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US Bancorp

1,687 hedge funds and large institutions have $69.2B invested in US Bancorp in 2019 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 541 increasing their positions, 643 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 51

10% more funds holding

Funds holding: 1,5371,687 (+150)

8% more funds holding in top 10

Funds holding in top 10: 5357 (+4)

5% more capital invested

Capital invested by funds: $66B → $69.2B (+$3.15B)

1% less call options, than puts

Call options by funds: $438M | Put options by funds: $444M

1.08% less ownership

Funds ownership: 75.81%74.73% (-1.1%)

16% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 643

Holders
1,687
Holders Change
+150
Holders Change %
+9.76%
% of All Funds
33.23%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
1.12%
New
227
Increased
541
Reduced
643
Closed
51
Calls
$438M
Puts
$444M
Net Calls
-$5.52M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1326
Realta Investment Advisors
Delaware
$326K +$110K +1,909 +54%
BFO
1327
Biltmore Family Office
North Carolina
$325K +$29.4K +509 +10%
AC
1328
Alley Company
Illinois
$324K
ODCM
1329
Old Dominion Capital Management
Virginia
$324K
FWP
1330
FAS Wealth Partners
Kansas
$324K +$578 +10 +0.2%
CAGAS
1331
Capital Advisory Group Advisory Services
Minnesota
$323K +$209K +3,614 +197%
Capital Fund Management (CFM)
1332
Capital Fund Management (CFM)
France
$323K +$315K +5,444 New
MSR
1333
Main Street Research
Connecticut
$322K
NICM
1334
Neo Ivy Capital Management
New York
$321K +$313K +5,407 New
Jane Street
1335
Jane Street
New York
$315K -$1.19M -20,610 -79%
ACM
1336
Alethea Capital Management
Washington
$315K
MG
1337
Mather Group
Illinois
$315K +$307K +5,315 New
AIS
1338
Accurate Investment Solutions
Pennsylvania
$314K +$248K +4,291 +429%
UR
1339
USCA RIA
Texas
$313K +$78K +1,349 +34%
NP
1340
NorthRock Partners
Minnesota
$312K +$68.2K +1,180 +29%
IWC
1341
Integrated Wealth Concepts
Massachusetts
$310K +$27.9K +482 +10%
BFIM
1342
Beese Fulmer Investment Management
Ohio
$309K
PPCM
1343
Pillar Pacific Capital Management
California
$309K
NWP
1344
Northstar Wealth Partners
Connecticut
$308K
DLCIG
1345
D.L. Carlson Investment Group
New Hampshire
$306K
QIM
1346
Quest Investment Management
Oregon
$306K
HAIM
1347
Hunter Associates Investment Management
Pennsylvania
$305K +$298K +5,150 New
SFWA
1348
Summit Financial Wealth Advisors
Louisiana
$304K
LNB
1349
Ledyard National Bank
$303K +$296K +5,115 New
CPC
1350
Congress Park Capital
New York
$302K

USB Hedge Fund Activity: Q4 2019 in Review

1,687 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2019, worth a combined $69.2B — up 4.8% from $66B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new USB positions and 51 closed out — a net gain of 176 holders — while 541 added to existing stakes and 643 trimmed.

The largest buyer was Truist Financial, adding an estimated $80.6M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $672M.

  • 1,687 institutional investors held US Bancorp (USB) as of Q4 2019, up from 1,537 in Q3 2019.
  • Funds reported $69.2B of US Bancorp stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 227 funds opened new US Bancorp positions in Q4 2019 and 51 closed out, a net change of +176 holders.
  • The largest US Bancorp buyer in Q4 2019 was Truist Financial, an estimated $80.6M added.
  • The largest US Bancorp seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $672M sold.

Based on aggregated 13F filings for Q4 2019.