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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
TA
1101
Tiedemann Advisors
New York
$467K -$20.3K -375 -4%
KPCM
1102
Kings Point Capital Management
New York
$467K
BAM
1103
Baldrige Asset Management
Pennsylvania
$464K
LWANC
1104
Laurel Wealth Advisors (North Carolina)
North Carolina
$460K -$5.51K -102 -1%
VWA
1105
V Wealth Advisors
Kansas
$459K -$40.2K -744 -8%
DWM
1106
Doyle Wealth Management
Florida
$459K -$16.1K -298 -3%
PP
1107
PDS Planning
Ohio
$459K -$5.19K -96 -1%
WFMPM
1108
Woodley Farra Manion Portfolio Management
Indiana
$458K -$47.6K -880 -10%
PFS
1109
Prospera Financial Services
Texas
$458K +$11.2K +208 +3%
TCM
1110
Tributary Capital Management
Nebraska
$454K -$10.8K -200 -2%
FCFC
1111
First Commonwealth Financial Corp
Pennsylvania
$454K
NAS
1112
Nicolet Advisory Services
Wisconsin
$453K -$5.3K -98 -1%
ACM
1113
Azimuth Capital Management
Michigan
$452K
HI
1114
Human Investing
Oregon
$446K -$5.62K -104 -1%
HR
1115
Hardy Reed
Mississippi
$445K
AF
1116
Alerus Financial
North Dakota
$443K -$13.9K -258 -3%
GI
1117
GAMCO Investors
Connecticut
$443K
PL
1118
Perpetual Ltd
Australia
$441K
NQWM
1119
Northwest Quadrant Wealth Management
Oregon
$440K -$10.2K -188 -2%
ITIM
1120
Indiana Trust & Investment Management
Indiana
$440K -$7.3K -135 -2%
QCMC
1121
Quantum Capital Management (California)
California
$439K +$24K +444 +6%
TMAM
1122
Tokio Marine Asset Management
Japan
$434K +$124K +2,287 +41%
PFO
1123
Pathstone Family Office
New Jersey
$431K -$424K -7,850 -50%
NIC
1124
Northwest Investment Counselors
Oregon
$431K -$5.13K -95 -1%
C
1125
Cerebellum
California
$431K +$61.6K +1,139 +17%

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.