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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
AAP
1401
Arax Advisory Partners
Colorado
$157K +$162 +3 +0.1%
AssetMark Inc
1402
AssetMark Inc
California
$153K -$7.3K -135 -5%
FCB
1403
First Command Bank
Texas
$140K -$7.84K -145 -5%
FCFS
1404
First Command Financial Services
Texas
$140K -$7.84K -145 -5%
HCA
1405
Horan Capital Advisors
Ohio
$140K +$137K +2,526 New
GSC
1406
G&S Capital
Colorado
$136K
OFS
1407
Orrstown Financial Services
Pennsylvania
$133K +$24.6K +455 +22%
WC
1408
Weil Company
California
$133K +$130K +2,399 New
LWM
1409
Lenox Wealth Management
Ohio
$130K +$3.24K +60 +3%
BSPF
1410
British Steel Pension Fund
United Kingdom
$127K -$87K -1,610 -41%
LC
1411
Lindbrook Capital
California
$126K +$4.32K +80 +4%
Loomis, Sayles & Company
1412
Loomis, Sayles & Company
Massachusetts
$120K +$117K +2,164 New
AIM
1413
Advantage Investment Management
Iowa
$118K -$1.84K -34 -2%
SNT
1414
Security National Trust
West Virginia
$116K -$14.1K -260 -11%
VRM
1415
Vectors Research Management
New York
$114K
1IA
1416
1834 Investment Advisors
Wisconsin
$110K -$21.6K -400 -17%
FCA
1417
FinTrust Capital Advisors
South Carolina
$105K +$13.3K +246 +15%
CIAS
1418
Capital Investment Advisory Services
North Carolina
$103K +$12.2K +226 +14%
TA
1419
Thor Advisors
New York
$103K +$101K +1,863 New
CAGAS
1420
Capital Advisory Group Advisory Services
Minnesota
$100K
TL
1421
TrueWealth LLC
Georgia
$100K +$54 +1 +0.1%
CAL
1422
Capital Analysts LLC
Pennsylvania
$99K +$108 +2 +0.1%
WEC
1423
Winslow Evans & Crocker
Massachusetts
$98K
KWA
1424
KCS Wealth Advisory
California
$95.7K +$93.4K +1,729 New
IRC
1425
Investors Research Corp
Georgia
$95K +$17.8K +329 +24%

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.