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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
TF
1201
Tompkins Financial
New York
$204K -$64.6K -1,765 -24%
HI
1202
Hendershot Investments
Virginia
$204K
HFRG
1203
Houlihan Financial Resource Group
Virginia
$204K +$171K +4,669 New
WA
1204
Wealth Alliance
New York
$204K +$209K +5,701 New
NFG
1205
Next Financial Group
Texas
$204K +$209K +5,708 New
IA
1206
IFP Advisors
Florida
$203K +$2.85K +78 +1%
AWA
1207
ARS Wealth Advisors
Florida
$202K +$329 +9 +0.2%
KPCM
1208
Kings Point Capital Management
New York
$202K +$62.2K +1,700 +43%
AWA
1209
Arete Wealth Advisors
Illinois
$202K +$201K +5,483 New
BA
1210
Ballast Advisors
Minnesota
$201K -$38.6K -1,054 -16%
AC
1211
Alley Company
Illinois
$201K
UCI
1212
Uncommon Cents Investing
Wisconsin
$201K
CSWG
1213
Cardinal Strategic Wealth Guidance
Kentucky
$200K -$11.5K -314 -5%
PIM
1214
Progressive Investment Management
Oregon
$200K
S
1215
SignatureFD
Georgia
$191K -$6.51K -178 -3%
SSB
1216
Sandy Spring Bank
Maryland
$191K -$3.37K -92 -2%
LB
1217
Legacy Bridge
Iowa
$178K
T
1218
TOBAM
France
$171K +$175K +4,781 New
CCA
1219
Column Capital Advisors
Indiana
$167K -$65.3K -1,785 -28%
ME
1220
McIlrath & Eck
Washington
$167K +$94.2K +2,574 +124%
TCM
1221
Tradewinds Capital Management
Washington
$162K
MG
1222
MilWealth Group
Wisconsin
$162K
HS
1223
Horan Securities
United States
$158K -$3.07K -84 -2%
WAM
1224
Wolverine Asset Management
Illinois
$157K -$147K -4,016 -48%
ACM
1225
AUA Capital Management
Pennsylvania
$156K +$2.96K +81 +2%

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.