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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
SC
1326
Sawyer & Company
Massachusetts
$30K
SLF
1327
Sun Life Financial
Ontario, Canada
$29K -$1.32K -36 -4%
SMFG
1328
Sumitomo Mitsui Financial Group
Japan
$28K -$69.2K -1,890 -70%
GCM
1329
Gables Capital Management
Florida
$28K -$2.01K -55 -7%
NPP
1330
New Potomac Partners
Maryland
$28K
SL
1331
Savior LLC
Massachusetts
$28K
NC
1332
NewSquare Capital
Pennsylvania
$25K -$2.85K -78 -10%
LWA
1333
Lenox Wealth Advisors
New York
$25K +$3.18K +87 +15%
CB
1334
CNB Bank
Pennsylvania
$25K +$7.32K +200 +40%
PFGIA
1335
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$7.32K -200 -23%
EARNEST Partners
1336
EARNEST Partners
Georgia
$24K
MF
1337
Manchester Financial
California
$24K
SIS
1338
Sound Income Strategies
Florida
$23K
PWMG
1339
Prestige Wealth Management Group
New Jersey
$22K +$2.16K +59 +11%
FFC
1340
First Financial Corp
Indiana
$21K +$18.5K +505 +608%
BBA
1341
Braun-Bostich & Associates
Pennsylvania
$20K -$20.6K -564 -50%
CAGAS
1342
Capital Advisory Group Advisory Services
Minnesota
$20K +$3.33K +91 +20%
AIM
1343
Arcadia Investment Management
Michigan
$19K
RFWA
1344
RPg Family Wealth Advisory
Massachusetts
$18.6K
AWA
1345
Arkadios Wealth Advisors
Georgia
$18.4K -$18.4K -504 -52%
SFG
1346
Sowa Financial Group
Rhode Island
$18K
GWS
1347
Glassman Wealth Services
Virginia
$18K +$6.73K +184 +60%
BWL
1348
Bogart Wealth LLC
Virginia
$17K -$614K -16,781 -97%
YAL
1349
Your Advocates Ltd
Texas
$17K
HCP
1350
Hexagon Capital Partners
Arkansas
$17K +$16K +436 New

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.