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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
WG
876
Welch Group
Alabama
$1.04M +$7.19K +133 +0.7%
DIA
877
Dana Investment Advisors
Wisconsin
$1.03M +$36.6K +678 +4%
LWCFA
878
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M -$12.9K -238 -1%
GP
879
Girard Partners
Pennsylvania
$1.02M -$79.6K -1,473 -7%
MMG
880
Monetary Management Group
Missouri
$1.02M
PNAA
881
Pictet North America Advisors
Switzerland
$1.02M
STMM
882
South Texas Money Management
Texas
$1.01M +$990K +18,328 New
CIA
883
Choate Investment Advisors
Massachusetts
$1M -$88.2K -1,632 -8%
AWM
884
Altium Wealth Management
New York
$1M -$132K -2,449 -12%
MCWS
885
McKinley Carter Wealth Services
West Virginia
$998K +$73.6K +1,362 +8%
SEC
886
Seven Eight Capital
New York
$998K +$975K +18,035 New
CL
887
Choreo LLC
Illinois
$995K -$203K -3,757 -17%
WT
888
Whittier Trust
California
$994K +$53.2K +984 +6%
PP
889
Palladium Partners
Virginia
$991K +$66.9K +1,237 +7%
PGWM
890
Parisi Gray Wealth Management
New Jersey
$990K +$14.6K +271 +2%
CPA
891
Clear Perspective Advisors
Illinois
$985K +$494K +9,140 +100%
NDSI
892
Newman Dignan & Sheerar Inc
Rhode Island
$981K
PAA
893
Peregrine Asset Advisers
Oregon
$979K -$51.9K -960 -5%
CSIC
894
Clifford Swan Investment Counsel
California
$978K +$204K +3,777 +27%
CFG
895
Citizens Financial Group
Rhode Island
$976K +$5.24K +97 +0.6%
RAM
896
Redmond Asset Management
Virginia
$972K -$20.4K -378 -2%
WWM
897
Western Wealth Management
Colorado
$968K -$103K -1,904 -10%
LSA
898
L & S Advisors
California
$965K
LWAC
899
Laurel Wealth Advisors (California)
California
$965K +$333K +6,156 +55%
CNAM
900
Campbell Newman Asset Management
Wisconsin
$964K -$16.1K -297 -2%

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.