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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
LIA
1151
LBMC Investment Advisors
Tennessee
$398K +$757 +14 +0.2%
SSB
1152
Sandy Spring Bank
Maryland
$395K +$76.9K +1,423 +25%
CIP
1153
Capital Insight Partners
Arizona
$394K -$40.5K -750 -10%
S
1154
SignatureFD
Georgia
$393K +$83K +1,535 +28%
SAM
1155
Shamrock Asset Management
Texas
$390K -$13.8K -255 -3%
WCF
1156
West Coast Financial
California
$390K
MAFM
1157
Mid Atlantic Financial Management
Pennsylvania
$388K -$1.62K -30 -0.4%
LA
1158
Lau Associates
Delaware
$387K -$54K -1,000 -13%
CIM
1159
CIM Investment Management
Pennsylvania
$386K -$42.1K -779 -10%
KFGK
1160
Keystone Financial Group (Kentucky)
Kentucky
$386K -$3.57K -66 -0.9%
W
1161
Wealthquest
Ohio
$382K -$9.19K -170 -2%
ACP
1162
Ashfield Capital Partners
California
$381K
BOPW
1163
Brandywine Oak Private Wealth
Pennsylvania
$381K
EWF
1164
Epstein & White Financial
California
$380K +$370K +6,848 New
ECM
1165
EagleClaw Capital Management
Massachusetts
$379K -$1.19K -22 -0.3%
CF
1166
Centaurus Financial
California
$377K +$368K +6,805 New
LA
1167
LexAurum Advisors
Kansas
$376K
PAM
1168
Peak Asset Management
Colorado
$376K
PWPS
1169
Pinnacle Wealth Planning Services
Ohio
$375K +$42.7K +791 +13%
SBWM
1170
Sunflower Bank Wealth Management
Arizona
$374K
RWA
1171
Redhawk Wealth Advisors
Minnesota
$370K -$2.7K -50 -0.7%
AW
1172
ACG Wealth
Georgia
$369K -$52.5K -972 -13%
WI
1173
Wintrust Investments
Illinois
$368K -$13.7K -254 -4%
EAMA
1174
EFG Asset Management (Americas)
Florida
$367K +$358K +6,627 New
CRIG
1175
Charter Research & Investment Group
Connecticut
$366K

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.