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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
SAM
751
SignalPoint Asset Management
Missouri
$1.63M +$1.89K +35 +0.1%
NRS
752
Neville Rodie & Shaw
New York
$1.63M +$2.7K +50 +0.2%
SWM
753
SeaCrest Wealth Management
New York
$1.61M +$35K +647 +2%
FMT
754
First Mercantile Trust
Tennessee
$1.61M -$173K -3,203 -10%
IAA
755
Independent Advisor Alliance
North Carolina
$1.59M -$132K -2,451 -8%
MC
756
Miramar Capital
Illinois
$1.58M +$32.7K +605 +2%
PIA
757
Piedmont Investment Advisors
North Carolina
$1.58M +$10.8K +199 +0.7%
SF
758
Synovus Financial
Georgia
$1.57M -$19.9K -368 -1%
HB
759
Homrich & Berg
Georgia
$1.56M -$32K -592 -2%
FMTC
760
Farmers & Merchants Trust Company
California
$1.55M +$126K +2,326 +9%
RCAG
761
Rehmann Capital Advisory Group
Michigan
$1.55M +$44.4K +822 +3%
PCTC
762
Perkins Coie Trust Company
Washington
$1.54M
AI
763
Atria Investments
North Carolina
$1.54M +$12.8K +237 +0.9%
BCI
764
Brinker Capital Investments
Pennsylvania
$1.53M -$288K -5,326 -16%
ACH
765
ArrowMark Colorado Holdings
Colorado
$1.53M +$354K +6,544 +31%
BBNA
766
Bremer Bank National Association
Minnesota
$1.53M -$1.08M -19,959 -42%
LF
767
Lantz Financial
Illinois
$1.52M +$10.9K +201 +0.7%
PCM
768
Penserra Capital Management
California
$1.52M +$128K +2,370 +9%
PVH
769
Psagot Value Holdings
Israel
$1.52M -$17.7K -328 -1%
BJL
770
Brighton Jones LLC
Washington
$1.52M -$69.9K -1,294 -5%
RCC
771
Red Cedar Capital
Nebraska
$1.52M
BRWM
772
B. Riley Wealth Management
Tennessee
$1.5M -$18.5K -343 -1%
HTI
773
Hikari Tsushin Inc
Japan
$1.5M
SAM
774
Sawgrass Asset Management
Florida
$1.5M +$3.78K +70 +0.3%
DDC
775
DF Dent & Co
Maryland
$1.5M +$18.5K +343 +1%

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.