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US Bancorp

1,537 hedge funds and large institutions have $66B invested in US Bancorp in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 521 increasing their positions, 633 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 81

10% more funds holding in top 10

Funds holding in top 10: 4853 (+5)

1% more funds holding

Funds holding: 1,5211,537 (+16)

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

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
1,537
Holders Change
+16
Holders Change %
+1.05%
% of All Funds
33.7%
Holding in Top 10
53
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.42%
% of All Funds
1.16%
New
103
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
HFS
651
Haverford Financial Services
Pennsylvania
$2.49M -$68.7K -1,272 -3%
HFA
652
HC Financial Advisors
California
$2.48M -$38.5K -713 -2%
SLI
653
Sumitomo Life Insurance
Japan
$2.46M -$302K -5,579 -11%
ECM
654
Evergreen Capital Management
Washington
$2.45M +$146K +2,696 +6%
CCP
655
Corient Capital Partners
California
$2.43M +$534K +9,881 +29%
CI
656
Cigna Investments
Connecticut
$2.41M +$15.2K +282 +0.7%
APP
657
Avantax Planning Partners
Iowa
$2.41M +$83.8K +1,551 +4%
KFP
658
Keystone Financial Planning
Ohio
$2.4M +$2.35M +43,465 New
Twin Tree Management
659
Twin Tree Management
Texas
$2.4M -$1.59M -29,428 -40%
SCA
660
Strategic Capital Advisers
Colorado
$2.4M -$60.6K -1,122 -3%
AT
661
Arden Trust
Delaware
$2.36M -$36.7K -680 -2%
FMWA
662
Forvis Mazars Wealth Advisors
Missouri
$2.36M +$47.5K +879 +2%
COI
663
Connable Office Inc
Michigan
$2.36M -$376K -6,950 -14%
LBC
664
Lowe Brockenbrough & Co
Virginia
$2.35M +$5.67K +105 +0.2%
SFG
665
Sather Financial Group
Texas
$2.35M -$102K -1,894 -4%
AC
666
Addenda Capital
Quebec, Canada
$2.35M -$8.21K -152 -0.4%
BCMO
667
Buckingham Capital Management (Ohio)
Ohio
$2.34M -$455K -8,424 -17%
CAM
668
Cresset Asset Management
Illinois
$2.33M +$46.2K +854 +2%
MC
669
MRJ Capital
New York
$2.31M
WS
670
Wedbush Securities
California
$2.3M -$231K -4,267 -9%
IMOV
671
Investment Management of Virginia
Virginia
$2.3M +$31.6K +585 +1%
MYLI
672
Meiji Yasuda Life Insurance
Japan
$2.29M -$37.5K -694 -2%
FFBTD
673
First Financial Bank - Trust Division
Ohio
$2.27M +$2.97K +55 +0.1%
WIS
674
Wright Investors Service
Connecticut
$2.27M +$224K +4,152 +11%
PA
675
Perennial Advisors
New York
$2.25M +$82.7K +1,530 +4%

USB Hedge Fund Activity: Q3 2019 in Review

1,537 of the 4,561 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: 103 funds opened new USB positions and 81 closed out — a net gain of 22 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.

  • 1,537 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.
  • 103 funds opened new US Bancorp positions in Q3 2019 and 81 closed out, a net change of +22 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.