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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
AWM
726
Altium Wealth Management
New York
$1.08M +$354K +9,675 +47%
LIM
727
Leavell Investment Management
Alabama
$1.08M -$232K -6,350 -18%
PA
728
Profund Advisors
Maryland
$1.08M +$22.1K +605 +2%
AL
729
Arnhold LLC
New York
$1.08M
RSWM
730
Robertson Stephens Wealth Management
California
$1.07M -$33.2K -908 -3%
TC
731
Telemus Capital
Michigan
$1.07M -$53.6K -1,466 -5%
EOJOAM
732
E. Ohman J:or Asset Management
Sweden
$1.07M -$62.2K -1,700 -5%
SFG
733
SevenBridge Financial Group
Pennsylvania
$1.07M -$118K -3,237 -10%
SW
734
SVB Wealth
Massachusetts
$1.06M +$30.5K +834 +3%
FAM
735
Formidable Asset Management
Ohio
$1.06M -$5.16K -141 -0.5%
AF
736
Arrow Financial
New York
$1.05M -$65.2K -1,782 -6%
MC
737
Moors & Cabot
Massachusetts
$1.05M +$220 +6 +0%
NRS
738
Neville Rodie & Shaw
New York
$1.04M
WIS
739
Wright Investors Service
Connecticut
$1.03M +$96K +2,622 +10%
BSA
740
Bull Street Advisors
Georgia
$1.03M +$112K +3,061 +12%
IA
741
IFG Advisory
Georgia
$1.02M +$93.3K +2,549 +10%
SFS
742
Sowell Financial Services
Arkansas
$1.02M +$187K +5,102 +22%
MCAI
743
Members Capital Advisors Inc
Wisconsin
$1.01M +$1.03M +28,063 New
MCM
744
MAI Capital Management
Ohio
$1M -$44.4K -1,214 -4%
GCC
745
Game Creek Capital
Massachusetts
$1M -$421K -11,500 -29%
ATPW
746
Ashton Thomas Private Wealth
Arizona
$1M -$757K -20,690 -43%
CNC
747
Canandaigua National Corp
New York
$1M +$1.94K +53 +0.2%
NSIM
748
North Star Investment Management
Illinois
$999K +$8.53K +233 +0.8%
NB
749
NBT Bank
New York
$996K -$2.12K -58 -0.2%
WG
750
Welch Group
Alabama
$996K +$12.4K +339 +1%

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.