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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
MGIA
976
Moneta Group Investment Advisors
Missouri
$427K -$43.2K -1,180 -9%
EWM
977
Endurance Wealth Management
Rhode Island
$426K -$126K -3,433 -22%
EF
978
Empirical Finance
Pennsylvania
$425K +$78.8K +2,154 +22%
CFA
979
CWS Financial Advisors
Michigan
$424K
QCM
980
Quest Capital Management
Texas
$422K +$22.5K +614 +6%
SNBOSCI
981
Security National Bank of Sioux City Iowa
Iowa
$420K
BFC
982
Bedel Financial Consulting
Indiana
$415K +$73 +2 +0%
SA
983
Strategic Advisors
New York
$413K -$307K -8,400 -43%
JFA
984
JNBA Financial Advisors
Minnesota
$413K -$296K -8,084 -41%
PCG
985
Private Capital Group
Connecticut
$413K -$36.2K -990 -8%
VC
986
Voit & Company
Wisconsin
$411K +$4.57K +125 +1%
CGL
987
Clarius Group LLC
Washington
$410K -$37.5K -1,024 -8%
QCG
988
Quadrant Capital Group
Ohio
$408K +$92.3K +2,523 +28%
IFWM
989
Institute for Wealth Management
Colorado
$407K -$1.79K -49 -0.4%
BWP
990
Baldwin Wealth Partners
Massachusetts
$406K +$11.9K +325 +3%
AAS
991
Annex Advisory Services
Wisconsin
$404K -$16.1K -441 -4%
ONB
992
Old National Bancorp
Indiana
$403K -$55K -1,504 -12%
PAI
993
Pittenger & Anderson Inc
Nebraska
$401K
MWNA
994
Marshall Wace North America
New York
$400K +$408K +11,148 New
RIG
995
Ramiah Investment Group
Wisconsin
$400K +$7.06K +193 +2%
JCM
996
Jacobi Capital Management
Pennsylvania
$399K +$19.3K +527 +5%
AC
997
Abbrea Capital
California
$398K +$62.4K +1,705 +18%
HC
998
Henshaw Capital
Massachusetts
$396K +$4.39K +120 +1%
LWAC
999
Laurel Wealth Advisors (California)
California
$396K -$1.68K -46 -0.4%
RM
1000
Resource Management
Louisiana
$390K +$37 +1 +0%

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.