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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
IB
1176
Intrust Bank
Kansas
$365K -$161K -2,982 -31%
PP
1177
PagnatoKarp Partners
Virginia
$365K -$4.32K -80 -1%
VAG
1178
VisionPoint Advisory Group
Texas
$365K -$378 -7 -0.1%
CCB
1179
Cutter & Co Brokerage
Missouri
$365K +$5.95K +110 +2%
TWA
1180
TCI Wealth Advisors
Arizona
$363K -$3.51K -65 -1%
SFA
1181
Sequoia Financial Advisors
Ohio
$363K +$1.14K +21 +0.3%
CAAS
1182
Capital Asset Advisory Services
Michigan
$362K -$4.05K -75 -1%
PTC
1183
Provident Trust Company
Wisconsin
$362K
IP
1184
Investment Partners
Ohio
$362K +$11K +204 +3%
WCM
1185
Weld Capital Management
New York
$362K +$353K +6,537 New
OC
1186
Oarsman Capital
Wisconsin
$360K -$27K -500 -7%
LB
1187
Landmark Bank
Missouri
$360K
CCT
1188
Chemung Canal Trust
New York
$360K +$26.9K +498 +8%
RWM
1189
RBA Wealth Management
California
$360K +$352K +6,514 New
BWP
1190
Bernardo Wealth Planning
Pennsylvania
$358K -$23.6K -436 -6%
AWA
1191
ARS Wealth Advisors
Florida
$357K -$2.49K -46 -0.7%
DK
1192
Darrell & King
Virginia
$357K
WI
1193
WrapManager Inc
California
$356K -$1.68K -31 -0.5%
ALAM
1194
Asahi Life Asset Management
Japan
$356K +$348K +6,440 New
PCM
1195
Pointe Capital Management
Michigan
$353K
PAS
1196
Park Avenue Securities
New York
$353K +$344K +6,372 New
RTC
1197
Riverview Trust Company
Washington
$346K
MCM
1198
Manchester Capital Management
Vermont
$345K
VV
1199
Verity & Verity
South Carolina
$345K +$2.65K +49 +0.8%
BCM
1200
BTR Capital Management
California
$344K

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.