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US Bancorp

1,536 hedge funds and large institutions have $66B invested in US Bancorp in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 521 increasing their positions, 633 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 81

10% more funds holding in top 10

Funds holding in top 10: 4853 (+5)

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

1% more funds holding

Funds holding: 1,5211,536 (+15)

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
1,536
Holders Change
+15
Holders Change %
+0.99%
% of All Funds
33.68%
Holding in Top 10
53
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.42%
% of All Funds
1.16%
New
102
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
VWM
1051
Valley Wealth Managers
New Jersey
$564K -$56.7K -1,050 -9%
BS
1052
Boenning & Scattergood
Pennsylvania
$562K -$136K -2,516 -20%
LIM
1053
Loudon Investment Management
New Hampshire
$560K
MFP
1054
Meridian Financial Partners
Virginia
$560K +$20.5K +380 +4%
CIA
1055
CSat Investment Advisory
Michigan
$558K -$1.14K -21 -0.2%
V
1056
VeraBank
Texas
$546K -$26.6K -493 -5%
HCM
1057
HM Capital Management
Missouri
$544K
MA
1058
MCF Advisors
Kentucky
$544K
CC
1059
Chicago Capital
Illinois
$539K +$77.4K +1,433 +17%
AIM
1060
Acropolis Investment Management
Missouri
$538K +$201K +3,721 +62%
MCI
1061
McDonald Capital Investors
California
$534K
CS
1062
Cannell & Spears
New York
$529K
MAA
1063
Mraz Amerine & Associates
California
$524K
MBTD
1064
Mechanics Bank - Trust Department
California
$524K +$126K +2,336 +33%
MIM
1065
Marco Investment Management
Georgia
$523K +$15.6K +288 +3%
SWA
1066
Stratos Wealth Advisors
Ohio
$522K -$35.2K -651 -6%
FQ
1067
First Quadrant
California
$520K -$1.55M -28,596 -75%
JCM
1068
Jacobi Capital Management
Pennsylvania
$520K -$27.1K -502 -5%
ACI
1069
Alpha Cubed Investments
California
$516K -$54.4K -1,006 -10%
MWC
1070
MBM Wealth Consultants
Missouri
$516K -$37.3K -690 -7%
ICM
1071
IMS Capital Management
Oregon
$513K +$501K +9,271 New
Fayez Sarofim & Co
1072
Fayez Sarofim & Co
Texas
$504K -$10.8K -200 -2%
BIA
1073
Bigelow Investment Advisors
Maine
$502K -$34.5K -639 -7%
CC
1074
Cadinha & Co
Hawaii
$502K +$105K +1,950 +27%
BAM
1075
Berkshire Asset Management
Pennsylvania
$501K -$3.29M -60,873 -87%

USB Hedge Fund Activity: Q3 2019 in Review

1,536 of the 4,560 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: 102 funds opened new USB positions and 81 closed out — a net gain of 21 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.

  • 1,536 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.
  • 102 funds opened new US Bancorp positions in Q3 2019 and 81 closed out, a net change of +21 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.