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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
CWC
1251
Carolinas Wealth Consulting
North Carolina
$114K +$85.7K +2,341 +282%
SBSB
1252
Sullivan, Bruyette, Speros & Blaney
Virginia
$112K -$21.2K -579 -16%
TFS
1253
TrustCore Financial Services
Tennessee
$112K -$11K -300 -9%
TC
1254
Trust Company
Kansas
$112K -$7.32K -200 -6%
HPC
1255
HM Payson & Co
Maine
$110K -$11.9K -324 -10%
LWM
1256
Liberty Wealth Management
California
$110K +$293 +8 +0.3%
GSWM
1257
Golden State Wealth Management
California
$108K -$165K -4,507 -60%
WB
1258
West Bancorporation
Iowa
$108K -$12.1K -330 -10%
BC
1259
Barnett & Company
Tennessee
$108K
EW
1260
Evoke Wealth
California
$107K +$6.37K +174 +6%
CHAM
1261
Clear Harbor Asset Management
Connecticut
$103K +$105K +2,875 New
GEA
1262
Glen Eagle Advisors
New Jersey
$96.9K -$1.1K -30 -1%
GAM
1263
Gemmer Asset Management
California
$96K
RAM
1264
Riggs Asset Management
Pennsylvania
$95K +$89.7K +2,450 +1,119%
VCM
1265
Vigilant Capital Management
Maine
$89K -$10.9K -297 -11%
HCA
1266
Horan Capital Advisors
Ohio
$88K +$89.5K +2,446 New
CBT
1267
Central Bank & Trust
Kentucky
$85K -$70.8K -1,935 -45%
WEC
1268
Winslow Evans & Crocker
Massachusetts
$83K +$22K +600 +35%
AF
1269
Allworth Financial
California
$79K -$22.1K -603 -21%
VRM
1270
Vectors Research Management
New York
$78K
MA
1271
MCF Advisors
Kentucky
$77K -$67.7K -1,849 -46%
CFA
1272
Carroll Financial Associates
North Carolina
$75K -$14.8K -405 -16%
HFS
1273
HBC Financial Services
Washington
$73K
LFG
1274
Larson Financial Group
Missouri
$72K +$403 +11 +0.6%
1IA
1275
1834 Investment Advisors
Wisconsin
$71K

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.