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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
APA
976
American Portfolios Advisors
New York
$737K +$4.32K +80 +0.6%
VCM
977
Vision Capital Management
Oregon
$736K
FPCG
978
Fort Pitt Capital Group
Pennsylvania
$736K +$32.4K +600 +5%
NFGCM
979
Norman Fields Gottscho Capital Management
New York
$735K -$131K -2,415 -15%
MA
980
Mutual Advisors
Nebraska
$733K -$259K -4,793 -27%
DAM
981
Doheny Asset Management
California
$727K
BRWA
982
B. Riley Wealth Advisors
Florida
$726K +$266K +4,924 +60%
FAM
983
Formidable Asset Management
Ohio
$723K -$732K -13,551 -51%
Aristotle Capital Management
984
Aristotle Capital Management
California
$719K
NAM
985
NTV Asset Management
West Virginia
$716K -$37.8K -700 -5%
DAS
986
Dynamic Advisor Solutions
Arizona
$713K -$757 -14 -0.1%
EH
987
Employers Holdings
Nevada
$712K -$1.22M -22,495 -64%
KCPG
988
Kavar Capital Partners Group
Kansas
$705K
CAM
989
Cypress Asset Management
Texas
$695K -$4.05K -75 -0.6%
MIP
990
Marietta Investment Partners
Wisconsin
$694K
BPWA
991
Beacon Pointe Wealth Advisors
California
$693K -$392K -7,261 -37%
VFA
992
Valeo Financial Advisors
Indiana
$693K -$20.8K -384 -3%
MIH
993
Meitav Investment House
Israel
$691K -$54K -1,000 -7%
PCM
994
Poehling Capital Management
Wisconsin
$689K -$11.3K -210 -2%
IFWM
995
Institute for Wealth Management
Colorado
$682K -$72.9K -1,349 -10%
CPIG
996
Chicago Partners Investment Group
Illinois
$680K +$19.7K +365 +3%
LP
997
LMR Partners
United Kingdom
$680K +$664K +12,282 New
LDB
998
Lee, Danner & Bass
Tennessee
$679K +$21.6K +400 +3%
O
999
Ossiam
France
$678K -$2.27M -42,052 -77%
BFC
1000
Bedel Financial Consulting
Indiana
$677K +$4.38K +81 +0.7%

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.