We are live on ! Find out more
USB icon

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
BP
876
Ballentine Partners
Massachusetts
$599K +$42.5K +1,160 +7%
WCM
877
Weld Capital Management
New York
$599K +$311K +8,490 +103%
JF
878
Jump Financial
Illinois
$599K +$611K +16,700 New
PP
879
Palladium Partners
Virginia
$598K -$6.4K -175 -1%
IA
880
IFG Advisors
Missouri
$596K
DA
881
Detalus Advisors
Missouri
$594K -$56.2K -1,535 -8%
DPIM
882
Duff & Phelps Investment Management
Illinois
$594K
LCM
883
Laurion Capital Management
New York
$594K +$596K +16,281 +5,427%
PWP
884
Personal Wealth Partners
Minnesota
$588K
WP
885
WealthPLAN Partners
Nebraska
$584K -$12.4K -339 -2%
PWM
886
Perigon Wealth Management
California
$582K +$33.7K +922 +6%
WTC
887
WhitTier Trust Company
Nevada
$579K +$3.66K +100 +0.6%
WT
888
Whittier Trust
California
$578K +$293 +8 +0%
FCH
889
Freestone Capital Holdings
Washington
$576K +$6.59K +180 +1%
AC
890
Addison Capital
Pennsylvania
$574K
O
891
Ossiam
France
$574K +$508K +13,870 +644%
CT
892
Caldwell Trust
Florida
$574K -$215K -5,874 -27%
SYBT
893
Stock Yards Bank & Trust
Kentucky
$572K +$14.6K +400 +3%
ARMC
894
American Research & Management Company
Massachusetts
$565K -$29.9K -817 -5%
CCMG
895
Clark Capital Management Group
Pennsylvania
$561K -$2.75K -75 -0.5%
PCM
896
Poehling Capital Management
Wisconsin
$558K
I
897
INVST
Indiana
$558K +$30.6K +835 +6%
LJAC
898
L.J. Altfest & Co
New York
$557K
CA
899
Clearstead Advisors
Ohio
$555K -$6.29K -172 -1%
PAIM
900
Punch & Associates Investment Management
Minnesota
$553K

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.