We are live on ! Find out more
USB icon

US Bancorp

1,536 hedge funds and large institutions have $66B invested in US Bancorp in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 521 increasing their positions, 633 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 81

10% more funds holding in top 10

Funds holding in top 10: 4853 (+5)

4% more capital invested

Capital invested by funds: $63.3B → $66B (+$2.78B)

4% more call options, than puts

Call options by funds: $416M | Put options by funds: $402M

1% more funds holding

Funds holding: 1,5211,536 (+15)

0.21% less ownership

Funds ownership: 76.01%75.81% (-0.21%)

18% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 633

Holders
1,536
Holders Change
+15
Holders Change %
+0.99%
% of All Funds
33.68%
Holding in Top 10
53
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.42%
% of All Funds
1.16%
New
102
Increased
521
Reduced
633
Closed
81
Calls
$416M
Puts
$402M
Net Calls
+$14.3M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
401
Hollencrest Capital Management
California
$6.99M +$432 +8 +0%
HA
402
Hamel Associates
New Jersey
$6.98M -$12.2K -225 -0.2%
PI
403
Putnam Investments
Massachusetts
$6.98M +$146K +2,701 +2%
SG Americas Securities
404
SG Americas Securities
New York
$6.96M -$11M -203,002 -62%
HF
405
HRT Financial
New York
$6.93M +$3.82M +70,753 +130%
EHC
406
Everett Harris & Co
California
$6.91M -$397K -7,350 -6%
YIA
407
YHB Investment Advisors
Connecticut
$6.9M +$244K +4,521 +4%
B
408
Brightworth
Georgia
$6.89M +$259K +4,789 +4%
SIM
409
Sonora Investment Management
Arizona
$6.89M +$248K +4,596 +4%
6M
410
6 Meridian
Kansas
$6.86M +$6.7M +123,911 New
AIM
411
Achmea Investment Management
Netherlands
$6.83M -$929K -17,195 -12%
WBC
412
Westpac Banking Corp
Australia
$6.81M
BCM
413
Bluefin Capital Management
New York
$6.8M +$6.64M +122,800 New
CBB
414
Citizens Business Bank
California
$6.79M
NCM
415
Nelson Capital Management
California
$6.7M -$18.8K -348 -0.3%
MIA
416
MainStreet Investment Advisors
Illinois
$6.67M -$105K -1,935 -2%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$6.63M +$1.27M +23,484 +24%
SWM
418
SVA Wealth Management
Wisconsin
$6.61M -$137K -2,542 -2%
SFM
419
Soros Fund Management
New York
$6.59M
GIM
420
Goelzer Investment Management
Indiana
$6.57M +$31.6K +585 +0.5%
SC
421
Schulhoff & Co
Ohio
$6.55M -$18.5K -343 -0.3%
XS
422
XR Securities
Illinois
$6.46M +$6.31M +116,802 New
DBT
423
Dubuque Bank & Trust
Iowa
$6.43M -$217K -4,013 -3%
UCFA
424
United Capital Financial Advisors
Texas
$6.41M -$2.29M -42,375 -27%
NMERB
425
New Mexico Educational Retirement Board
New Mexico
$6.39M -$422K -7,800 -6%

USB Hedge Fund Activity: Q3 2019 in Review

1,536 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2019, worth a combined $66B — up 4.4% from $63.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new USB positions and 81 closed out — a net gain of 21 holders — while 521 added to existing stakes and 633 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $69.3M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $147M.

  • 1,536 institutional investors held US Bancorp (USB) as of Q3 2019, up from 1,521 in Q2 2019.
  • Funds reported $66B of US Bancorp stock for Q3 2019, up 4.4% quarter-over-quarter.
  • 102 funds opened new US Bancorp positions in Q3 2019 and 81 closed out, a net change of +21 holders.
  • The largest US Bancorp buyer in Q3 2019 was Victory Capital Management, an estimated $69.3M added.
  • The largest US Bancorp seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2019.