We are live on ! Find out more
USB icon

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
IPW
676
Inlet Private Wealth
Florida
$2.25M -$45.9K -850 -2%
Wolverine Trading
677
Wolverine Trading
Illinois
$2.24M -$8.36M -154,635 -79%
TA
678
Townsend & Associates
Colorado
$2.23M -$131K -2,421 -5%
DCM
679
Dupont Capital Management
Delaware
$2.23M -$1.98M -36,587 -48%
TW
680
Transform Wealth
Colorado
$2.23M -$297K -5,500 -12%
LNWWM
681
Laird Norton Wetherby Wealth Management
California
$2.23M -$57.6K -1,066 -3%
PS
682
Pensionfund Sabic
Netherlands
$2.22M
HW
683
Hancock Whitney
Mississippi
$2.22M -$53.7K -993 -2%
DA
684
Duality Advisers
Florida
$2.2M +$2.15M +39,800 New
EF
685
Exeter Financial
Arizona
$2.2M
PL
686
Parthenon LLC
Kentucky
$2.2M
ST
687
Spinnaker Trust
Maine
$2.19M +$8.21K +152 +0.4%
GF
688
Gabelli Funds
New York
$2.17M
PHS
689
Pekin Hardy Strauss
Illinois
$2.15M -$16.2K -300 -0.8%
SL
690
Summitry LLC
California
$2.14M +$119K +2,206 +6%
ECM
691
Exchange Capital Management
Michigan
$2.13M +$18.4K +341 +0.9%
BCM
692
Bridgeway Capital Management
Texas
$2.13M +$2.08M +38,400 New
CA
693
Cetera Advisors
Colorado
$2.12M +$49.1K +908 +2%
EOJOAM
694
E. Ohman J:or Asset Management
Sweden
$2.11M +$108K +2,000 +6%
SWM
695
Stockman Wealth Management
Montana
$2.11M -$2.7K -50 -0.1%
FA
696
FDx Advisors
Illinois
$2.1M +$175K +3,240 +9%
NSAM
697
North Star Asset Management
Wisconsin
$2.09M -$86.8K -1,606 -4%
SSWM
698
Sheets Smith Wealth Management
North Carolina
$2.09M -$135K -2,500 -6%
ASN
699
Advisory Services Network
Georgia
$2.08M
BFEC
700
Benjamin F. Edwards & Company
Missouri
$2.07M -$127K -2,348 -6%

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.