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
SC
826
Savant Capital
Illinois
$1.3M -$31.1K -576 -2%
BA
827
Boston Advisors
Massachusetts
$1.3M -$2.92K -54 -0.2%
RFM
828
Royal Fund Management
Florida
$1.29M +$1.26M +23,398 New
SC
829
Scotia Capital
Ontario, Canada
$1.29M +$58K +1,074 +5%
GRP
830
Global Retirement Partners
California
$1.28M +$510K +9,445 +69%
ACC
831
Accident Compensation Corp
New Zealand
$1.27M +$189K +3,500 +18%
NHC
832
Nicholas Hoffman & Company
Georgia
$1.27M -$114K -2,105 -8%
CIC
833
Chilton Investment Company
Connecticut
$1.26M -$1.24K -23 -0.1%
WAM
834
Wealthspire Advisors (Maryland)
Maryland
$1.26M +$1.35K +25 +0.1%
MIAS
835
Mason Investment Advisory Services
Virginia
$1.26M
CISOA
836
Capital Investment Services of America
Wisconsin
$1.26M -$423K -7,823 -26%
CCMG
837
Clark Capital Management Group
Pennsylvania
$1.25M +$17.1K +316 +1%
ATPW
838
Ashton Thomas Private Wealth
Arizona
$1.25M -$109K -2,023 -8%
RMC
839
Resources Management Corp
Connecticut
$1.25M +$1.22M +22,510 New
SFS
840
Sowell Financial Services
Arkansas
$1.25M +$1.22M +22,518 New
SA
841
Strategic Advisors
New York
$1.24M -$3.89K -72 -0.3%
RWA
842
Ropes Wealth Advisors
Massachusetts
$1.24M +$94.2K +1,743 +8%
QCIG
843
Quad-Cities Investment Group
Iowa
$1.23M +$324 +6 +0%
IRF
844
IBM Retirement Fund
New York
$1.23M -$18.2K -337 -1%
SWP
845
Stratos Wealth Partners
Ohio
$1.23M +$96.5K +1,786 +9%
PT
846
Plimoth Trust
Massachusetts
$1.21M -$53.5K -990 -4%
AG
847
AlphaSimPlex Group
Massachusetts
$1.2M -$527K -9,743 -31%
CC
848
ClearArc Capital
Ohio
$1.2M -$45.2K -836 -4%
RWM
849
RKL Wealth Management
Pennsylvania
$1.18M -$12.6K -233 -1%
WSTAM
850
Wilbanks Smith & Thomas Asset Management
Virginia
$1.18M -$173K -3,200 -13%

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.