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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
KBFS
1351
Kohmann Bosshard Financial Services
Ohio
$217K -$39.2K -725 -16%
UR
1352
USCA RIA
Texas
$217K
MC
1353
Machina Capital
France
$215K -$828K -15,321 -80%
WA
1354
Waverly Advisors
Alabama
$215K
DI
1355
DAGCO Inc
Ohio
$214K
WT
1356
Washington Trust
Rhode Island
$214K +$203K +3,750 New
IA
1357
Independence Advisors
Pennsylvania
$214K +$208K +3,858 New
EW
1358
Evoke Wealth
California
$214K +$207K +3,830 New
LDFR
1359
Lehman & Derafelo Financial Resources
Pennsylvania
$213K
HPWM
1360
Highland Private Wealth Management
Washington
$212K -$73.2K -1,355 -26%
DT
1361
Diversified Trust
Tennessee
$212K -$919 -17 -0.4%
PWAG
1362
Polaris Wealth Advisory Group
California
$211K -$42.4K -784 -16%
NFG
1363
Nadler Financial Group
Illinois
$210K +$205K +3,794 New
PFS
1364
Physicians Financial Services
North Carolina
$210K +$205K +3,800 New
SSA
1365
South Street Advisors
New York
$210K +$205K +3,800 New
WAP
1366
Wealthcare Advisory Partners
Pennsylvania
$209K +$156K +2,880 +324%
MWA
1367
Meridian Wealth Advisors
Texas
$209K +$205K +3,785 New
HCM
1368
Highlander Capital Management
New Jersey
$205K
AF
1369
Affiance Financial
Minnesota
$205K +$200K +3,704 New
RE
1370
RBC Europe
United Kingdom
$205K -$23K -425 -10%
PO
1371
Private Ocean
California
$204K
KMC
1372
Kirr Marbach & Co
Indiana
$204K +$199K +3,686 New
TCB
1373
Texas Capital Bancshares
Texas
$203K +$198K +3,660 New
CP
1374
Coho Partners
Pennsylvania
$203K +$198K +3,661 New
BO
1375
BRR OpCo
Ohio
$203K +$198K +3,671 New

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.