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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
MOS
1376
MGO One Seven
Ohio
$279K +$14.5K +251 +6%
LSAG
1377
Lake Street Advisors Group
New Hampshire
$279K +$17.9K +309 +7%
ACA
1378
Aptus Capital Advisors
Alabama
$279K +$273K +4,717 New
LC
1379
Landaas & Company
Wisconsin
$276K +$1.33K +23 +0.5%
CPSC
1380
Carl P. Sherr & Co
Massachusetts
$275K +$269K +4,645 New
FNFDCM
1381
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$272K
JIC
1382
Joel Isaacson & Co
New York
$272K
BWP
1383
BSW Wealth Partners
Colorado
$270K +$2.2K +38 +0.8%
FA
1384
FMA Advisory
Pennsylvania
$270K +$5.9K +102 +2%
LB
1385
Legacy Bridge
Iowa
$270K +$14.9K +257 +6%
BWM
1386
BigSur Wealth Management
Florida
$269K
PO
1387
Private Ocean
California
$269K +$49.1K +850 +23%
EP
1388
Edgestream Partners
New Jersey
$269K +$262K +4,540 New
CAM
1389
Close Asset Management
United Kingdom
$268K
FWCM
1390
First Western Capital Management
California
$268K
WANY
1391
Wealthspire Advisors (New York)
New York
$268K +$51.6K +892 +25%
MG
1392
MilWealth Group
Wisconsin
$267K
AUB
1393
Atlantic Union Bankshares
Virginia
$267K
AAM
1394
Aureus Asset Management
Massachusetts
$267K
SWK
1395
Stephen W. Kidder
$267K
TC
1396
Trust Company
Kansas
$266K -$17.3K -300 -6%
WB
1397
West Bancorporation
Iowa
$265K +$258K +4,464 New
GCP
1398
GSA Capital Partners
United Kingdom
$263K -$174K -3,007 -40%
FPFS
1399
First Personal Financial Services
North Carolina
$263K -$101K -1,741 -28%
PCA
1400
Personal Capital Advisors
California
$263K +$257K +4,442 New

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.