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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
DWM
1201
Dakota Wealth Management
Florida
$343K +$20.5K +379 +7%
FPFS
1202
First Personal Financial Services
North Carolina
$342K -$43.8K -810 -12%
FRA
1203
Front Row Advisors
California
$339K
WAAG
1204
Wealth Alliance Advisory Group
Kansas
$339K
AW
1205
Alpha Windward
Massachusetts
$338K
HS
1206
Horan Securities
United States
$338K
ST
1207
Smithfield Trust
Pennsylvania
$337K +$7.03K +130 +2%
UBV
1208
United Bank (Virginia)
Virginia
$336K +$26.7K +494 +9%
MLFP
1209
MPS Loria Financial Planners
Illinois
$333K
Harris Associates
1210
Harris Associates
Illinois
$332K -$254K -4,691 -44%
VRS
1211
Virginia Retirement Systems
Virginia
$332K
VC
1212
Vicus Capital
Pennsylvania
$331K -$1.62K -30 -0.5%
ACA
1213
Atlas Capital Advisors
Wyoming
$331K +$33.8K +626 +12%
SFG
1214
Summit Financial Group
West Virginia
$330K +$36.9K +682 +13%
SBL
1215
Sargent Bickham Lagudis
Colorado
$330K +$177K +3,273 +122%
SVWAG
1216
Sound View Wealth Advisors Group
Georgia
$329K -$17.6K -325 -5%
PFA
1217
Pure Financial Advisors
California
$323K
TCM
1218
Tradewinds Capital Management
Washington
$323K +$27.1K +502 +9%
FCA
1219
FLC Capital Advisors
California
$319K -$320K -5,920 -51%
RI
1220
Ridgewood Investments
New Jersey
$319K -$13.2K -244 -4%
MJRIC
1221
Mogy Joel R Investment Counsel
California
$319K
MIC
1222
Meridian Investment Counsel
California
$318K
PLFAM
1223
Pineno Levin & Ford Asset Management
Virginia
$318K
YWP
1224
YorkBridge Wealth Partners
New York
$318K +$6.7K +124 +2%
CHP
1225
Cable Hill Partners
Oregon
$316K -$46.9K -868 -13%

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.