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
Legal & General Group
26
Legal & General Group
United Kingdom
$501M -$3.74M -69,169 -0.8%
DSA
27
Davis Selected Advisers
Arizona
$481M -$20M -370,216 -4%
Goldman Sachs
28
Goldman Sachs
New York
$472M +$52.1M +964,202 +13%
Fidelity International
29
Fidelity International
Bermuda
$398M +$8.66M +160,220 +2%
MPI
30
Mairs & Power Inc
Minnesota
$363M -$3.99M -73,838 -1%
Charles Schwab
31
Charles Schwab
California
$355M -$10.4M -192,600 -3%
American Century Companies
32
American Century Companies
Missouri
$355M -$15M -277,609 -4%
Invesco
33
Invesco
Georgia
$349M -$80.3M -1,486,391 -19%
UBS AM
34
UBS AM
Illinois
$329M +$2.3M +42,600 +0.7%
Ameriprise
35
Ameriprise
Minnesota
$327M +$10.4M +192,164 +3%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$323M -$1.11M -20,479 -0.3%
Principal Financial Group
37
Principal Financial Group
Iowa
$310M -$4.63M -85,612 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$303M +$7.67M +141,889 +3%
Primecap Management
39
Primecap Management
California
$295M -$59.4K -1,100 -0%
PPA
40
Parametric Portfolio Associates
Washington
$293M +$17.9M +330,313 +7%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$267M +$6.18M +114,293 +2%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$267M -$6.17M -114,130 -2%
YAM
43
Yacktman Asset Management
Texas
$262M -$468K -8,665 -0.2%
ATO
44
Alecta Tjanstepension Omsesidigt
Sweden
$258M -$41.6M -770,000 -14%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$256M +$74.5K +1,379 +0%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$253M +$31.8M +588,238 +15%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$244M +$29.7M +549,402 +14%
UBS Group
48
UBS Group
Switzerland
$239M +$30.6M +565,486 +15%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$229M +$9.31M +172,220 +4%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$224M -$11.1M -205,454 -5%

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.