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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
B
1326
Bailard
California
$232K -$5.4K -100 -2%
UWPG
1327
Ullmann Wealth Partners Group
Florida
$232K
GA
1328
Geller Advisors
New York
$232K +$225K +4,158 New
MPW
1329
MA Private Wealth
California
$231K
CDIA
1330
Capital Directions Investment Advisors
Georgia
$231K +$226K +4,176 New
HKAM
1331
Horizon Kinetics Asset Management
New York
$230K
WP
1332
WMS Partners
Maryland
$230K +$13.3K +247 +6%
LC
1333
Lincoln Capital
Nebraska
$229K
NP
1334
NorthRock Partners
Minnesota
$228K +$221K +4,082 New
BRC
1335
Bell Rock Capital
Delaware
$227K +$8.48K +157 +4%
CWP
1336
Capital Wealth Planning
Florida
$227K +$218K +4,035 New
SWA
1337
Sutton Wealth Advisors
Florida
$226K -$17.4K -322 -7%
VST
1338
Van Strum & Towne
California
$226K
AWA
1339
Arete Wealth Advisors
Illinois
$225K -$39.2K -725 -15%
FWM
1340
Fairhaven Wealth Management
Illinois
$223K
P
1341
&Partners
Tennessee
$221K
PMFA
1342
Plante Moran Financial Advisors
Michigan
$221K
TIA
1343
Tiemann Investment Advisors
California
$221K
WCA
1344
Westover Capital Advisors
Delaware
$221K
MS
1345
Mizuho Securities
Japan
$221K +$216K +4,000 New
APW
1346
Acima Private Wealth
Virginia
$220K +$10.8K +200 +5%
CBU
1347
CIBC Bank USA
Illinois
$219K +$214K +3,957 New
ECG
1348
Edge Capital Group
Georgia
$218K -$6.49K -120 -3%
LSAG
1349
Lake Street Advisors Group
New Hampshire
$218K +$4.38K +81 +2%
BCM
1350
Brookstone Capital Management
Illinois
$217K -$89.2K -1,650 -30%

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.