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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
GFPC
1351
Global Financial Private Client
Florida
$16.9K
AWMS
1352
Advocacy Wealth Management Services
Georgia
$16K -$7.28K -199 -31%
EWM
1353
Elmwood Wealth Management
California
$15K
ETI
1354
Enterprise Trust & Investment
California
$15K
WCMN
1355
Westchester Capital Management (Nebraska)
Nebraska
$15K
PFWA
1356
Paces Ferry Wealth Advisors
Georgia
$15K +$15K +410 New
PW
1357
Price Wealth
Texas
$14K +$13.9K +380 New
MHR
1358
Matthew Hamilton Rosenberg
$13K -$80.4K -2,198 -86%
LS
1359
Leelyn Smith
Illinois
$13K
SFPG
1360
Stonebridge Financial Planning Group
Florida
$12K
SIC
1361
Salem Investment Counselors
North Carolina
$11K -$39.3K -1,075 -78%
CAL
1362
Capital Advisors Ltd
Ohio
$11K -$4.65K -127 -30%
FMP
1363
Financial Management Professionals
Texas
$11K
RCA
1364
Ranch Capital Advisors
Florida
$11K
RIM
1365
Rockbridge Investment Management
New York
$11K
HCM
1366
Horrell Capital Management
Arkansas
$11K +$3.66K +100 +50%
PS
1367
Planned Solutions
California
$11K +$11K +300 New
EIP
1368
Ellis Investment Partners
Pennsylvania
$10K -$8.01K -219 -43%
EWA
1369
Evolution Wealth Advisors
Florida
$10K
APW
1370
Acima Private Wealth
Virginia
$9K -$137K -3,740 -94%
IWP
1371
IAG Wealth Partners
Wisconsin
$9K
IF
1372
Ironwood Financial
Arizona
$8K
FHA
1373
Flagship Harbor Advisors
Massachusetts
$7K -$6.22K -170 -46%
FNBOSM
1374
First National Bank of South Miami
Florida
$7K -$2.85K -78 -28%
FMTCOCP
1375
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K

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.