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
V
901
VeraBank
Texas
$551K
HWA
902
HCR Wealth Advisors
California
$548K +$44.2K +1,209 +9%
PP
903
Paloma Partners
Connecticut
$545K -$8.32M -227,398 -94%
RCA
904
Resonant Capital Advisors
Wisconsin
$545K -$195K -5,319 -26%
IAA
905
Independent Advisor Alliance
North Carolina
$539K -$16.4K -449 -3%
PC
906
Port Capital
Illinois
$539K +$551K +15,046 New
BWAM
907
Boyd Watterson Asset Management
Ohio
$538K
FCFC
908
First Citizens Financial Corp
Iowa
$538K +$36.6K +1,000 +7%
JMFC
909
J.M. Forbes & Co
Massachusetts
$532K
IA
910
Icon Advisers
Colorado
$531K -$1.75M -47,800 -76%
BCCM
911
Bridge Creek Capital Management
Massachusetts
$529K -$54.9K -1,500 -9%
MLL
912
Moody Lynn & Lieberson
Massachusetts
$525K
WAM
913
Wealthspire Advisors (Maryland)
Maryland
$523K -$167K -4,574 -24%
CC
914
Cadinha & Co
Hawaii
$521K -$9.88K -270 -2%
ET
915
Equitable Trust
Tennessee
$521K -$3.66K -100 -0.7%
BAM
916
Berkshire Asset Management
Pennsylvania
$519K +$264K +7,225 +100%
CFG
917
Citizens Financial Group
Rhode Island
$508K -$242K -6,604 -32%
Jones Financial Companies
918
Jones Financial Companies
Missouri
$505K -$71.1K -1,942 -12%
WSTAM
919
Wilbanks Smith & Thomas Asset Management
Virginia
$505K
WIA
920
Wealthstreet Investment Advisors
Texas
$503K -$11.6K -317 -2%
CSPIA
921
Cary Street Partners Investment Advisory
Virginia
$503K +$514K +14,037 New
LRPA
922
L. Roy Papp & Associates
Arizona
$502K -$149K -4,068 -23%
MC
923
Maverick Capital
Texas
$501K +$512K +13,985 New
HAG
924
HighPoint Advisor Group
Illinois
$499K +$22.7K +619 +5%
MMG
925
Monetary Management Group
Missouri
$498K

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.