We are live on ! Find out more
USB icon

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
FANJ
1301
Financial Architects (New Jersey)
New Jersey
$247K -$1.7M -31,392 -88%
CFGS
1302
Concourse Financial Group Securities
Alabama
$247K -$417K -7,707 -64%
MOS
1303
MGO One Seven
Ohio
$247K -$378 -7 -0.2%
CCM
1304
Cribstone Capital Management
Maine
$246K +$3.51K +65 +1%
FA
1305
FMA Advisory
Pennsylvania
$246K +$3.89K +72 +2%
BS
1306
Banco Santander
Spain
$245K -$15.3K -283 -6%
FNBSF
1307
First National Bank Sioux Falls
South Dakota
$243K +$14.2K +262 +6%
BW
1308
Bison Wealth
Georgia
$242K +$19.2K +355 +9%
GIP
1309
Greatmark Investment Partners
Georgia
$242K +$236K +4,375 New
MHIC
1310
Marble Harbor Investment Counsel
Massachusetts
$241K
PWW
1311
Pettyjohn Wood & White
Virginia
$239K -$2.7K -50 -1%
B
1312
Bridgeworth
Alabama
$239K +$233K +4,310 New
LB
1313
Legacy Bridge
Iowa
$238K -$13.9K -257 -6%
SFSIG
1314
San Francisco Sentry Investment Group
California
$237K -$1.24K -23 -0.5%
PP
1315
PrairieView Partners
Minnesota
$237K +$231K +4,280 New
ACM
1316
AUA Capital Management
Pennsylvania
$236K
GC
1317
Garde Capital
Washington
$236K
FBFS
1318
First Business Financial Services
Wisconsin
$235K -$18.9K -350 -8%
ACS
1319
Archford Capital Strategies
Illinois
$235K +$90.6K +1,676 +65%
SWRP
1320
Summit Wealth & Retirement Planning
California
$234K -$123K -2,275 -35%
M
1321
MOTCO
Texas
$234K -$35.8K -662 -14%
FAT
1322
First American Trust
California
$233K -$3.57K -66 -2%
WC
1323
Westhampton Capital
North Carolina
$233K
NB
1324
Nicolet Bankshares
Wisconsin
$233K +$8.38K +155 +4%
GLI
1325
Guardian Life Insurance
New York
$232K -$8.59K -159 -4%

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.