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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
RWA
1351
RGT Wealth Advisors
Texas
$302K
CS
1352
Cannell & Spears
New York
$301K -$260K -4,492 -47%
FFA
1353
First Foundation Advisors
California
$300K +$3.06K +53 +1%
GWCM
1354
Godshalk Welsh Capital Management
Pennsylvania
$299K
CIA
1355
Capital Investment Advisors
Georgia
$299K +$4.34K +75 +2%
CCB
1356
Cutter & Co Brokerage
Missouri
$298K -$90.2K -1,560 -24%
MGWM
1357
Marks Group Wealth Management
Minnesota
$298K +$291K +5,026 New
HAI
1358
Hennessy Advisors Inc
California
$296K -$202K -3,500 -41%
CCM
1359
Cohen Capital Management
California
$296K
HCA
1360
Hyperion Capital Advisors
New York
$296K +$289K +5,000 New
IAMOG
1361
Investors Asset Management of Georgia
Georgia
$291K +$284K +4,915 New
ST
1362
Smithfield Trust
Pennsylvania
$289K -$69.4K -1,200 -20%
AFC
1363
AFT Forsyth & Company
Florida
$289K
HL
1364
HeadInvest LLC
Maine
$289K
GCMG
1365
Gyroscope Capital Management Group
Florida
$288K -$5.78K -100 -2%
MFS
1366
Madrona Financial Services
Washington
$288K +$116 +2 +0%
GVAG
1367
Great Valley Advisor Group
Delaware
$288K +$463 +8 +0.2%
KFP
1368
KMG Fiduciary Partners
Ohio
$285K -$27.2K -470 -9%
MWM
1369
Mattern Wealth Management
Kansas
$284K +$276K +4,782 New
CL
1370
CPWM LLC
Washington
$282K -$14.5K -251 -5%
HCP
1371
Holt Capital Partners
Texas
$282K
EW
1372
Evoke Wealth
California
$281K +$51.1K +883 +23%
CIP
1373
Convergence Investment Partners
Florida
$281K -$2.2K -38 -0.8%
MWM
1374
Mission Wealth Management
California
$281K +$6.59K +114 +2%
RA
1375
RFG Advisory
Alabama
$280K -$14K -243 -5%

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.