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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
ADL
1426
Asset Dedication LLC
California
$91K +$49.2K +910 +127%
FHA
1427
First Horizon Advisors
Tennessee
$90K -$194K -3,589 -68%
AIM
1428
Arcadia Investment Management
Michigan
$89K
SCM
1429
Silvant Capital Management
Georgia
$88K -$18.8K -347 -18%
JGIA
1430
Jackson Grant Investment Advisers
Connecticut
$87K -$2.43K -45 -3%
TIM
1431
Tortoise Investment Management
New York
$85K
AF
1432
Allworth Financial
California
$84K -$22.6K -418 -22%
BCA
1433
Berman Capital Advisors
Georgia
$80K +$4.65K +86 +6%
KIG
1434
Kessler Investment Group
Indiana
$79K +$4.76K +88 +7%
GT
1435
Glenmede Trust
Pennsylvania
$78.1K +$93.5K +1,730 +0.1%
LFG
1436
Larson Financial Group
Missouri
$78K +$53K +981 +232%
ME
1437
McIlrath & Eck
Washington
$77K -$10.8K -199 -12%
WB
1438
Webster Bank
Connecticut
$74K +$5.4K +100 +8%
TSW
1439
Thompson Siegel & Walmsley
Virginia
$73K
EI
1440
Ellevest Inc
New York
$71K -$8.86K -164 -11%
VCM
1441
Versant Capital Management
Arizona
$71K -$1.03K -19 -1%
AIM
1442
AIA Investment Management
Singapore
$71K +$69K +1,276 New
SWP
1443
Strategic Wealth Partners
Ohio
$70.3K -$89K -1,647 -7%
WCG
1444
Weaver Consulting Group
California
$67K
AIM
1445
Anchor Investment Management
South Carolina
$66.4K
GI
1446
Gradient Investments
Minnesota
$66K -$4.05K -75 -6%
BWA
1447
BDO Wealth Advisors
Florida
$66K
SLF
1448
Sun Life Financial
Ontario, Canada
$65K -$1.68K -31 -3%
BCM
1449
Blume Capital Management
California
$60K
HDIM
1450
Hanson & Doremus Investment Management
Vermont
$58K

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.