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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
AWA
1426
Arete Wealth Advisors
Illinois
$245K +$3.87K +67 +2%
B
1427
Bailard
California
$244K -$4.16K -72 -2%
WAM
1428
Weiss Asset Management
Massachusetts
$243K -$36.7K -634 -13%
AWE
1429
Avidian Wealth Enterprises
Texas
$243K +$237K +4,094 New
HFS
1430
HBC Financial Services
Washington
$243K +$243K +4,205 New
SWA
1431
Sutton Wealth Advisors
Florida
$243K
RE
1432
RBC Europe
United Kingdom
$241K +$21.6K +373 +10%
CBT
1433
Capital Bank & Trust
California
$241K -$24.5K -423 -9%
BRC
1434
Bell Rock Capital
Delaware
$241K +$347 +6 +0.1%
NRI
1435
NFP Retirement Inc
California
$240K +$235K +4,061 New
B
1436
Bridgeworth
Alabama
$240K -$15.3K -265 -6%
ACS
1437
Archford Capital Strategies
Illinois
$240K -$11.6K -200 -5%
TIA
1438
Tiemann Investment Advisors
California
$238K +$1.45K +25 +0.6%
VVP
1439
Venture Visionary Partners
Ohio
$238K +$232K +4,019 New
TI
1440
Truehand Inc
New Hampshire
$237K -$185K -3,200 -44%
SFSIG
1441
San Francisco Sentry Investment Group
California
$237K -$17.2K -297 -7%
APW
1442
Acima Private Wealth
Virginia
$237K
P
1443
&Partners
Tennessee
$237K
WCA
1444
Westover Capital Advisors
Delaware
$237K
PFS
1445
Physicians Financial Services
North Carolina
$237K +$11.6K +200 +5%
CCA
1446
Column Capital Advisors
Indiana
$237K +$232K +4,011 New
KBFS
1447
Kohmann Bosshard Financial Services
Ohio
$232K
CT
1448
Columbia Trust
Oregon
$232K +$228K +3,935 New
SDAM
1449
Shulman DeMeo Asset Management
New York
$230K +$224K +3,872 New
GLA
1450
Great Lakes Advisors
Illinois
$230K +$224K +3,876 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.