska
$1.16M +$134K +3,675 +13%
IWP
711
Icon Wealth Partners
Texas
$1.16M +$1.18M +32,338 New
WS
712
Wedbush Securities
California
$1.15M +$52.7K +1,439 +5%
LF
713
Lantz Financial
Illinois
$1.14M +$32K +874 +3%
JWCA
714
J.W. Cole Advisors
Florida
$1.14M +$1.16M +31,820 New
PO
715
Private Ocean
California
$1.14M +$956K +26,110 +459%
ST
716
Somerset Trust
Pennsylvania
$1.14M +$27.4K +749 +2%
FIA
717
Foundations Investment Advisors
Arizona
$1.13M -$465K -12,704 -29%
VNA
718
Valley National Advisers
Pennsylvania
$1.13M -$199K -5,438 -15%
CCM
719
Cadence Capital Management
Massachusetts
$1.11M -$288K -7,858 -20%
SIMM
720
Stillwater Investment Management (Minnesota)
Minnesota
$1.11M -$120K -3,271 -10%
TSWM
721
Triangle Securities Wealth Management
North Carolina
$1.1M -$129K -3,534 -10%
FMBTD
722
First Midwest Bank Trust Division
Illinois
$1.1M +$165K +4,507 +17%
FLPIM
723
F.L. Putnam Investment Management
Massachusetts
$1.1M -$22.5K -615 -2%
IG
724
ING Group
Netherlands
$1.09M +$686K +18,744 +162%
VC
725
Vicus Capital
Pennsylvania
$1.09M +$1.11M +30,329 New

USB Hedge Fund Activity: Q3 2020 in Review

1,416 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2020, worth a combined $40B — down 3.3% from $41.4B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of USB and 100 opened new positions — a net loss of 1 holder — while 622 trimmed existing stakes and 467 added.

The largest buyer was Davis Selected Advisers, adding an estimated $137M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,416 institutional investors held US Bancorp (USB) as of Q3 2020, down from 1,430 in Q2 2020.
  • Funds reported $40B of US Bancorp stock for Q3 2020, down 3.3% quarter-over-quarter.
  • 100 funds opened new US Bancorp positions in Q3 2020 and 101 closed out, a net change of -1 holder.
  • The largest US Bancorp buyer in Q3 2020 was Davis Selected Advisers, an estimated $137M added.
  • The largest US Bancorp seller in Q3 2020 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2020.