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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
BPC
701
Banque Pictet & Cie
Switzerland
$2.07M
AFIA
702
America First Investment Advisors
Nebraska
$2.06M
CK
703
Cohen Klingenstein
New York
$2.06M
VSWA
704
Vontobel Swiss Wealth Advisors
Switzerland
$2.06M -$386K -7,150 -16%
SFG
705
SevenBridge Financial Group
Pennsylvania
$2.04M +$10.1K +186 +0.5%
MC
706
Matisse Capital
Oregon
$2.04M
MIS
707
Morningstar Investment Services
Illinois
$2.03M +$58.4K +1,080 +3%
BCM
708
Brookmont Capital Management
Texas
$2.03M -$1.14K -21 -0.1%
AI
709
Accredited Investors
Minnesota
$2.02M -$16.7K -309 -0.8%
MMA
710
Miracle Mile Advisors
California
$1.97M -$570K -10,555 -23%
SPC
711
Sigma Planning Corp
Michigan
$1.96M +$42K +778 +2%
OIA
712
OneDigital Investment Advisors
Kansas
$1.96M +$1.26M +23,340 +194%
CWM
713
Concentric Wealth Management
California
$1.95M -$7.03K -130 -0.4%
HFM
714
Hartford Financial Management
Connecticut
$1.94M
SIC
715
SFE Investment Counsel
California
$1.94M -$22.9K -424 -1%
RFA
716
Reilly Financial Advisors
California
$1.94M -$146K -2,696 -7%
WIC
717
Woodmont Investment Counsel
Tennessee
$1.93M +$99.3K +1,838 +6%
MA
718
Montag & Associates
Georgia
$1.92M -$180K -3,335 -9%
AP
719
Atwood & Palmer
Missouri
$1.91M -$41.2K -763 -2%
PWLP
720
Prio Wealth Limited Partnership
Massachusetts
$1.88M -$81.1K -1,500 -4%
FHB
721
First Hawaiian Bank
Hawaii
$1.88M -$6.65K -123 -0.4%
AF
722
Arrow Financial
New York
$1.88M -$87.3K -1,615 -5%
KRSITF
723
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.87M +$142K +2,621 +8%
SIAG
724
Signet Investment Advisory Group
Rhode Island
$1.85M -$37.8K -700 -2%
AF
725
AMG Funds
Connecticut
$1.82M -$76.1K -1,408 -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.